UTI Small Cap Fund vs Nippon India Small Cap Fund compare

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tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

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tortoise-icon UTI Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option UTI Small Cap Fund - Regular Plan - Growth Option
Fund Nippon India Small Cap Fund - Growth Plan - Bonus Option UTI Small Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹56452 Cr ₹4538 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 16 Sep 2010 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 23% 12.69%
Expense Ratio 1.47 1.85
Manager Tejas Sheth Deepesh Agarwal
ISIN Code INF204K01HZ0 INF789F1AUO6
Exits Load Exit load of 1% if redeemed within 1 year./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 Nippon India Small Cap Fund - Growth Plan - Bonus Option UTI Small Cap Fund - Regular Plan - Growth Option
1 Month 4.18% 5.79%
6 Month 4.26% 12.58%
1 Year 28.57% 27.44%
3 Year 27.85% 20.57%
5 Year 35.74% -

SIP Return Analysis

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option UTI Small Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 21.44% 30.01%
3 Year 33.74% 28.48%
5 Year 37.32% -

Rolling Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option UTI Small Cap Fund - Regular Plan - Growth Option
1 Year 18.15% 25.21%
3 Year 28.18% 23.3%
5 Year 22.05% -

Risk Management

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.53% 13.53%
Sharp 1.36% 1.09%
Beta 0.79% 0.72%
Alpha 7.17% 2.51%

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Fund Managers

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option UTI Small Cap Fund - Regular Plan - Growth Option
Name Tejas Sheth Deepesh Agarwal
Total AUM ₹89953 Cr ₹35015 Cr
Fund Manage 3 9
Nippon India Small Cap Fund - Growth Plan - Bonus Option UTI Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

UTI Small Cap Fund - Regular Plan - Growth Option

Others 5.23 3.85
Small Cap 70 83.91
Large Cap 11.94 -
Mid Cap 12.83 12.18

Sector Allocation

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

UTI Small Cap Fund - Regular Plan - Growth Option

Others 5.23 2.58
IT - Services 2.62 -
Telecom - Equipment & Accessories 1.27 -
Consumer Durables 7.21 -
Industrial Products 9.04 -
Textiles & Apparels 2.62 -
Electrical Equipment 7.25 -
Diversified FMCG 0.41 -
Pharmaceuticals & Biotechnology 4.89 -
Banks 5.79 -
Realty 0.58 -
Chemicals & Petrochemicals 3.55 -
IT - Software 2.46 -
Leisure Services 1.54 -
Paper, Forest & Jute Products 1.08 -
Industrial Manufacturing 2.63 -
Aerospace & Defense 1.69 -
Transport Services 0.49 -
Cement & Cement Products 1.24 -
Fertilizers & Agrochemicals 1.79 -
Capital Markets 4.66 -
Construction 3.26 5.69
Power 1.84 -
Media 0.08 -
IT - Hardware 0.06 -
Healthcare Services 2.27 -
Agricultural Food & other Products 1.89 -
Finance 2.98 -
Other Consumer Services 1.15 -
Petroleum Products 0.27 -
Entertainment 0.51 -
Diversified Metals 0.86 -
Retailing 1.32 -
Food Products 1.4 -
Auto Components 6.15 -
Commercial Services & Supplies 0.94 -
Household Products 1.13 -
Telecom - Services 0.69 -
Diversified 0.11 -
Consumable Fuels 0.56 -
Personal Products 1.15 -
Beverages 1.23 -
Automobiles 0.15 -
Other Utilities 0.82 -
Insurance 0.58 -
Agricultural, Commercial & Construction Vehicles 0.4 -
Ferrous Metals 0.16 -
Financial - 12.56
Consumer Staples - 2.32
Healthcare - 11.67
Technology - 8.19
Energy - 1.14
Chemicals - 4.16
Materials - 4.1
Capital Goods - 11.39
Services - 13.27
Metals & Mining - 8.08
Automobile - 3.71
Textiles - 4.55
Consumer Discretionary - 6.53

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