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UTI Small Cap Fund vs Quant Small Cap Fund compare

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

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tortoise-icon Quant Small Cap Fund Regular Growth

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Chart Comparison

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

Overview

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund Regular Growth
Fund UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4351 Cr ₹25183 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 22 Dec 2020 30 Oct 1996
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 1.9 1.6
Manager Deepesh Agarwal Sanjeev Sharma
ISIN Code INF789F1AUO6 INF966L01AA0
Exits Load 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 Quant Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund Regular Growth
1 Month 7.42% 7.16%
6 Month -15.19% -18.97%
1 Year 12.8% -0.23%
3 Year 14.79% 20.46%
5 Year - 49.88%

SIP Return Analysis

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund Regular Growth
6 Month -10.58% -10.73%
1 Year -13.4% -22.67%
3 Year 14.72% 18.19%
5 Year - 28.97%

Rolling Lumpsum Returns

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund Regular Growth
1 Year 25.55% 10.46%
3 Year 22.88% 10.33%
5 Year - 10.13%

Risk Management

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund Regular Growth
Standard Deviation 15.798% 18.497%
Sharp 0.643% 0.792%
Beta 0.797% 0.929%
Alpha -1.253% 1.342%

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Fund Managers

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund Regular Growth
Name Deepesh Agarwal Sanjeev Sharma
Total AUM ₹35015 Cr ₹39731 Cr
Funds Managed 9 22
UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund Regular Growth

Market Cap

Scheme Name

UTI Small Cap Fund - Regular Plan - Growth Option

Quant Small Cap Fund Regular Growth

Others 4.22 10.03
Small Cap 80.51 63.33
Mid Cap 15.27 3.42
Large Cap - 23.22

Sector Allocation

Scheme Name

UTI Small Cap Fund - Regular Plan - Growth Option

Quant Small Cap Fund Regular Growth

Others 4.06 9.23
Consumer Defensive 5.74 5.01
Basic Materials 13.07 8.59
Communication Services 4.69 3.92
Industrials 23.36 4.46
Consumer Cyclical 10.66 14.28
Financial Services 11.96 15.78
Healthcare 13.9 13.56
Technology 11.08 2.85
Real Estate 1.48 1.72
Energy - 18.22
Utilities - 2.37

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