UTI Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare

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

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tortoise-icon Sundaram Small Cap Fund Regular Plan - 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 Sundaram Small Cap Fund Regular Plan - Growth
Fund UTI Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3608 Cr ₹3333 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Dec 2020 10 Feb 2005
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 12.69% 22%
Expense Ratio 1.85 1.93
Manager Deepesh Agarwal Rohit Seksaria
ISIN Code INF789F1AUO6 INF903J01470
Exits Load Exit load of 1% if redeemed within one year./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
1 Month 2.62% -3.17%
6 Month 24.5% 13.17%
1 Year 41.94% 38.46%
3 Year 24.37% 21.34%
5 Year - 27.92%

SIP Return Analysis

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 14.6% 16.31%
3 Year 39.61% 48.22%
5 Year 50.96% 111.75%

Rolling Lumpsum Returns

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
1 Year 24.52% 16.58%
3 Year 23.29% 18.1%
5 Year - 15.28%

Risk Management

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 13.53% 14.09%
Sharp 1.09% 1.09%
Beta 0.72% 0.75%
Alpha 2.51% 1.53%

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Fund Managers

Scheme Name UTI Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth
Name Deepesh Agarwal Rohit Seksaria
Total AUM ₹35015 Cr ₹0 Cr
Fund Manage 9 15
UTI Small Cap Fund - Regular Plan - Growth Option Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

UTI Small Cap Fund - Regular Plan - Growth Option

Sundaram Small Cap Fund Regular Plan - Growth

Others 3.85 6.79
Small Cap 83.91 76.79
Mid Cap 12.18 8.71
Large Cap - 7.72

Sector Allocation

Scheme Name

UTI Small Cap Fund - Regular Plan - Growth Option

Sundaram Small Cap Fund Regular Plan - Growth

Others 2.58 2.48
Financial 12.56 24.44
Consumer Staples 2.32 6.04
Healthcare 11.67 8.1
Technology 8.19 8.31
Energy 1.14 1.2
Chemicals 4.16 2.36
Materials 4.1 4.69
Capital Goods 11.39 10.59
Services 13.27 11.54
Metals & Mining 8.08 2.72
Automobile 3.71 3.14
Textiles 4.55 1.12
Construction 5.69 6.33
Consumer Discretionary 6.53 5.01
Unclassified - 1.94

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