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 ₹3608 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 16 Sep 2010 05 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 Exit load of 1% if redeemed within one year./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 -7.24% -3.57%
6 Month 10.68% 22.87%
1 Year 33.44% 33.37%
3 Year 25.31% 18.62%
5 Year 34.46% -

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 27.3% 28.9%
3 Year 34.66% 27.07%
5 Year 37.76% -

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 1.42% 1.09%
Beta 0.78% 0.72%
Alpha 8.09% 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 4.71 3.85
Small Cap 55.11 83.91
Large Cap 11.02 -
Mid Cap 11.64 12.18

Sector Allocation

Scheme Name

Nippon India Small Cap Fund - Growth Plan - Bonus Option

UTI Small Cap Fund - Regular Plan - Growth Option

Others 4.38 2.58
Communication 2.38 -
Construction 2.38 5.69
Financial 9.5 12.56
Healthcare 5.49 11.67
Chemicals 5.31 4.16
Services 6.49 13.27
Consumer Discretionary 3.29 6.53
Consumer Staples 6.62 2.32
Automobile 3.73 3.71
Capital Goods 18.16 11.39
Materials 3.25 4.1
Metals & Mining 3.1 8.08
Technology 2.34 8.19
Textiles 2.69 4.55
Diversified 1.6 -
Energy 1.25 1.14
Insurance 0.52 -

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