UTI Small Cap Fund vs Edelweiss Small Cap Fund compare
Edelweiss Small Cap Fund - Regular Plan - Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹3816 Cr | ₹3608 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Feb 2019 | 05 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 | 1.86 | 1.85 |
| Manager | Trideep Bhattacharya | Deepesh Agarwal |
| ISIN Code | INF754K01JJ4 | INF789F1AUO6 |
| Exits Load | Exit load of 1%, if redeemed within 90 days./365 | Exit load of 1% if redeemed within one year./365 |
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.17% | 2.62% |
| 6 Month | 22.74% | 24.5% |
| 1 Year | 43.55% | 41.94% |
| 3 Year | 27.3% | 24.37% |
| 5 Year | 34.55% | - |
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.74% | 14.6% |
| 3 Year | 51.27% | 39.61% |
| 5 Year | 126.14% | 50.96% |
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 35.53% | 21.52% |
| 3 Year | 91.33% | 54.93% |
| 5 Year | 136.53% | 58.81% |
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.15% | 13.53% |
| Sharp | 1.23% | 1.09% |
| Beta | 0.76% | 0.72% |
| Alpha | 3.7% | 2.51% |
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| 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 |
| Fund Manage | 9 | 9 |
| Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Mid Cap | 25.8 | 12.18 |
| Small Cap | 71.43 | 83.91 |
| Others | 2.77 | 3.85 |
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Capital Goods | 17.27 | 11.39 |
| Healthcare | 9.88 | 11.67 |
| Automobile | 5.09 | 3.71 |
| Metals & Mining | 4.26 | 8.08 |
| Consumer Discretionary | 3.13 | 6.53 |
| Chemicals | 2.15 | 4.16 |
| Services | 8.82 | 13.27 |
| Technology | 5.85 | 8.19 |
| Financial | 15.79 | 12.56 |
| Construction | 10.09 | 5.69 |
| Others | 1.46 | 2.58 |
| Consumer Staples | 5.37 | 2.32 |
| Textiles | 3.42 | 4.55 |
| Materials | 5.99 | 4.1 |
| Communication | 1.43 | - |
| Energy | - | 1.14 |
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