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) | ₹4256 Cr | ₹4538 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 | 0.38 | 1.85 |
| 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 |
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.64% | 5.79% |
| 6 Month | 7.08% | 12.58% |
| 1 Year | 27.38% | 27.44% |
| 3 Year | 22.9% | 20.57% |
| 5 Year | 32.96% | - |
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 24.53% | 30.01% |
| 3 Year | 30.34% | 28.48% |
| 5 Year | 32.89% | - |
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 31.39% | 25.21% |
| 3 Year | 31.7% | 23.3% |
| 5 Year | 31.13% | - |
| Scheme Name | Edelweiss Small Cap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.15% | 13.53% |
| Sharp | 1.2% | 1.09% |
| Beta | 0.77% | 0.72% |
| Alpha | 3.34% | 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 |
|---|---|---|
| Others | 2.77 | 3.85 |
| Small Cap | 71.43 | 83.91 |
| Mid Cap | 25.8 | 12.18 |
| Scheme Name |
Edelweiss Small Cap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.46 | 2.58 |
| Consumer Staples | 5.37 | 2.32 |
| Materials | 5.99 | 4.1 |
| Communication | 1.43 | - |
| Healthcare | 9.88 | 11.67 |
| Financial | 15.79 | 12.56 |
| Automobile | 5.09 | 3.71 |
| Capital Goods | 17.27 | 11.39 |
| Services | 8.82 | 13.27 |
| Chemicals | 2.15 | 4.16 |
| Technology | 5.85 | 8.19 |
| Metals & Mining | 4.26 | 8.08 |
| Construction | 10.09 | 5.69 |
| Consumer Discretionary | 3.13 | 6.53 |
| Textiles | 3.42 | 4.55 |
| Energy | - | 1.14 |
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