UTI Small Cap Fund vs Quant Small Cap Fund compare
UTI Small Cap Fund - Regular Plan - Growth Option
Quant Small Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund-Growth |
---|---|---|
Fund | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
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-Growth |
---|---|---|
1 Month | -9.58% | -9.11% |
6 Month | -12.93% | -18.89% |
1 Year | 6.96% | -5.53% |
3 Year | 15.41% | 21.2% |
5 Year | - | 38.09% |
SIP Return Analysis
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -9.33% | -21.53% |
3 Year | 14.88% | 18.64% |
5 Year | - | 31.53% |
Rolling Lumpsum Returns
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund-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-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-Growth |
---|---|---|
Name | Deepesh Agarwal | Sanjeev Sharma |
Total AUM | ₹35015 Cr | ₹39731 Cr |
Fund Manage | 9 | 22 |
UTI Small Cap Fund - Regular Plan - Growth Option | Quant Small Cap Fund-Growth |
Market Cap
Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Quant Small Cap Fund-Growth |
---|---|---|
Others | 3.85 | 13.06 |
Small Cap | 83.91 | 66.27 |
Mid Cap | 12.18 | - |
Large Cap | - | 20.6 |
Sector Allocation
Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Quant Small Cap Fund-Growth |
---|---|---|
Others | 2.58 | 13.06 |
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 | - |
Construction | 5.69 | 1.52 |
Consumer Discretionary | 6.53 | - |
Petroleum Products | - | 9.63 |
Food Products | - | 5.05 |
Chemicals & Petrochemicals | - | 1.85 |
Fertilizers & Agrochemicals | - | 3.01 |
Finance | - | 10.66 |
Textiles & Apparels | - | 2.51 |
Pharmaceuticals & Biotechnology | - | 9.28 |
Insurance | - | 0.28 |
Electrical Equipment | - | 0.72 |
Agricultural Food & other Products | - | 1.64 |
Beverages | - | 0.75 |
Consumable Fuels | - | 0.24 |
Leisure Services | - | 2.17 |
Consumer Durables | - | 0.75 |
Healthcare Equipment & Supplies | - | 2.65 |
Gas | - | 3.78 |
Industrial Products | - | 1.72 |
Realty | - | 1.69 |
Personal Products | - | 0.19 |
Industrial Manufacturing | - | 0.14 |
Auto Components | - | 3.31 |
Entertainment | - | 3.22 |
Retailing | - | 5.74 |
Capital Markets | - | 1.63 |
Telecom - Services | - | 4.11 |
Healthcare Services | - | 1.64 |
Banks | - | 3.82 |
Minerals & Mining | - | 0.37 |
Commercial Services & Supplies | - | 0.02 |
Power | - | 2.78 |
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