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Compare Mutual Funds
Comparing UTI Small Cap Fund vs Invesco India Smallcap FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - equity, small cap
- equity, small cap
- Fund Age
- 4 yrs 7 m
- 6 yrs 9 m
- Fund Size
- ₹4,529 Cr
- ₹6,823 Cr
- 3 months
- 13.58%
- 13.17%
- 6 months
- 5.35%
- 6.73%
- 1 year
- 9.91%
- 14.86%
- 3 year
- 24.17%
- 31.72%
- 5 year
- NA
- 35.46%
- Standard Deviation
- 17.11
- 16.35
- Sharpe
- 1.09
- 1.5
- Beta
- 0.85
- 0.81
- Sortino
- 1.48
- 1.77
- Alpha
- -0.12
- 6.73
- Top 3 sectors
- Healthcare (13.43%)
- Services (13.39%)
- Financial (12.6%)
- Services (21.42%)
- Financial (19.75%)
- Healthcare (16.740000000000002%)
- Top 5 holdings
- Multi Commodity Exchange Of India Ltd. (2.95%)
- City Union Bank Ltd. (2.27%)
- Techno Electric & Engineering Company Ltd. (2.13%)
- Paradeep Phosphates Ltd. (2.11%)
- Karur Vysya Bank Ltd. (2.03%)
- Interglobe Aviation Ltd. (4.44%)
- Multi Commodity Exchange Of India Ltd. (4.12%)
- BSE Ltd. (3.59%)
- Krishna Institute of Medical Sciences Ltd (3.41%)
- Aditya Birla Real Estate Ltd. (3.33%)
- Equity%
- 96.31271374%
- 98.11%
- Debt%
- 0.02119666%
- 0.0%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 0.65%
- 0.44%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- NIFTY Smallcap 250 TRI
- BSE 250 SmallCap TRI
- Min. Investment
- SIP ₹500 & Lumpsum ₹5000
- SIP ₹500 & Lumpsum ₹1000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Ankit Agarwal
- Nitin Jain
- Taher Badshah
- Aditya Khemani
