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
| 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) | ₹386 Cr | ₹4538 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 | 2.49 | 1.85 |
| 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 |
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -12.13% | -8.91% |
| 6 Month | -8.06% | -5.73% |
| 1 Year | 18.8% | 13.97% |
| 3 Year | 19.67% | 16.52% |
| 5 Year | 25.47% | - |
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.37% | 7.86% |
| 3 Year | 25.85% | 21.85% |
| 5 Year | 29.23% | - |
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.13% | 25.21% |
| 3 Year | 25% | 23.3% |
| 5 Year | 15.83% | - |
| Scheme Name | LIC MF Small Cap Fund Regular - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.95% | 13.53% |
| Sharp | 1.14% | 1.09% |
| Beta | 0.75% | 0.72% |
| Alpha | 4.57% | 2.51% |
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| 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 |
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.48 | 3.85 |
| Small Cap | 88.52 | 83.91 |
| Mid Cap | 3.03 | 12.18 |
| Scheme Name |
LIC MF Small Cap Fund Regular - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.8 | 2.58 |
| 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 |
| Construction | 5.28 | 5.69 |
| 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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