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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 | 8.25% | 6.29% |
| 6 Month | -16.01% | -13.7% |
| 1 Year | 9.81% | 10.41% |
| 3 Year | 16.64% | 14% |
| 5 Year | 31.78% | - |
SIP Return Analysis
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -8.98% | -8.37% |
| 1 Year | -20.19% | -16.81% |
| 3 Year | 14.7% | 12.51% |
| 5 Year | 21.25% | - |
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 |
| Funds Managed | 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 | 5.06 | 4.22 |
| Small Cap | 81.56 | 80.51 |
| Mid Cap | 10.58 | 15.27 |
| Large Cap | 2.81 | - |
Sector Allocation
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.06 | 4.06 |
| Utilities | 8.02 | - |
| Consumer Defensive | 7.73 | 5.74 |
| Consumer Cyclical | 16.45 | 10.66 |
| Financial Services | 6.05 | 11.96 |
| Industrials | 32.99 | 23.36 |
| Healthcare | 4.12 | 13.9 |
| Basic Materials | 13.18 | 13.07 |
| Technology | 2.63 | 11.08 |
| Communication Services | 2.92 | 4.69 |
| Real Estate | 0.83 | 1.48 |
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