Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
small capDirect
UTI Small Cap Fund - Direct Plan - Growth
3Y ago₹1.52 L
5Y ago₹2.13 L
small capDirect
Axis Small Cap Fund - Direct Plan - Growth Option
3Y ago₹1.57 L
5Y ago₹2.17 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | UTI Small Cap Fund - Direct Pla… | Axis Small Cap Fund - Direct Pl… |
|---|---|---|
| Fund house | UTI Mutual Fund | Axis Mutual Fund |
| Category | Equity Schemes - Small Cap Fund | Equity Schemes - Small Cap Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹30.3673 | ₹136.77 |
| Assets managed (AUM) | — | — |
| 1M return | 1.16% | 2.90% |
| 6M return | 20.14% | 17.37% |
| 1Y return | 9.17% | 12.43% |
| 3Y CAGR | 14.87% | 16.13% |
| 5Y CAGR | 16.30% | 16.71% |
| Since inception CAGR | 21.54% | 22.78% |
| Bumpiness · 3Y (annualised σ) | 16.80 | 14.93 |
| Worst drop ever | -22.34% | -34.64% |
| Sharpe · 3Y (rf=6%) | 0.49 | 0.60 |