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UTI Small Cap Fund vs ICICI Prudential Smallcap Fund compare
ICICI Prudential Smallcap Fund - Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹7871 Cr | ₹4351 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Oct 2007 | 22 Dec 2020 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 22% | 12.69% |
| Expense Ratio | 1.81 | 1.9 |
| Manager | Sharmila D'mello | Deepesh Agarwal |
| ISIN Code | INF109K01BI0 | INF789F1AUO6 |
| Exits Load | ICICI Prudential Smallcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -8.23% | -9.58% |
| 6 Month | -15.15% | -12.93% |
| 1 Year | -0.89% | 6.96% |
| 3 Year | 16.33% | 15.41% |
| 5 Year | 22.29% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -16.52% | -9.33% |
| 3 Year | 12.32% | 14.88% |
| 5 Year | 21.75% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.09% | 25.55% |
| 3 Year | 15.7% | 22.88% |
| 5 Year | 15.67% | - |
Risk Management
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.97% | 15.798% |
| Sharp | 0.772% | 0.643% |
| Beta | 0.691% | 0.797% |
| Alpha | 0.883% | -1.253% |
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Fund Managers
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sharmila D'mello | Deepesh Agarwal |
| Total AUM | ₹354743 Cr | ₹35015 Cr |
| Fund Manage | 35 | 9 |
| ICICI Prudential Smallcap Fund - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.25 | 3.85 |
| Mid Cap | 5.93 | 12.18 |
| Small Cap | 68.24 | 83.91 |
| Large Cap | 9.62 | - |
Sector Allocation
| Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.25 | 2.58 |
| Cement & Cement Products | 10.33 | - |
| IT - Services | 2.62 | - |
| Construction | 4.81 | 5.69 |
| Fertilizers & Agrochemicals | 0.55 | - |
| Auto Components | 4.54 | - |
| Chemicals & Petrochemicals | 8.33 | - |
| Industrial Products | 10.27 | - |
| Transport Services | 1.16 | - |
| Capital Markets | 3.87 | - |
| Pharmaceuticals & Biotechnology | 6.33 | - |
| Petroleum Products | 0.23 | - |
| Finance | 5.61 | - |
| Paper, Forest & Jute Products | 1.61 | - |
| Consumer Durables | 1.95 | - |
| Automobiles | 3.6 | - |
| Insurance | 0.91 | - |
| Leisure Services | 1.1 | - |
| Gas | 2.95 | - |
| Commercial Services & Supplies | 1 | - |
| Personal Products | 2.06 | - |
| Telecom - Services | 0.57 | - |
| Electrical Equipment | 0.36 | - |
| Power | 1.2 | - |
| Diversified | 0.35 | - |
| Transport Infrastructure | 2.02 | - |
| Household Products | 0.37 | - |
| Beverages | 0.56 | - |
| IT - Software | 1.45 | - |
| Agricultural, Commercial & Construction Vehicles | 0.52 | - |
| Realty | 1.88 | - |
| Retailing | 0.68 | - |
| 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 |
| Consumer Discretionary | - | 6.53 |
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