• Mutual Funds
  • UTI Mutual Fund
  • UTI Small Cap Fund (RIDCW-A)

Formerly UTI Small Cap Reg DR

UTI Mutual Fund

UTI Small Cap Fund (RIDCW-A)

EquitySmall Cap

15.1357

NAV (Aug 04)

29.3%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,978 Cr

Outperformance Consistency

View all 7 analysis

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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

15.1357

NAV (Aug 4)

Fund Returns

Last 1Y

8.9%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

29.3%

6 Month CAGR

-4.2%

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

2.27

Launched (2y ago)

Dec 22, 2020

AUM in Crores

1978.144

ISIN

Lock-in

No Lock-in

Benchmark

IISL Nifty Smallcap 250 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Ankit Agarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-08-04

Top Stock Holdings

net current assets

3.4%
3.4%

creditaccess grameen ltd ordinary shares

2.9%
2.9%

timken india ltd

2.7%
2.7%

greenpanel industries ltd ordinary shares

2.4%
2.4%

brigade enterprises ltd

2.4%
2.4%
See all holdings

Allocation by Sector

industrials

22.7%
22.7%

consumer cyclical

22.5%
22.5%

financial services

13.4%
13.4%

basic materials

11.2%
11.2%

technology

10.8%
10.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

UTI Asset Management Company Ltd

UTI Asset Management Co Ltd manages assets worth 182,055 crores and was set up on 3 December 1993. It's current offering of mutual fund schemes includes 60 equity,485 debt and 34 hybrid funds.

amc-img

  • 022-62278000
  • invest@utico.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4%

    6.8%

    -

    16.2%

    17.4%

    11.6%

    20.2%

    14.6%

    17.8%

    15.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    UTI Small Cap Fund (RIDCW-A) Review

    UTI Small Cap Fund (RIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 29.3% over a period of 1 years. The fund was previously known as UTI Small Cap Reg DR. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Ankit Agarwal.

    Nav of UTI Small Cap Fund (RIDCW-A) as of 8/4/2022 is ₹15.14 with the total AUM as of 8/6/2022 is ₹1978.144. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Small Cap Fund (RIDCW-A) 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 (RIDCW-A) is ₹0 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 1 fund in Equity and delivered 8.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Small Cap Fund (RIDCW-A).

    Frequently Asked Questions

    What is UTI Small Cap Fund (RIDCW-A)?

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

    How to invest in UTI Small Cap Fund (RIDCW-A)?

    You can invest in UTI Small Cap Fund (RIDCW-A) 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 (RIDCW-A)?

    The minimum sip amount for UTI Small Cap Fund (RIDCW-A) is ₹0. You can invest in multiples of ₹5000.

    Is UTI Small Cap Fund (RIDCW-A) good to invest in?

    As per Scripbox experts, UTI Small Cap Fund (RIDCW-A) is a Not Recommended fund. You can investUTI Small Cap Fund (RIDCW-A) 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 (RIDCW-A)?

    The expense ratio of the UTI Small Cap Fund (RIDCW-A) is 2.27% for regular plan.