UTI Small Cap Fund vs HSBC Small Cap Fund compare

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UTI Small Cap Fund - Regular Plan - Growth Option

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HSBC Small Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
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

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	HSBC Small Cap Fund - Regular Growth
1 Month	-9.58%	-11.48%
6 Month	-12.93%	-17.18%
1 Year	6.96%	-0.27%
3 Year	15.41%	18.37%
5 Year	-	25.13%

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	HSBC Small Cap Fund - Regular Growth
6 Month	-	-
1 Year	-9.58%	-20.98%
3 Year	14.58%	14.29%
5 Year	-	24.07%

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%

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	HSBC Small Cap Fund - Regular Growth
Standard Deviation	15.798%	16.675%
Sharp	0.643%	0.756%
Beta	0.797%	0.854%
Alpha	-1.253%	0.383%

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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	1.17
Small Cap	83.91	73.18
Mid Cap	12.18	22.57
Large Cap	-	3.08

Scheme Name	UTI Small Cap Fund - Regular Plan - Growth Option	HSBC Small Cap Fund - Regular Growth
Others	2.58	1.17
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	8.11
Consumer Discretionary	6.53	-
Realty	-	5.29
Capital Markets	-	9.27
Industrial Products	-	15.58
Retailing	-	2.24
Banks	-	3.02
Pharmaceuticals & Biotechnology	-	6.21
Electrical Equipment	-	4.47
Healthcare Services	-	0.36
IT - Software	-	3.85
Paper, Forest & Jute Products	-	2.38
Auto Components	-	5.47
Agricultural Food & other Products	-	1.58
Fertilizers & Agrochemicals	-	2.59
Finance	-	4.13
Chemicals & Petrochemicals	-	1.75
Textiles & Apparels	-	4.99
Gas	-	1.5
Consumer Durables	-	7.83
Leisure Services	-	1.9
Industrial Manufacturing	-	3.01
Other Consumer Services	-	0.23
Household Products	-	0.32
Commercial Services & Supplies	-	1.67
Beverages	-	1.08