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) ₹4538 Cr ₹26331 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 1.85 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 5.79% -0.63%
6 Month 12.58% -2.47%
1 Year 27.44% 24.99%
3 Year 20.57% 26.12%
5 Year - 45.54%

SIP Return Analysis

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund-Growth
6 Month - -
1 Year 30.01% 7.05%
3 Year 28.48% 31.05%
5 Year - 40.43%

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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