• Mutual Funds
  • UTI Mutual Fund
  • UTI Small Cap Fund (G)
UTI Mutual Fund

UTI Small Cap Fund (G)

EquitySmall Cap

26.9202

NAV (Sep 13)

30.419%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

26.9202

NAV (Sep 13)

Fund Returns

Last 1Y
40.9%
Last 3Y
23.2%
Last 5Y
NA
Last 10Y
NA
Since Inception
30.4%
6 Month CAGR
38.7%

Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies.

Expense Ratio
1.83
Launched (0y ago)
1.83
AUM in Crores
4572.9
ISIN
INF789F1AUO6
Lock-in
Benchmark
NIFTY Smallcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
14.6
Beta
0.7
Sharpe Ratio
1.1
YTM
Fund Managers

Ankit Agarwal

Fund Manager

Deepesh Agarwal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
UTI Small Cap Fund (G)70%13,28,290 5,95,67823.2%
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 2023-12-21

Top Stock Holdings

Techno Electric & Engineering Company Ltd.

2.4%
2.395%

Multi Commodity Exchange Of India Ltd.

2.3%
2.342%

Others

2.2%
2.246%

Carborundum Universal Ltd.

2.1%
2.128%

Brigade Enterprises Ltd.

2%
2.032%
See all holdings

Allocation by Sector

Services

13.838057%
13.838057%

Healthcare

11.838453%
11.838453%

Financial

11.151799%
11.151799%

Capital Goods

11.124458%
11.124458%

Technology

8.95909%
8.95909%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

UTI Mutual Fund

UTI Asset Management Compnay has been frated the 7th largest ASM Company by CRISIL. They manage about 11 million live folios and have a client base of 12.8%. Being a part and parcel of Unit Trust of India, the Government of India holds about 74% stake in the Company. UTI AMC Limited offers wide range of products and have been a pioneer in launching various profitable schemes.amc-img
phone-img0263 2296993
Fund NameScripbox Opinion
Till Date CAGR

6.273%

7.257%

5.924%

6.799%

6.004%

6.856%

18.514%

15.41%

23.454%

14.304%

UTI Small Cap Fund (G) Review

UTI Small Cap Fund (G) is a Equity Equity fund and has delivered an annualised return of 30.419% over a period of 3 years. The fund is managed by UTI Mutual Fund. The fund manager’s name is [object Object],[object Object].

Nav of UTI Small Cap Fund (G) as of 9/13/2024 is ₹26.92 with the total AUM as of 9/14/2024 is ₹4572.8525. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Small Cap Fund (G) was launched on 2020-12-22. The category risk of the fund is Average.

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 Total Return Index.

UTI Small Cap Fund (G) is rated as a null fund in Equity and delivered 40.853% 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 Equity 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 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 1.83% for regular plan.