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) ₹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

Trailing Lumpsum Returns

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
1 Month -6.25% -6.3%
6 Month 10.17% 14.49%
1 Year 27.59% 26.46%
3 Year 21.04% 17.92%
5 Year 31.74% -

SIP Return Analysis

Scheme Name Edelweiss Small Cap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 25.6% 28.9%
3 Year 29.62% 27.07%
5 Year 32.59% -

Rolling Lumpsum Returns

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% -

Risk Management

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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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
Fund Manage 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 2.77 3.85
Small Cap 71.43 83.91
Mid Cap 25.8 12.18

Sector Allocation

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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