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) | ₹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 |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -6.3% | -8.27% |
| 6 Month | 14.49% | 6.18% |
| 1 Year | 26.46% | 21.82% |
| 3 Year | 17.92% | 17.73% |
| 5 Year | - | 26.71% |
| Scheme Name | UTI Small Cap Fund - Regular Plan - Growth Option | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 28.9% | 22.27% |
| 3 Year | 27.07% | 28.41% |
| 5 Year | - | 30.37% |
| 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% | 1% |
| Beta | 0.72% | 0.75% |
| Alpha | 2.51% | 1.64% |
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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 | 6.79 |
| Small Cap | 83.91 | 76.79 |
| Mid Cap | 12.18 | 8.71 |
| Large Cap | - | 7.72 |
| 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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