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
Overview
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) | ₹4351 Cr | ₹15453 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 TRI |
Turn Over | 12.69% | 15% |
Expense Ratio | 1.9 | 1.67 |
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 |
Trailing Lumpsum Returns
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Month | 6.29% | 7.26% |
6 Month | -13.7% | -18.49% |
1 Year | 10.41% | 1.62% |
3 Year | 14% | 16.42% |
5 Year | - | 34.32% |
SIP Return Analysis
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | -5.19% | -7.47% |
1 Year | -11.1% | -20% |
3 Year | 15.1% | 14.61% |
5 Year | - | 23% |
Rolling Lumpsum Returns
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 25.55% | 19.2% |
3 Year | 22.88% | 23.02% |
5 Year | - | 15.83% |
Risk Management
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 15.798% | 18.203% |
Sharp | 0.643% | 0.572% |
Beta | 0.797% | 0.882% |
Alpha | -1.253% | -0.639% |
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Fund Managers
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 |
Funds Managed | 9 | 7 |
UTI Small Cap Fund - Regular Plan - Growth Option | HSBC Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 4.22 | 3.74 |
Small Cap | 80.51 | 72.68 |
Mid Cap | 15.27 | 21 |
Large Cap | - | 2.59 |
Sector Allocation
Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 4.06 | 6.47 |
Consumer Defensive | 5.74 | 3.38 |
Basic Materials | 13.07 | 10.53 |
Communication Services | 4.69 | - |
Industrials | 23.36 | 27.7 |
Consumer Cyclical | 10.66 | 16.29 |
Financial Services | 11.96 | 14.59 |
Healthcare | 13.9 | 4.47 |
Technology | 11.08 | 9.98 |
Real Estate | 1.48 | 5.2 |
Energy | - | 1.4 |
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