Compare Mutual Funds

Insights from Fund Comparison

• Both SBI Small Cap Fund (G) and UTI-Small Cap Fund (IDCW) are Small Cap Fund, Equity schemes. SBI Small Cap Fund (G) is 16 yrs 10 m old and manages ₹37,140.78 Crs, whereas UTI-Small Cap Fund (IDCW) is 5 yrs 5 m old with ₹4,872.44 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 (9.20%), Auto Ancillaries (8.74%), and Finance (7.28%), while UTI-Small Cap Fund (IDCW) focuses on Pharmaceuticals (7.91%), IT - Software (7.66%), and Banks (6.48%).
• 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 (11.03%), Ather Energy Ltd. (5.06%), Navin Fluorine International Ltd. (2.89%), City Union Bank Ltd. (2.86%), and ZF Commercial Vehicle Control Systems India Ltd. (2.77%), whereas UTI-Small Cap Fund (IDCW) holds NET CURRENT ASSETS (3.25%), TD POWER SYSTEMS LTD. (2.66%), KARUR VYSYA BANK LTD. (2.64%), MULTI COMMODITY EXCHANGE OF IN (2.62%), and ACUTAAS CHEMICALS LIMITED (2.07%).
• 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 87.02% equity and 2.01% debt, while UTI-Small Cap Fund (IDCW) has 96.69% equity and 0.00% debt.
• UTI-Small Cap Fund (IDCW) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.