All comparisons
Head-to-head
UTI Small Cap Fund - Direct Plan - GrowthvsInvesco India Smallcap Fund - Direct Plan - Growth
Side-by-side comparison of UTI Small Cap Fund - Direct Plan - Growth and Invesco India Smallcap 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
UTI Small Cap Fund - Direct Plan - Growth
3Y ago₹1.52 L
5Y ago₹2.13 L
small cap
Invesco India Smallcap Fund - Direct Plan - Growth
3Y ago₹1.88 L
5Y ago₹2.57 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 | UTI Small Cap Fund - Direct Pla… | Invesco India Smallcap Fund - D… |
|---|---|---|
| Fund house | UTI Mutual Fund | Invesco Mutual Fund |
| Category | Equity Schemes - Small Cap Fund | Equity Schemes - Small Cap Fund |
| Latest NAV | ₹30.3673 | ₹54.76 |
| Assets managed (AUM) | — | — |
| 1Y return | 9.17% | 19.04% |
| 3Y CAGR | 14.87% | 23.51% |
| 5Y CAGR | 16.30% | 20.81% |
| Since inception CAGR | 21.54% | 24.08% |
| Bumpiness · 3Y (annualised σ) | 16.80 | 17.96 |
| Worst drop ever | -22.34% | -37.66% |
| Sharpe · 3Y (rf=6%) | 0.49 | 0.87 |
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