UTI Small Cap Fund vs Axis Small Cap Fund compare

UTI Small Cap Fund - Regular Plan - Growth Option

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Axis Small Cap Fund - Regular Plan - Growth

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Overview

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund - Regular Plan - Growth
Fund	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4538 Cr	₹23952 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	22 Dec 2020	29 Nov 2013
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	12.69%	5%
Expense Ratio	1.85	1.61
Manager	Deepesh Agarwal	Shreyash Devalkar
ISIN Code	INF789F1AUO6	INF846K01K01
Exits Load	UTI Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund - Regular Plan - Growth
1 Month	-9.24%	-8.21%
6 Month	-3.52%	-3.35%
1 Year	14.55%	11.67%
3 Year	16.03%	16.51%
5 Year	-	23.48%

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	22.88%	17.24%
3 Year	27.14%	25.63%
5 Year	-	27.83%

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund - Regular Plan - Growth
1 Year	25.21%	18.63%
3 Year	23.3%	20.16%
5 Year	-	19.24%

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation	13.53%	11.78%
Sharp	1.09%	0.97%
Beta	0.72%	0.64%
Alpha	2.51%	2.66%

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Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund - Regular Plan - Growth
Name	Deepesh Agarwal	Shreyash Devalkar
Total AUM	₹35015 Cr	₹166770 Cr
Fund Manage	9	14
	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund - Regular Plan - Growth

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund - Regular Plan - Growth
Others	3.85	13.11
Small Cap	83.91	67.41
Mid Cap	12.18	15.27
Large Cap	-	4.27

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	Axis Small Cap Fund - Regular Plan - Growth
Others	2.58	13.11
Financial	12.56	-
Consumer Staples	2.32	-
Healthcare	11.67	-
Technology	8.19	-
Energy	1.14	-
Chemicals	4.16	-
Materials	4.1	-
Capital Goods	11.39	-
Services	13.27	-
Metals & Mining	8.08	-
Automobile	3.71	-
Textiles	4.55	-
Construction	5.69	2.83
Consumer Discretionary	6.53	-
Gas	-	0.55
Auto Components	-	7.32
IT - Services	-	1.17
Banks	-	3.86
Non - Ferrous Metals	-	0.41
Pharmaceuticals & Biotechnology	-	4.25
Healthcare Services	-	5.8
Chemicals & Petrochemicals	-	7.64
IT - Software	-	3.86
Retailing	-	1.29
Electrical Equipment	-	1.55
Aerospace & Defense	-	1.38
Transport Services	-	0.24
Textiles & Apparels	-	0.39
Capital Markets	-	5.62
Agricultural Food & other Products	-	2.83
Industrial Products	-	6.74
Finance	-	7.24
Consumer Durables	-	5.72
Realty	-	5.26
Financial Technology (Fintech)	-	1.84
Leisure Services	-	1.07
Food Products	-	1.61
Cement & Cement Products	-	2.3
Industrial Manufacturing	-	2.67
Household Products	-	0.61
Commercial Services & Supplies	-	0.63
Cigarettes & Tobacco Products	-	0.27