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 2.62% 1.5%
6 Month 24.5% 17.99%
1 Year 41.94% 56.18%
3 Year 24.37% 32.65%
5 Year - 49.46%

SIP Return Analysis

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund-Growth
6 Month - -
1 Year 14.6% 24.73%
3 Year 39.61% 68.93%
5 Year 50.96% 208.85%

Rolling Lumpsum Returns

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Quant Small Cap Fund-Growth
1 Year 21.52% 53.72%
3 Year 54.93% 137.8%
5 Year 58.81% 222.2%

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 9.51
Small Cap 83.91 65.91
Mid Cap 12.18 -
Large Cap - 24.56

Sector Allocation

Scheme Name

UTI Small Cap Fund - Regular Plan - Growth Option

Quant Small Cap Fund-Growth

Others 2.58 2.66
Financial 12.56 24.78
Consumer Staples 2.32 6.04
Healthcare 11.67 7.32
Technology 8.19 1.78
Energy 1.14 13.24
Chemicals 4.16 2.75
Materials 4.1 0.96
Capital Goods 11.39 4.29
Services 13.27 11.05
Metals & Mining 8.08 5.89
Automobile 3.71 1.79
Textiles 4.55 3.26
Construction 5.69 8.84
Consumer Discretionary 6.53 -
Communication - 3.64
Insurance - 1.69

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