UTI Small Cap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund - Growth Option
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
| 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 | -4.79% | 5.79% |
| 6 Month | 7.13% | 12.58% |
| 1 Year | 23.93% | 27.44% |
| 3 Year | 21.78% | 20.57% |
| 5 Year | 28.45% | - |
| Scheme Name | HDFC Small Cap Fund - Growth Option | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 30.01% |
| 3 Year | - | 28.48% |
| 5 Year | - | - |
| 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% |
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| 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 |
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