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SBI Small Cap Fund vs UTI Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
13.45%
VS
3Y Return
14.7%
| Parameter | ASBI Small Cap Fund - Direct Plan - Growth | BUTI Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | UTI Mutual Fund |
| Category | Small Cap | Large Cap |
| NAV (₹) | 192.12 | 497.22 |
| AUM (₹ Cr) | 2.46 Lac Cr | 2.00 Lac Cr |
| Expense Ratio (%) | 0.82% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 17.83 | 11.79 |
| Sharpe Ratio | 0.39 | 0.7 |
| 1 Year Return (%) | 0.06% | -4.02% |
| 3 Year Return (%) | 13.45% | 14.7% |
| 5 Year Return (%) | 14.57% | 12.03% |
| Since Launch (%) | 23.96% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 18 November 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | R. Srinivasan (10.2 years yrs) | V. Srivatsa (3.5 years yrs) |
| Benchmark | Nifty Smallcap 250 TRI | Nifty 50 |
| Top 3 Holdings | Aarti Drugs Ltd. (3.2%), Hatsun Agro Product Ltd. (2.9%), National Aluminium Company Ltd. (2.7%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 91.00% | Cash & Equivalents: 9.00% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 23% | 21% |
Why consider SBI Small Cap Fund?
- Expense ratio: 0.82%
- 3Y return: 13.45%
- AUM: 2.46 Lac Cr
- Sharpe Ratio: 0.39
Why consider UTI Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.00 Lac Cr
- Sharpe Ratio: 0.7
SIP Calculator – Compare Growth Potential
SBI Small Cap Fund
₹1267390.94
@13.4% annual return (3Y)
UTI Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price
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⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.