Side by side
Direct plans, growth option. Returns are annualised, to 09 Oct 2026.
| Edelweiss Small Cap | UTI Small Cap | |
|---|---|---|
| Category | Small Cap | Small Cap |
| Return over 1 year | 6.6% | 2.9% |
| Return over 3 years | 14.7% | 13.0% |
| Return over 5 years | 15.2% | 13.5% |
| Rank in category, 1 year | 21 of 30 | 26 of 30 |
| Rank in category, 3 years | 14 of 23 | 16 of 23 |
| Rank in category, 5 years | 9 of 21 | 14 of 21 |
| Against an index fund, 5 years | 2.3% ahead | 0.6% ahead |
| Regular plan return, 5 years | 13.4% | 11.9% |
| What the regular plan costs | 1.72% a year | 1.60% a year |
| Expense ratio, direct plan | 0.65% a year | 1.06% a year |
| Fund size | ₹7,000 crore | ₹5,229 crore |
Edelweiss Small Cap Fund returned 15.2% a year and UTI Small Cap Fund 13.5%. It was ahead in 3 of the 3 periods compared.
They share 27% of their holdings
From their latest disclosed portfolios, 27% of each fund sits in the same shares, across 31 companies, led by Karur Vysya Bank, City Union Bank, Navin Fluo.Intl., PNB Housing. That is a moderate overlap: the two funds differ enough to behave differently, but they are not independent.
What the numbers do not settle
The fund that was ahead over the last 5 years is not reliably the one ahead over the next. Look at whether a lead holds across periods, what each fund would cost you to enter and leave, and which fits the rest of what you own.
Check your whole portfolio
Add everything you hold to see which funds overlap, what you pay in commissions and where the portfolio is lopsided.
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Which fund suits you depends on your goals, your tax position and what else you own. An advisor will go through it with you on a free call.
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Questions
Which has given higher returns, Edelweiss Small Cap Fund or UTI Small Cap Fund?
Over the 5 years to 09 Oct 2026, Edelweiss Small Cap Fund returned 15.2% a year and UTI Small Cap Fund returned 13.5%, measured by their direct plans. Edelweiss Small Cap was ahead in 3 of the 3 periods compared. Past returns do not tell you which will lead next.
Are Edelweiss Small Cap Fund and UTI Small Cap Fund in the same category?
Yes. Both are small cap funds, so they invest in the same part of the market and are likely to hold many of the same shares.
How much do Edelweiss Small Cap Fund and UTI Small Cap Fund overlap?
About 27% of each fund is invested in the same shares, across 31 companies, going by their latest disclosed portfolios.
Should I switch from one to the other?
Not on past returns alone. A switch can mean an exit load and tax on your gains, and leadership between funds changes over time. Whether either fund suits you depends on your goals and the rest of your portfolio, which is a question for an advisor.
This page is information, not a recommendation to buy, sell or hold any fund. Returns are annualised, for the growth option, from NAVs published by AMFI. A ranking by past return says nothing certain about the future, and the right fund for you depends on your goals and the rest of your portfolio.
Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.