Compare Mutual Funds

Insights from Fund Comparison

• Both SBI Small Cap Fund (G) and UTI-Small Cap Fund (G) are Small Cap Fund, Equity schemes. SBI Small Cap Fund (G) is 16 yrs 7 m old and manages ₹34,931.73 Crs, whereas UTI-Small Cap Fund (G) is 5 yrs 3 m old with ₹4,546.63 Crs.
• SBI Small Cap Fund (G) is therefore older and larger, which may indicate more experience and investor confidence.
• SBI Small Cap Fund (G) has its top 3 sectors in Chemicals (8.98%), Auto Ancillaries (8.50%), and Finance (7.43%), while UTI-Small Cap Fund (G) focuses on Pharmaceuticals (8.22%), Banks (7.71%), and IT - Software (7.46%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• SBI Small Cap Fund (G) holds TREPS (11.80%), Ather Energy Ltd. (4.09%), City Union Bank Ltd. (3.21%), ZF Commercial Vehicle Control Systems India Ltd. (3.04%), and Kalpataru Projects International Ltd. (2.80%), whereas UTI-Small Cap Fund (G) holds NET CURRENT ASSETS (5.02%), KARUR VYSYA BANK LTD. (3.15%), TD POWER SYSTEMS LTD. (2.59%), KEI INDUSTRIES LTD. (2.54%), and ACUTAAS CHEMICALS LIMITED (2.49%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, SBI Small Cap Fund (G) has 85.96% equity and 2.12% debt, while UTI-Small Cap Fund (G) has 94.95% equity and 0.00% debt.
• UTI-Small Cap Fund (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• SBI Small Cap Fund (G) outperformed UTI-Small Cap Fund (G) in 3 Months, 1 Year (returns: -9.43%, -3.96% ) but underperformed in 6 Months, 3 Years, 5 Years (returns: -11.47%, 12.37%, 14.56%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.