UTI Small Cap Fund vs HDFC Small Cap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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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 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) ₹31526 Cr ₹3608 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 02 Apr 2008 05 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 1.58 1.85
Manager Dhruv Muchhal Deepesh Agarwal
ISIN Code INF179KA1RZ8 INF789F1AUO6
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within one year./365

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option
1 Month 2.23% 2.62%
6 Month 16.9% 24.5%
1 Year 37.8% 41.94%
3 Year 27.36% 24.37%
5 Year 30.29% -

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 15.03% 14.6%
3 Year 52.08% 39.61%
5 Year 122.38% 50.96%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option
1 Year 33.72% 21.52%
3 Year 90.05% 54.93%
5 Year 129.98% 58.81%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

UTI Small Cap Fund - Regular Plan - Growth Option

Others 7.71 3.85
Small Cap 79.7 83.91
Large Cap 4.04 -
Mid Cap 8.55 12.18

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

UTI Small Cap Fund - Regular Plan - Growth Option

Others 7.63 2.58
Auto Components 7.79 -
Transport Services 7.53 -
Banks 8.31 -
Entertainment 2.26 -
Finance 1.41 -
Consumer Durables 5.69 -
Healthcare Services 6.12 -
Fertilizers & Agrochemicals 2.88 -
Ferrous Metals 2.79 -
Power 0.49 -
Chemicals & Petrochemicals 1.61 -
Commercial Services & Supplies 8.7 -
Industrial Products 5.9 -
Leisure Services 1.61 -
IT - Services 0.66 -
Beverages 0.88 -
Construction 8.01 5.69
Media 0.62 -
Agricultural, Commercial & Construction Vehicles 0.31 -
IT - Software 4.02 -
Pharmaceuticals & Biotechnology 3.45 -
Electrical Equipment 3.38 -
Retailing 2.28 -
Transport Infrastructure 0.64 -
Industrial Manufacturing 0.29 -
Personal Products 1.53 -
Other Utilities 0.76 -
Capital Markets 0.65 -
Textiles & Apparels 1.8 -
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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