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 13.554% and 15.318%. 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 (12 Jun)

₹134.04

₹25.97

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Last 1 Year

-2.6%

0%

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Last 3 Year

13.6%

15.3%

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Last 5 Year

15.9%

15%

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Last 10 Year

17.3%

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Since Inception

15.3%

19%

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₹134.04
Nav (12 Jun)
-2.6%
Last 1 Year
13.6%
Last 3 Year
15.9%
Last 5 Year
17.3%
Last 10 Year
15.3%
Since Inception
₹25.97
Nav (12 Jun)
0%
Last 1 Year
15.3%
Last 3 Year
15%
Last 5 Year
-
Last 10 Year
19%
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...

Explore similar funds with a Scripbox plan. Explore the plan below.

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...

Explore similar funds with a Scripbox plan. Explore the plan below.

Scripbox Fund Analysis

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Category View

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Relative Size

₹ 38809.5 Cr

₹ 4970.4 Cr

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-Track Record
-Impact of Interest Rate Changes
-Credit Quality Of Fund's Portfolio
₹ 38809.5 CrRelative Size
-Category View
-Consistency Of Performance
-Track Record
-Impact of Interest Rate Changes
-Credit Quality Of Fund's Portfolio
₹ 4970.4 CrRelative Size
-Category 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
1.54 %
1.86 %
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Launched Date
2008-04-03
2020-12-22
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AUM in Crores
₹ 38,809 Cr
₹ 4,970 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
1.54 %
Expense Ratio
2008-04-03
Launched Date
₹ 38,809 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
1.86 %
Expense Ratio
2020-12-22
Launched Date
₹ 4,970 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

15.89% (5Y)

15.01% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 3,57,290

₹ 3,32,151

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Maturity Amount

₹ 10,89,902

₹ 10,64,763

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Step-up

Tenure

15.89% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 3,57,290

Wealth Gained

₹ 10,89,902

Total Corpus Created With assumed returns of %

15.01% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 3,32,151

Wealth Gained

₹ 10,64,763

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

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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

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HDFC Small Cap Fund (G)

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UTI Small Cap Fund (G)

Small Cap

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