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UTI Small Cap Fund vs Tata Small Cap Fund compare
Tata Small Cap Fund Regular Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.21% | 2.62% |
| 6 Month | -12.65% | -6.92% |
| 1 Year | 2.84% | 8.5% |
| 3 Year | 19.87% | 15.31% |
| 5 Year | 34.64% | - |
SIP Return Analysis
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.1% | -2.86% |
| 1 Year | -12.71% | -8.65% |
| 3 Year | 17.26% | 15.9% |
| 5 Year | 23.52% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Small Cap Fund Regular 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% | - |
Risk Management
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.861% | 15.798% |
| Sharp | 0.793% | 0.643% |
| Beta | 0.736% | 0.797% |
| Alpha | 3.356% | -1.253% |
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Fund Managers
| Scheme Name | Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Chandraprakash Padiyar | Deepesh Agarwal |
| Total AUM | ₹15627 Cr | ₹35015 Cr |
| Funds Managed | 3 | 9 |
| Tata Small Cap Fund Regular Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Small Cap Fund Regular Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.03 | 4.22 |
| Small Cap | 84.22 | 80.51 |
| Mid Cap | 8.75 | 15.27 |
Sector Allocation
| Scheme Name |
Tata Small Cap Fund Regular Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.25 | 4.06 |
| Healthcare | 10.59 | 13.9 |
| Basic Materials | 18.16 | 13.07 |
| Consumer Cyclical | 15.97 | 10.66 |
| Financial Services | 8.32 | 11.96 |
| Technology | 5.85 | 11.08 |
| Real Estate | 3.86 | 1.48 |
| Industrials | 24.35 | 23.36 |
| Consumer Defensive | 3.84 | 5.74 |
| Utilities | 0.82 | - |
| Communication Services | - | 4.69 |
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