- Mutual Funds
- UTI Mutual Fund
- UTI Small Cap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 19.0313
NAV (Sep 29)
Fund Returns
Last 1Y | 22.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 26.2% |
6 Month CAGR | 30.6% |
Scheme Information
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 | 1.87 |
Launched (3y ago) | Dec 22, 2020 |
AUM in Crores | 3127.697 |
ISIN | INF789F1AUO6 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Smallcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Small Cap Fund (Growth) | NaN | NaN | % | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
net current assets
4%carborundum universal ltd
2.2%cera sanitaryware ltd
2.2%chalet hotels ltd
2.1%brigade enterprises ltd
2.1%Allocation by Sector
industrials
26.3%consumer cyclical
15.9%financial services
13.7%basic materials
11.4%technology
10.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 6.8% | ||
5.1% | 7.2% | ||
21.6% | 11.6% | ||
23.2% | 14.9% | ||
20.4% | 15.5% |
UTI Small Cap Fund (G) Review
UTI Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 26.2% over a period of 2 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 9/29/2023 is ₹19.03 with the total AUM as of 10/1/2023 is ₹3127.697. 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 IISL Nifty Smallcap 250 TR INR.
UTI Small Cap Fund (G) is rated as a 0 fund in Equity and delivered 22.8% 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)?
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 1.87% for regular plan.