UTI Small Cap Fund vs HDFC Small Cap Fund compare

Overview

Scheme Name	HDFC Small Cap Fund - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option
Fund	HDFC Small Cap Fund - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹33504 Cr	₹4538 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Apr 2008	22 Dec 2020
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap Index	NIFTY Smallcap 250 TRI
Turn Over	10.02%	12.69%
Expense Ratio	1.57	1.85
Manager	Dhruv Muchhal	Deepesh Agarwal
ISIN Code	INF179KA1RZ8	INF789F1AUO6
Exits Load	HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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	HDFC Small Cap Fund - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option
1 Month	-9.36%	-8.91%
6 Month	-9.46%	-5.73%
1 Year	5.54%	13.97%
3 Year	18.97%	16.52%
5 Year	25.36%	-

Scheme Name	HDFC Small Cap Fund - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-3.05%	7.86%
3 Year	22.05%	21.85%
5 Year	27.74%	-

Scheme Name	HDFC Small Cap Fund - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option
1 Year	17.25%	25.21%
3 Year	19.58%	23.3%
5 Year	16.73%	-

Scheme Name	HDFC Small Cap Fund - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	15.17%	13.53%
Sharp	1.2%	1.09%
Beta	0.8%	0.72%
Alpha	4%	2.51%

Scheme Name	HDFC Small Cap Fund - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option
Name	Dhruv Muchhal	Deepesh Agarwal
Total AUM	₹520687 Cr	₹35015 Cr
Fund Manage	40	9
	HDFC Small Cap Fund - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option

Scheme Name	HDFC Small Cap Fund - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option
Others	6.79	3.85
Small Cap	81.19	83.91
Large Cap	3.89	-
Mid Cap	8.13	12.18

Scheme Name	HDFC Small Cap Fund - Growth Option	UTI Small Cap Fund - Regular Plan - Growth Option
Others	6.79	2.58
Commercial Services & Supplies	10.2	-
Transport Services	7.22	-
Banks	8.48	-
Entertainment	2.23	-
Consumer Durables	6.43	-
Healthcare Services	7.32	-
Fertilizers & Agrochemicals	3.13	-
Ferrous Metals	2.16	-
Construction	7.06	5.69
Power	0.43	-
Chemicals & Petrochemicals	1.8	-
Industrial Products	4.99	-
Leisure Services	1.56	-
IT - Services	0.19	-
Beverages	0.73	-
Auto Components	7.57	-
Media	0.57	-
Agricultural, Commercial & Construction Vehicles	0.27	-
IT - Software	4	-
Industrial Manufacturing	1.49	-
Pharmaceuticals & Biotechnology	4.06	-
Electrical Equipment	3	-
Retailing	2.02	-
Transport Infrastructure	0.52	-
Personal Products	1.31	-
Other Utilities	0.79	-
Finance	0.72	-
Capital Markets	1.21	-
Textiles & Apparels	1.75	-
Financial	-	12.56
Consumer Staples	-	2.32
Healthcare	-	11.67
Technology	-	8.19
Energy	-	1.14
Chemicals	-	4.16
Materials	-	4.1
Capital Goods	-	11.39
Services	-	13.27
Metals & Mining	-	8.08
Automobile	-	3.71
Textiles	-	4.55
Consumer Discretionary	-	6.53