All comparisons
Head-to-head
Helios Small Cap Fund - Direct Plan - GrowthvsUTI Small Cap Fund - Direct Plan - Growth
Side-by-side comparison of Helios Small Cap Fund - Direct Plan - Growth and UTI Small Cap Fund - Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
small cap
Helios Small Cap Fund - Direct Plan - Growth
3Y ago—
5Y ago—
small cap
UTI Small Cap Fund - Direct Plan - Growth
3Y ago₹1.52 L
5Y ago₹2.13 L
Normalised price over time
Both funds start 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 | Helios Small Cap Fund - Direct … | UTI Small Cap Fund - Direct Pla… |
|---|---|---|
| Fund house | Helios Mutual Fund | UTI Mutual Fund |
| Category | Equity Schemes - Small Cap Fund | Equity Schemes - Small Cap Fund |
| Latest NAV | ₹11.71 | ₹30.3673 |
| Assets managed (AUM) | — | — |
| 1Y return | — | 9.17% |
| 3Y CAGR | — | 14.87% |
| 5Y CAGR | — | 16.30% |
| Since inception CAGR | 22.23% | 21.54% |
| Bumpiness · 3Y (annualised σ) | 17.74 | 16.80 |
| Worst drop ever | -16.90% | -22.34% |
| Sharpe · 3Y (rf=6%) | 0.81 | 0.49 |
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