UTI Small Cap Fund vs Sundaram Small Cap Fund Regular Plan compare
UTI Small Cap Fund - Regular Plan - Growth Option
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| 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) | ₹4538 Cr | ₹3450 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 22 Dec 2020 | 15 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 | 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 | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -6.06% | -5.75% |
| 6 Month | 1.75% | -1.21% |
| 1 Year | 17.47% | 11.68% |
| 3 Year | 16.51% | 16.76% |
| 5 Year | - | 24.64% |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.4% | 3.65% |
| 3 Year | 23.62% | 22.73% |
| 5 Year | - | 26.67% |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 25.21% | 16.53% |
| 3 Year | 23.3% | 17.99% |
| 5 Year | - | 15.23% |
| 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% | 0.83% |
| Beta | 0.72% | 0.75% |
| Alpha | 2.51% | 0.89% |
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| 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 |
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.85 | 4.61 |
| Small Cap | 83.91 | 85.31 |
| Mid Cap | 12.18 | 6.85 |
| Large Cap | - | 3.23 |
| Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.58 | 4.61 |
| 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 | 4.26 |
| Consumer Discretionary | 6.53 | - |
| Realty | - | 3.42 |
| Capital Markets | - | 7.76 |
| Auto Components | - | 5.11 |
| IT - Services | - | 4.96 |
| Industrial Manufacturing | - | 0.86 |
| Chemicals & Petrochemicals | - | 3.04 |
| Banks | - | 7.91 |
| Consumer Durables | - | 8.18 |
| Petroleum Products | - | 0.95 |
| Pharmaceuticals & Biotechnology | - | 4.78 |
| IT - Software | - | 4.07 |
| Personal Products | - | 2.27 |
| Agricultural Food & other Products | - | 0.94 |
| Industrial Products | - | 10.56 |
| Fertilizers & Agrochemicals | - | 1.69 |
| Finance | - | 5.47 |
| Electrical Equipment | - | 2.09 |
| Automobiles | - | 0.83 |
| Healthcare Services | - | 3.54 |
| Entertainment | - | 1.4 |
| Gas | - | 1.7 |
| Leisure Services | - | 3.37 |
| Cement & Cement Products | - | 1.67 |
| Other Consumer Services | - | 1.06 |
| Insurance | - | 0.59 |
| Transport Services | - | 0.28 |
| Textiles & Apparels | - | 0.83 |
| Beverages | - | 1.8 |
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