UTI Small Cap Fund vs Tata Small Cap Fund compare

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Tata Small Cap Fund-Regular Plan-Growth

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UTI Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Fund	Tata Small Cap Fund-Regular Plan-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹8883 Cr	₹4351 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	12 Nov 2018	22 Dec 2020
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	4.59%	12.69%
Expense Ratio	1.7	1.9
Manager	Chandraprakash Padiyar	Deepesh Agarwal
ISIN Code	INF277K015O2	INF789F1AUO6
Exits Load	Tata Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	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

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Month	-9.95%	-9.58%
6 Month	-14.83%	-12.93%
1 Year	6.46%	6.96%
3 Year	20.36%	15.41%
5 Year	26.26%	-

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-13.46%	-9.33%
3 Year	17.38%	14.88%
5 Year	25.18%	-

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Year	28.19%	25.55%
3 Year	29.82%	22.88%
5 Year	28.63%	-

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	15.464%	15.798%
Sharp	0.858%	0.643%
Beta	0.755%	0.797%
Alpha	2.46%	-1.253%

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Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Name	Chandraprakash Padiyar	Deepesh Agarwal
Total AUM	₹15627 Cr	₹35015 Cr
Fund Manage	3	9
	Tata Small Cap Fund-Regular Plan-Growth	UTI Small Cap Fund - Regular Plan - Growth Option

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	7.66	3.85
Small Cap	84.36	83.91
Mid Cap	7.98	12.18

Scheme Name	Tata Small Cap Fund-Regular Plan-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	7.66	2.58
Pharmaceuticals & Biotechnology	5.08	-
Industrial Products	16.54	-
Leisure Services	3.28	-
Healthcare Services	4.07	-
Banks	4.78	-
Capital Markets	4.13	-
IT - Software	2.22	-
Power	0.1	-
Consumer Durables	4.02	-
IT - Hardware	1.77	-
Transport Services	2.04	-
Household Products	0.75	-
Agricultural Food & other Products	1.76	-
Auto Components	4.17	-
Diversified	3.31	-
Realty	4.93	-
Chemicals & Petrochemicals	9.99	-
Retailing	1.02	-
Transport Infrastructure	2.26	-
Fertilizers & Agrochemicals	1	-
Other Construction Materials	0.59	-
Commercial Services & Supplies	5.86	-
Industrial Manufacturing	2.04	-
Textiles & Apparels	2.34	-
Ferrous Metals	1.36	-
Beverages	2.93	-
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
Consumer Discretionary	-	6.53