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Compare SBI Small Cap Fund vs UTI Small Cap Fund

Fund Comparison

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Fund Details

Risk
Very High
Very High
Rating
3.0
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.57
1.85
NAV
₹184.63
₹27.66
Fund Started
27 Jul 2009
02 Dec 2020
Fund Size
₹33285.18 Cr
₹4650.65 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1% if redeemed within one year.

Risk

Very High
Very High

Rating

3.0
3.0

Min SIP Amount

₹500
₹500

Expense Ratio

1.57
1.85

NAV

₹184.63
₹27.66

Fund Started

27 Jul 2009
02 Dec 2020

Fund Size

₹33285.18 Cr
₹4650.65 Cr

Exit Load

Exit load of 1% if redeemed within 1 year
Exit load of 1% if redeemed within one year.

Returns

1 Year
30.23%
34.94%
3 Year
20.31%
21.29%
5 Year
28.51%
-

1 Year

30.23%
34.94%

3 Year

20.31%
21.29%

5 Year

28.51%
-

Holding Analysis

Equity
90.02%
96.77%
Cash
9.98%
3.13%

Equity

90.02%
96.77%

Cash

9.98%
3.13%

Top Holdings

Top 10 Holdings
Name
Assets
Nifty 50
3.65%
Blue Star Ltd.
3.08%
DOMS Industries Ltd.
2.97%
Finolex Industries Ltd.
2.79%
Kalpataru Projects International Ltd.
2.71%
Chalet Hotels Ltd.
2.60%
E.I.D. - Parry (India) Ltd.
2.40%
SBFC Finance Ltd.
2.33%
City Union Bank Ltd.
2.32%
Triveni Turbine Ltd.
2.27%
Name
Assets
Multi Commodity Exchange Of India Ltd.
2.80%
Coforge Ltd.
1.95%
Computer Age Management Services Ltd.
1.95%
Brigade Enterprises Ltd.
1.94%
Karur Vysya Bank Ltd.
1.86%
Techno Electric & Engineering Company Ltd.
1.84%
Caplin Point Laboratories Ltd.
1.83%
Marksans Pharma Ltd.
1.79%
Carborundum Universal Ltd.
1.77%
Blue Star Ltd.
1.68%

Top 10 Holdings

Name
Assets
Nifty 50
3.65%
Blue Star Ltd.
3.08%
DOMS Industries Ltd.
2.97%
Finolex Industries Ltd.
2.79%
Kalpataru Projects International Ltd.
2.71%
Chalet Hotels Ltd.
2.60%
E.I.D. - Parry (India) Ltd.
2.40%
SBFC Finance Ltd.
2.33%
City Union Bank Ltd.
2.32%
Triveni Turbine Ltd.
2.27%
Name
Assets
Multi Commodity Exchange Of India Ltd.
2.80%
Coforge Ltd.
1.95%
Computer Age Management Services Ltd.
1.95%
Brigade Enterprises Ltd.
1.94%
Karur Vysya Bank Ltd.
1.86%
Techno Electric & Engineering Company Ltd.
1.84%
Caplin Point Laboratories Ltd.
1.83%
Marksans Pharma Ltd.
1.79%
Carborundum Universal Ltd.
1.77%
Blue Star Ltd.
1.68%

Fund Manager

Name
Rama Iyer Srinivasan
Nitin Jain
Start Date
08 Sep 2020
01 Oct 2024

Name

Rama Iyer Srinivasan
Nitin Jain

Start Date

08 Sep 2020
01 Oct 2024

About Fund

Description
The scheme seeks to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of small cap companies.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies.
Launch Date
27 Jul 2009
02 Dec 2020

Description

The scheme seeks to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of small cap companies.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies.

Launch Date

27 Jul 2009
02 Dec 2020