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UTI Small Cap Fund vs LIC MF Small Cap Fund Regular compare
LIC MF Small Cap Fund Regular - Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹491 Cr | ₹4351 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 21 Jun 2017 | 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 | % | 12.69% |
| Expense Ratio | 2.42 | 1.9 |
| Manager | Yogesh Patil | Deepesh Agarwal |
| ISIN Code | INF397L01JW3 | INF789F1AUO6 |
| Exits Load | LIC MF Small Cap Fund - 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 | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -6.97% | -7.13% |
| 6 Month | -22.11% | -18.2% |
| 1 Year | 8.98% | 9.06% |
| 3 Year | 15.9% | 14.15% |
| 5 Year | 27.06% | - |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -17.16% | -13.71% |
| 1 Year | -28.11% | -19.73% |
| 3 Year | 11.88% | 11.89% |
| 5 Year | 20.57% | - |
Rolling Lumpsum Returns
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.61% | 25.55% |
| 3 Year | 24.75% | 22.88% |
| 5 Year | 19.19% | - |
Risk Management
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.47% | 15.798% |
| Sharp | 0.817% | 0.643% |
| Beta | 0.823% | 0.797% |
| Alpha | 1.666% | -1.253% |
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Fund Managers
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Yogesh Patil | Deepesh Agarwal |
| Total AUM | ₹5898 Cr | ₹35015 Cr |
| Fund Manage | 7 | 9 |
| LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.05575 | 4.21708 |
| Small Cap | 81.55742 | 80.50997 |
| Mid Cap | 10.5777 | 15.273 |
| Large Cap | 2.80915 | - |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.05575 | 4.06337 |
| Utilities | 8.0238 | - |
| Consumer Defensive | 7.73365 | 5.74372 |
| Consumer Cyclical | 16.45222 | 10.65795 |
| Financial Services | 6.05414 | 11.95526 |
| Industrials | 32.98663 | 23.36275 |
| Healthcare | 4.12189 | 13.89528 |
| Basic Materials | 13.18438 | 13.07135 |
| Technology | 2.63333 | 11.07877 |
| Communication Services | 2.92456 | 4.69418 |
| Real Estate | 0.82967 | 1.47742 |
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