Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 25.3132
NAV (Jul 25)
Last 1Y | 41.4% |
Last 3Y | 22.7% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 29.5% |
6 Month CAGR | 19.4% |
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 | 1.83 |
Launched (4y ago) | Dec 22, 2020 |
AUM in Crores | 4221.005 |
ISIN | INF789F1AUO6 |
Lock-in | No Lock-in |
Benchmark | Nifty Smallcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.5 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.72 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.132 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
UTI Small Cap Fund (Growth) | 13,17,475 | 5,84,863 | 22.9% | |
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.
net current assets
3.3%techno electric & engineering co ltd
3.2%multi commodity exchange of india ltd
2.3%brigade enterprises ltd
2.3%carborundum universal ltd
2.2%industrials
27%consumer cyclical
14.8%financial services
12.8%technology
12.3%healthcare
10.4%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 21,459 cr | ||
₹ 24,345 cr | ||
₹ 16,283 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
UTI Asset Management Company Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.8% | 6.9% | ||
18.8% | 15.5% | ||
16.4% | 12.2% | ||
5.8% | 6.8% | ||
6.1% | 7.3% |
UTI Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 29.6% 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 7/25/2024 is ₹25.31 with the total AUM as of 7/26/2024 is ₹4221.005. 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 41.7% 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).
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 1.83% for regular plan.