UTI Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund-Regular Plan-Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹7868 Cr | ₹3608 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 02 Nov 2018 | 05 Dec 2020 |
| Category | Small Cap | Small Cap |
| Fund Type | Close Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 4.59% | 12.69% |
| Expense Ratio | 1.72 | 1.85 |
| Manager | Chandraprakash Padiyar | Deepesh Agarwal |
| ISIN Code | INF277K015O2 | INF789F1AUO6 |
| Exits Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 | Exit load of 1% if redeemed within one year./365 |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.8% | 2.62% |
| 6 Month | 27.62% | 24.5% |
| 1 Year | 48.69% | 41.94% |
| 3 Year | 28.4% | 24.37% |
| 5 Year | 34.43% | - |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.89% | 14.6% |
| 3 Year | 50.59% | 39.61% |
| 5 Year | 124.15% | 50.96% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 34.72% | 21.52% |
| 3 Year | 93.09% | 54.93% |
| 5 Year | 137.56% | 58.81% |
| Scheme Name | Tata Small Cap Fund-Regular Plan-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.28% | 13.53% |
| Sharp | 1.35% | 1.09% |
| Beta | 0.67% | 0.72% |
| Alpha | 5.5% | 2.51% |
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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 | 6.71 | 3.85 |
| Small Cap | 91.58 | 83.91 |
| Mid Cap | 1.71 | 12.18 |
| Scheme Name |
Tata Small Cap Fund-Regular Plan-Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.57 | 2.58 |
| Healthcare | 7.97 | 11.67 |
| Financial | 13.46 | 12.56 |
| Metals & Mining | 8.28 | 8.08 |
| Services | 13.52 | 13.27 |
| Technology | 5.24 | 8.19 |
| Consumer Staples | 7.52 | 2.32 |
| Materials | 6.51 | 4.1 |
| Capital Goods | 11.25 | 11.39 |
| Construction | 4.58 | 5.69 |
| Chemicals | 9.78 | 4.16 |
| Automobile | 1.54 | 3.71 |
| Consumer Discretionary | 1.31 | 6.53 |
| Textiles | 2.47 | 4.55 |
| Energy | - | 1.14 |
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