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-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-Growth
Fund UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3608 Cr ₹22901 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Dec 2020 24 Nov 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 1.85 1.62
Manager Deepesh Agarwal Sanjeev Sharma
ISIN Code INF789F1AUO6 INF966L01AA0
Exits Load Exit load of 1% if redeemed within one year./365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund-Growth
1 Month -6.3% -7.53%
6 Month 14.49% 1.89%
1 Year 26.46% 34.42%
3 Year 17.92% 24.04%
5 Year - 44.32%

SIP Return Analysis

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund-Growth
6 Month - -
1 Year 28.9% 20.17%
3 Year 27.07% 34.2%
5 Year - 42.72%

Rolling Lumpsum Returns

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund-Growth
1 Year 25.21% 10.41%
3 Year 23.3% 10.27%
5 Year - 10.08%

Risk Management

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund-Growth
Standard Deviation 13.53% 18.63%
Sharp 1.09% 1.2%
Beta 0.72% 0.93%
Alpha 2.51% 4.23%

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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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