UTI Small Cap Fund vs LIC MF Small Cap Fund Regular compare
IDBI Small Cap Fund Growth Regular
LIC MF Small Cap Fund Regular - Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹279 Cr | ₹279 Cr | ₹3608 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 15 Jun 2017 | 15 Jun 2017 | 05 Dec 2020 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open-ended | Open Ended |
| Benchmark | NIFTY SMALLCAP 250 TRI | NIFTY SMALLCAP 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 12% | % | 12.69% |
| Expense Ratio | 2.5 | 2.5 | 1.85 |
| Manager | Yogesh Patil | Yogesh Patil | Deepesh Agarwal |
| ISIN Code | INF397L01JW3 | INF397L01JW3 | INF789F1AUO6 |
| Exits Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 | Exit load of 1% if redeemed within one year./365 |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 8.36% | 8.36% | 2.62% |
| 6 Month | 32.04% | 32.04% | 24.5% |
| 1 Year | 53.71% | 53.71% | 41.94% |
| 3 Year | 28.87% | 28.87% | 24.37% |
| 5 Year | 32.41% | 32.41% | - |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 22.75% | 22.75% | 14.6% |
| 3 Year | 51.91% | 51.91% | 39.61% |
| 5 Year | 117.91% | 117.91% | 50.96% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 33.25% | 33.25% | 21.52% |
| 3 Year | 88.92% | 88.92% | 54.93% |
| 5 Year | 136.04% | 136.04% | 58.81% |
| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 13.95% | 13.95% | 13.53% |
| Sharp | 1.39% | 1.39% | 1.09% |
| Beta | 0.73% | 0.73% | 0.72% |
| Alpha | 7.01% | 7.01% | 2.51% |
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| Scheme Name | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Yogesh Patil | Yogesh Patil | Deepesh Agarwal |
| Total AUM | ₹5898 Cr | ₹5898 Cr | ₹35015 Cr |
| Fund Manage | 7 | 7 | 9 |
| IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
| Scheme Name |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Small Cap | 86.61 | 88.52 | 83.91 |
| Others | 7.86 | 8.48 | 3.85 |
| Mid Cap | 5.54 | 3.03 | 12.18 |
| Scheme Name |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Materials | 10.99 | 10.42 | 4.1 |
| Others | 3.89 | 3.8 | 2.58 |
| Capital Goods | 32.95 | 36.32 | 11.39 |
| Services | 10.29 | 10.3 | 13.27 |
| Consumer Discretionary | 6.06 | 4.03 | 6.53 |
| Chemicals | 4.19 | 5.92 | 4.16 |
| Healthcare | 6.1 | 5.94 | 11.67 |
| Financial | 2.86 | 2.51 | 12.56 |
| Construction | 5.49 | 5.28 | 5.69 |
| Consumer Staples | 2.63 | 2.7 | 2.32 |
| Metals & Mining | 3.31 | 1.96 | 8.08 |
| Technology | 3.42 | 3.07 | 8.19 |
| Energy | 4.13 | 3.65 | 1.14 |
| Textiles | 2.6 | 3.24 | 4.55 |
| Automobile | 1.1 | 0.89 | 3.71 |
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