HDFC Small Cap Fund (G) vs UTI Small Cap Fund (G)

Both HDFC Small Cap Fund (G) and UTI Small Cap Fund (G) belong to Small Cap. Compare returns, expense ratio, risk, and portfolio performance. The 3Y return for HDFC Small Cap Fund (G) and UTI Small Cap Fund (G) is 29.03% and 24.351%. Check other parameters to pick the right fund.

Start comparing returns between

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HDFC Small Cap Fund (G)

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UTI Small Cap Fund (G)

Compare

Fund Returns

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Nav (20 Jun)

₹134.79

₹25.61

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Last 1 Year

2.4%

6.7%

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Last 3 Year

29%

24.4%

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Last 5 Year

33.7%

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Last 10 Year

18.2%

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Since Inception

16.3%

23.2%

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₹134.79
Nav (20 Jun)
2.4%
Last 1 Year
29%
Last 3 Year
33.7%
Last 5 Year
18.2%
Last 10 Year
16.3%
Since Inception
₹25.61
Nav (20 Jun)
6.7%
Last 1 Year
24.4%
Last 3 Year
-
Last 5 Year
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Last 10 Year
23.2%
Since Inception

Scripbox Opinion

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Scripbox Opinion
These are the top-ranked funds within small cap mutual funds.These funds invest in the smallest companies listed on the exchanges. Early in their growth cycle, these companies have the potential for vmore...

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Click here for top ranked funds in small cap mutual funds. Small Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-1more...

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Scripbox Fund Analysis

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Category View

Superior

The category has a superior investment outlook

Relatively Poor

The category has a relatively poor investment outlook

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Relative Size

₹ 34032.1 Cr

The fund has been a Category Leader on the Fund Size metric

₹ 4529 Cr

The performance of the fund on a Fund Size metric has been Neutral

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-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 34032.1 CrRelative Size
SuperiorCategory View
-Consistency Of Performance
-Track Record
High Interest Rate RiskImpact of Interest Rate Changes
High Credit RiskCredit Quality Of Fund's Portfolio
₹ 4529 CrRelative Size
Relatively PoorCategory View
-Consistency Of Performance

Scheme Information

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Risk Factor

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

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Expense Ratio
1.6 %
1.92 %
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Launched Date
2008-04-03
2020-12-22
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AUM in Crores
₹ 34,032 Cr
₹ 4,529 Cr
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Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1% if redeemed within one year.
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Lock-in
-
-
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Benchmark
BSE 250 SmallCap Total Return Index
NIFTY Smallcap 250 Total Return Index
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ISIN
INF179KA1RZ8
INF789F1AUO6
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SIP Minimum
₹ 1,000
₹ 1,000
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Lumpsum Minimum
₹ 5,000
₹ 5,000
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Fund Managers
user-avatar

Chirag Setalvad

user-avatar

Dhruv Muchhal

user-avatar

Ankit Agarwal

user-avatar

Deepesh Agarwal

user-avatar

Nitin Jain

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Investment Objective
The scheme seeks to provide long-term capital appreciation /income by investing predominantly in Small-Cap companies.more...
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies.more...
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risk-indicator-arrow.svg
Very High
Risk Factor
1.6 %
Expense Ratio
2008-04-03
Launched Date
₹ 34,032 Cr
AUM in Crores
Exit load of 1% if redeemed within 1 year
Exit Load
-
Lock-in
BSE 250 SmallCap Total Return Index
Benchmark
INF179KA1RZ8
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum
risk-indicator-arrow.svg
Very High
Risk Factor
1.92 %
Expense Ratio
2020-12-22
Launched Date
₹ 4,529 Cr
AUM in Crores
Exit load of 1% if redeemed within one year.
Exit Load
-
Lock-in
NIFTY Smallcap 250 Total Return Index
Benchmark
INF789F1AUO6
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum

Fund Managers

user-avatar

Chirag Setalvad

user-avatar

Dhruv Muchhal

user-avatar

Ankit Agarwal

user-avatar

Deepesh Agarwal

user-avatar

Nitin Jain

Investment Objective

The scheme seeks to provide long-term capital appreciation /income by investing predominantly in 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.

Returns Calculator

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This SIP Calculator helps you to know your returns. Fund returns are listed below based on the input.

of

for

with step-up of

CAGR Returns

33.75% (5Y)

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-

Total Investment Amount

₹ 7,32,612

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-

Wealth Gained

₹ 10,64,181

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-

Maturity Amount

₹ 17,96,793

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-

Step-up

Tenure

33.75% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 10,64,181

Wealth Gained

₹ 17,96,793

Total Corpus Created With assumed returns of %

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CAGR Returns

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Total Investment

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Wealth Gained

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Total Corpus Created With assumed returns of %

Asset Allocation and Holdings

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Top Stock Holdings

Others

7.46%
7.46%

Firstsource solutions ltd.

5.01%
5.01%

Bank of baroda

3.27%
3.27%

Sonata software ltd.

3.08%
3.08%

Eclerx services ltd.

2.63%
2.63%
See all holdingsright-arrowright-arrow

Techno electric & engineering ...

2.395%
2.395%

Multi commodity exchange of in...

2.342%
2.342%

Others

2.246%
2.246%

Carborundum universal ltd.

2.128%
2.128%

Brigade enterprises ltd.

2.032%
2.032%
See all holdingsright-arrowright-arrow

Amc Information

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Name

amc-logo
amc-logo
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About

HDFC Asset Management Company was started in the year 1999. Initially it was setup as a joint venture between HDFC and Standard Life Investment Limited (SLI) but subsequently theremore...
UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcemore...
more...
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Contact Information

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022 – 66316333
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HDFC Small Cap Fund (G)

Small Cap

Invest in this fund
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UTI Small Cap Fund (G)

Small Cap

Invest in this fund

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HDFC Small Cap Fund (G)

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UTI Small Cap Fund (G)

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