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  • UTI Small Cap Fund (Growth)
UTI Mutual Fund

UTI Small Cap Fund (Growth)

EquitySmall Cap

21.3937

NAV (Feb 23)

27.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

21.3937

NAV (Feb 23)

Fund Returns

Last 1Y
39.7%
Last 3Y
26.3%
Last 5Y
NA
Last 10Y
NA
Since Inception
27.1%
6 Month CAGR
16.4%

Scheme Information

Investment Objective

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies. However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved

Expense Ratio
1.85
Launched (4y ago)
Dec 22, 2020
AUM in Crores
3736.495
ISIN
INF789F1AUO6
Lock-in
No Lock-in
Benchmark
Nifty Smallcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.5
Standard Deviation (5yr)
0
Beta (3yr)
0.68
Beta (5yr)
0
Sharpe Ratio (3yr)
1.629
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Ankit Agarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Small Cap Fund (Growth)70%14,48,965 7,16,35326.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-02-23

Top Stock Holdings

net current assets

4.2%
4.2%

brigade enterprises ltd

2.6%
2.6%

karur vysya bank ltd

2.6%
2.6%

chalet hotels ltd

2.1%
2.1%

cholamandalam financial holdings ltd

2%
2%
See all holdings

Allocation by Sector

industrials

22.7%
22.7%

consumer cyclical

17.7%
17.7%

financial services

15.7%
15.7%

technology

12%
12%

healthcare

10.9%
10.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 13,846 cr

₹ 16,033 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 213,934 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 74 equity,579 debt and 34 hybrid funds.amc-img
022-62278000
invest@utico.in
Fund NameScripbox Opinion
Till Date CAGR

5.3%

6.8%

5.6%

7.2%

15.7%

12%

18.3%

15.2%

11.2%

9.4%

UTI Small Cap Fund (G) Review

UTI Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 27.1% over a period of 3 years. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Ankit Agarwal.

Nav of UTI Small Cap Fund (G) as of 2/23/2024 is ₹21.39 with the total AUM as of 2/25/2024 is ₹3736.495. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Small Cap Fund (G) was launched on Dec 22, 2020. The category risk of the fund is Very High Risk.

The minimum SIP amount for UTI Small Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

UTI Small Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Smallcap 250 TR INR.

UTI Small Cap Fund (G) is rated as a 0 fund in Equity and delivered 39.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Small Cap Fund (G).

Frequently Asked Questions

What is UTI Small Cap Fund (G)?

UTI Small Cap Fund (G) is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in UTI Small Cap Fund (G)?

You can invest in UTI Small Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of UTI Small Cap Fund (G)?

The minimum sip amount for UTI Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is UTI Small Cap Fund (G) good to invest in?

As per Scripbox experts, UTI Small Cap Fund (G) is a Not Reviewed Yet fund. You can investUTI Small Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the UTI Small Cap Fund (G)?

The expense ratio of the UTI Small Cap Fund (G) is 1.85% for regular plan.