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UTI Small Cap Fund vs Edelweiss Small Cap Fund compare

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tortoise-icon Edelweiss Small Cap Fund - Regular Plan - Growth

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tortoise-icon UTI Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
Fund Edelweiss Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4171 Cr ₹4351 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 07 Feb 2019 22 Dec 2020
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 18% 12.69%
Expense Ratio 1.84 1.9
Manager Trideep Bhattacharya Deepesh Agarwal
ISIN Code INF754K01JJ4 INF789F1AUO6
Exits Load Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
1 Month 7.56% 7.29%
6 Month -16.38% -14.36%
1 Year 7.09% 12.8%
3 Year 16.9% 15.5%
5 Year 35.79% -

SIP Return Analysis

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
6 Month -11.05% -10.58%
1 Year -16.81% -13.4%
3 Year 15.76% 14.72%
5 Year 22.61% -

Rolling Lumpsum Returns

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
1 Year 30.2% 25.55%
3 Year 30.38% 22.88%
5 Year 31.61% -

Risk Management

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 15.599% 15.798%
Sharp 0.8% 0.643%
Beta 0.803% 0.797%
Alpha 0.98% -1.253%

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Fund Managers

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
Name Trideep Bhattacharya Deepesh Agarwal
Total AUM ₹0 Cr ₹35015 Cr
Funds Managed 9 9
Edelweiss Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Edelweiss Small Cap Fund - Regular Plan - Growth

UTI Small Cap Fund - Regular Plan - Growth Option

Others 3.2 4.22
Small Cap 67.63 80.51
Mid Cap 29.17 15.27
Large Cap 0 -

Sector Allocation

Scheme Name

Edelweiss Small Cap Fund - Regular Plan - Growth

UTI Small Cap Fund - Regular Plan - Growth Option

Others 3.2 4.06
Consumer Defensive 6.61 5.74
Basic Materials 11.9 13.07
Technology 11.49 11.08
Consumer Cyclical 16.79 10.66
Healthcare 11.41 13.9
Financial Services 17.15 11.96
Industrials 18.22 23.36
Real Estate 3.21 1.48
Communication Services - 4.69

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