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
JM Small Cap Fund - Direct Plan - Growth Option
3Y ago—
5Y ago—
small capDirect
UTI Small Cap Fund - Direct Plan - Growth
3Y ago₹1.52 L
5Y ago₹2.13 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 | JM Small Cap Fund - Direct Plan… | UTI Small Cap Fund - Direct Pla… |
|---|---|---|
| Fund house | JM Financial Mutual Fund | UTI Mutual Fund |
| Category | Equity Schemes - Small Cap Fund | Equity Schemes - Small Cap Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹12.0545 | ₹30.3673 |
| Assets managed (AUM) | — | — |
| 1M return | 2.46% | 1.16% |
| 6M return | 32.32% | 20.14% |
| 1Y return | 20.44% | 9.17% |
| 3Y CAGR | — | 14.87% |
| 5Y CAGR | — | 16.30% |
| Since inception CAGR | 8.93% | 21.54% |
| Bumpiness · 3Y (annualised σ) | 20.70 | 16.80 |
| Worst drop ever | -24.36% | -22.34% |
| Sharpe · 3Y (rf=6%) | 0.13 | 0.49 |