UTI Small Cap Fund vs HSBC Small Cap Fund compare
UTI Small Cap Fund - Regular Plan - Growth Option
Invest NowHSBC Small Cap Fund - Regular Growth
Invest NowChart 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 | 5.79% | 7.2% |
6 Month | 12.58% | 6.97% |
1 Year | 27.44% | 29.52% |
3 Year | 20.57% | 25.89% |
5 Year | - | 31.68% |
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 30.01% | 28.16% |
3 Year | 28.48% | 33.21% |
5 Year | - | 35.83% |
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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Get Free Experts GuidanceScheme 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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