Small Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
These funds invest in the smallest companies listed on the exchanges.
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
Investment Duration5 years
7,32,612
Total Investment6,61,763
Wealth Gained13,94,375
Total Corpus Created (₹)
With CAGR of 24.936 % in 5 years₹ 28.101
NAV (Jul 29)
Last 1Y | 2.4% |
Last 3Y | 22.1% |
Last 5Y | - |
Last 10Y | - |
Since Inception | 24.9% |
6 Month CAGR | 10.6% |
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies.
Expense Ratio | 0.75 % |
Launched 4Y ago | 2020-12-22 |
AUM in Crores | 4844.4 |
ISIN | INF789F1AUQ1 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 17.3 |
Beta | 0.8 |
Sharpe Ratio | 0.5 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
UTI Small Cap Fund Direct (G) | 12,89,859 | 5,57,247 | 22.1% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Techno Electric & Engineering Company Ltd.
2.4%Multi Commodity Exchange Of India Ltd.
2.34%Others
2.25%Carborundum Universal Ltd.
2.13%Brigade Enterprises Ltd.
2.03%Healthcare
15.63%Services
12.8%Capital Goods
10.03%Financial
9.28%Technology
8.79%Fund Name | Fund Size | |
---|---|---|
₹ 110,392 cr | ||
₹ 72,336 cr | ||
₹ 17,427 cr | ||
₹ 30,616 cr | ||
₹ 79,584 cr |
UTI Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
20.8% | 10.3% | ||
12% | 10% | ||
7.9% | 7% | ||
7.6% | 6.8% | ||
7.5% | 7% |
Investment Duration5 years
7,32,612
Total Investment6,61,763
Wealth Gained13,94,375
Total Corpus Created (₹)
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