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
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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