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) | ₹3608 Cr | ₹16396 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 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 | 1.7 |
| Manager | Deepesh Agarwal | Venugopal Manghat |
| ISIN Code | INF789F1AUO6 | INF917K01QC7 |
| Exits Load | Exit load of 1% if redeemed within one year./365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.62% | 1.86% |
| 6 Month | 24.5% | 22.79% |
| 1 Year | 41.94% | 46% |
| 3 Year | 24.37% | 30.37% |
| 5 Year | - | 32.48% |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.6% | 21.58% |
| 3 Year | 39.61% | 58.86% |
| 5 Year | 50.96% | 137.96% |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 21.52% | 36.36% |
| 3 Year | 54.93% | 99.84% |
| 5 Year | 58.81% | 151.38% |
| 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 | 3.91 |
| Small Cap | 83.91 | 72.94 |
| Mid Cap | 12.18 | 20.12 |
| Large Cap | - | 3.03 |
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.58 | 2.51 |
| Financial | 12.56 | 7.98 |
| Consumer Staples | 2.32 | 5.57 |
| Healthcare | 11.67 | 5.3 |
| Technology | 8.19 | 5.93 |
| Energy | 1.14 | - |
| Chemicals | 4.16 | 1.41 |
| Materials | 4.1 | 9.17 |
| Capital Goods | 11.39 | 17.67 |
| Services | 13.27 | 10.12 |
| Metals & Mining | 8.08 | 8.71 |
| Automobile | 3.71 | 3.89 |
| Textiles | 4.55 | 3.7 |
| Construction | 5.69 | 12.47 |
| Consumer Discretionary | 6.53 | 2.17 |
| Diversified | - | 3.4 |
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