UTI Small Cap Fund vs HSBC Small Cap Fund compare
UTI Small Cap Fund - Regular Plan - Growth Option
HSBC Small Cap Fund - Regular Growth
Chart Comparison
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Fund | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4538 Cr | ₹16920 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 22 Dec 2020 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap Index |
| Turn Over | 12.69% | 15% |
| Expense Ratio | 1.85 | 1.68 |
| Manager | Deepesh Agarwal | Venugopal Manghat |
| ISIN Code | INF789F1AUO6 | INF917K01QC7 |
| Exits Load | 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 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -6.06% | -9.3% |
| 6 Month | 1.75% | -3.09% |
| 1 Year | 17.47% | 14.99% |
| 3 Year | 16.51% | 19.18% |
| 5 Year | - | 27.35% |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.4% | 7.22% |
| 3 Year | 23.62% | 26.19% |
| 5 Year | - | 31.44% |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 25.21% | 18.47% |
| 3 Year | 23.3% | 22.98% |
| 5 Year | - | 14.99% |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.53% | 14.69% |
| Sharp | 1.09% | 1.4% |
| Beta | 0.72% | 0.8% |
| Alpha | 2.51% | 7.09% |
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| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Name | Deepesh Agarwal | Venugopal Manghat |
| Total AUM | ₹35015 Cr | ₹41442 Cr |
| Fund Manage | 9 | 7 |
| UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.85 | 2 |
| Small Cap | 83.91 | 74.77 |
| Mid Cap | 12.18 | 21.26 |
| Large Cap | - | 1.97 |
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.58 | 2 |
| 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 | - |
| Construction | 5.69 | 7.87 |
| Consumer Discretionary | 6.53 | - |
| Realty | - | 5.3 |
| Capital Markets | - | 8.11 |
| Industrial Products | - | 16.52 |
| Retailing | - | 2.29 |
| Banks | - | 3.25 |
| Pharmaceuticals & Biotechnology | - | 6.94 |
| Electrical Equipment | - | 4.25 |
| Healthcare Services | - | 0.18 |
| IT - Software | - | 3.76 |
| Paper, Forest & Jute Products | - | 2.66 |
| Auto Components | - | 5.4 |
| Agricultural Food & other Products | - | 1.74 |
| Fertilizers & Agrochemicals | - | 2.62 |
| Finance | - | 4.37 |
| Chemicals & Petrochemicals | - | 1.92 |
| Textiles & Apparels | - | 4.75 |
| Gas | - | 1.68 |
| Consumer Durables | - | 6.72 |
| Leisure Services | - | 1.68 |
| Industrial Manufacturing | - | 2.67 |
| Other Consumer Services | - | 0.24 |
| Household Products | - | 0.53 |
| Commercial Services & Supplies | - | 1.67 |
| Beverages | - | 0.88 |
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