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 | Average | Very High | Very High |
| Asset Size (Cr) | ₹386 Cr | ₹386 Cr | ₹4538 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 | ₹1000 |
| Launch Date | 21 Jun 2017 | 21 Jun 2017 | 22 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 | 2.49 | 2.49 | 1.85 |
| Manager | Yogesh Patil | Yogesh Patil | Deepesh Agarwal |
| ISIN Code | INF397L01JW3 | 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 | 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 |
| 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 | -6.9% | -6.9% | 4.36% |
| 6 Month | 11.48% | 11.48% | 10.27% |
| 1 Year | 38.12% | 38.12% | 27.57% |
| 3 Year | 21.67% | 21.67% | 20.5% |
| 5 Year | 28.42% | 28.42% | - |
| 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 | 34.84% | 34.84% | 30.01% |
| 3 Year | 33.36% | 33.36% | 28.48% |
| 5 Year | 33.92% | 33.92% | - |
| 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 | 13.13% | 13.13% | 25.21% |
| 3 Year | 25% | 25% | 23.3% |
| 5 Year | 15.83% | 15.83% | - |
| 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 | 1.14% | 1.14% | 1.09% |
| Beta | 0.75% | 0.75% | 0.72% |
| Alpha | 4.57% | 4.57% | 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 |
|---|---|---|---|
| Others | 2.06 | 8.48 | 3.85 |
| Small Cap | 84.11 | 88.52 | 83.91 |
| Mid Cap | 10.8 | 3.03 | 12.18 |
| Large Cap | 3.06 | - | - |
| Scheme Name |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 2.06 | 3.8 | 2.58 |
| Food Products | 1.05 | - | - |
| Industrial Products | 21.79 | - | - |
| Healthcare Services | 3.31 | - | - |
| Finance | 2.83 | - | - |
| Textiles & Apparels | 4.62 | - | - |
| Chemicals & Petrochemicals | 4.35 | - | - |
| Pharmaceuticals & Biotechnology | 4 | - | - |
| IT - Services | 2.2 | - | - |
| Electrical Equipment | 7.8 | - | - |
| Realty | 3.11 | - | - |
| Media | 0.41 | - | - |
| Auto Components | 3.59 | - | - |
| Construction | 2.43 | 5.28 | 5.69 |
| Fertilizers & Agrochemicals | 1.12 | - | - |
| Power | 3.24 | - | - |
| Gas | 1.71 | - | - |
| Diversified FMCG | 0.91 | - | - |
| Agricultural Food & other Products | 1.49 | - | - |
| IT - Software | 1.61 | - | - |
| Transport Services | 3.71 | - | - |
| Capital Markets | 1.72 | - | - |
| Insurance | 0.54 | - | - |
| Consumer Durables | 3.29 | - | - |
| Beverages | 2.06 | - | - |
| Other Utilities | 3.96 | - | - |
| Industrial Manufacturing | 3.95 | - | - |
| Retailing | 3.69 | - | - |
| Leisure Services | 1.5 | - | - |
| Entertainment | 1.98 | - | - |
| Energy | - | 3.65 | 1.14 |
| Consumer Staples | - | 2.7 | 2.32 |
| Technology | - | 3.07 | 8.19 |
| Healthcare | - | 5.94 | 11.67 |
| Capital Goods | - | 36.32 | 11.39 |
| Textiles | - | 3.24 | 4.55 |
| Chemicals | - | 5.92 | 4.16 |
| Materials | - | 10.42 | 4.1 |
| Financial | - | 2.51 | 12.56 |
| Services | - | 10.3 | 13.27 |
| Consumer Discretionary | - | 4.03 | 6.53 |
| Metals & Mining | - | 1.96 | 8.08 |
| Automobile | - | 0.89 | 3.71 |
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