Compare SBI Small Cap Fund vs UTI Small Cap Fund
SBI Small Cap Fund
UTI Small Cap Fund
Risk
Very High
Very High
Rating
2.0
2.0
Min SIP Amount
₹500
₹500
Expense Ratio
1.57
2
NAV
₹204.81
₹29.41
Fund Started
27 Jul 2009
02 Dec 2020
Fund Size
₹40156.66 Cr
₹5213.42 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1% if redeemed within one year.
1 Year
2.37%
3.04%
3 Year
11.29%
14.62%
5 Year
13.13%
14.26%
Equity
92.80%
95.51%
Cash
5.95%
4.46%
Top 10 Holdings
Ather Energy Ltd. | 5.71% |
Navin Fluorine International Ltd. | 3.12% |
Honeywell Automation India Ltd. | 2.95% |
City Union Bank Ltd. | 2.72% |
Kalpataru Projects International Ltd. | 2.70% |
ZF Commercial Vehicle Control Systems India Ltd. | 2.68% |
Belrise Industries Ltd. | 2.59% |
Krishna Institute of Medical Sciences Ltd | 2.50% |
Sundram Fasteners Ltd. | 2.33% |
K.P.R. Mill Ltd. | 2.26% |
Acutaas Chemicals Ltd. | 2.72% |
Karur Vysya Bank Ltd. | 2.39% |
TD Power Systems Ltd. | 2.37% |
Navin Fluorine International Ltd. | 2.34% |
Inox India Ltd. | 2.17% |
Aster DM Healthcare Ltd. | 2.07% |
Ujjivan Small Finance Bank Ltd. | 1.90% |
Caplin Point Laboratories Ltd. | 1.88% |
Delhivery Ltd. | 1.75% |
City Union Bank Ltd. | 1.75% |
Name
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Start Date
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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
