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
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) | ₹4351 Cr | ₹3168 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 | 1.9 | 1.97 |
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 |
Trailing Lumpsum Returns
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 2.69% | 5.77% |
6 Month | -7.27% | -7.7% |
1 Year | 12.11% | 4.73% |
3 Year | 15.52% | 17.6% |
5 Year | - | 32.61% |
SIP Return Analysis
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -5.19% | -2.7% |
1 Year | -11.1% | -10.61% |
3 Year | 15.1% | 16.11% |
5 Year | - | 21.26% |
Rolling Lumpsum Returns
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 25.55% | 16.78% |
3 Year | 22.88% | 18.05% |
5 Year | - | 15.38% |
Risk Management
Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.798% | 14.09% |
Sharp | 0.643% | 0.52% |
Beta | 0.797% | 0.77% |
Alpha | -1.253% | 0.22% |
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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 |
Funds Managed | 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 | 4.22 | 8.14 |
Small Cap | 80.51 | 83.41 |
Mid Cap | 15.27 | 2.94 |
Large Cap | - | 5.51 |
Sector Allocation
Scheme Name |
UTI Small Cap Fund - Regular Plan - Growth Option |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 4.06 | 8.9 |
Consumer Defensive | 5.74 | 4.93 |
Basic Materials | 13.07 | 9.08 |
Communication Services | 4.69 | 3.59 |
Industrials | 23.36 | 19.46 |
Consumer Cyclical | 10.66 | 18.36 |
Financial Services | 11.96 | 17.68 |
Healthcare | 13.9 | 9.08 |
Technology | 11.08 | 4.4 |
Real Estate | 1.48 | 3.3 |
Utilities | - | 1.22 |
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