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UTI Small Cap Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.69 | 49.41 | 1.36 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.23 | 52.40 | 1.21 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| Nifty Smallcap 250 - TRI |
About Small Cap Fund
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Peers & Comparison
EquitySmall Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Small Cap Fund | 29.31% | 21.38% | 29.15% |
| Nippon India Small Cap Fund | 32.28% | 28.34% | 26.98% |
| HDFC Small Cap Fund | 24.33% | 24.03% | 20.86% |
| SBI Small Cap Fund | 27.54% | 19.80% | 25.84% |
Price Comparison
Compare UTI Small Cap Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- Multi Commodity Exchange of India Ltd3M change : 0.77 %
Holdings
3.11 %
0.77 % - Techno Electric & Engineering Company Ltd3M change : -0.39 %
Holdings
2.01 %
-0.39 % - Brigade Enterprises Ltd3M change : -0.14 %
Holdings
1.89 %
-0.14 %
AMC Profile
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
64
Total AUM
₹ 2,21,085.62 Cr.
Fund Manager Profile
Ankit Agarwal
AUM: ₹17,241.95 Cr.
|
Exp: 12yrs
Nitin Jain
AUM: ₹5,347.57 Cr.
|
Exp: 14.9yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Should you increase your SIP in Mutual Funds when stock markets crash? | Mutual Fund Ki Baat
5 months ago•Mutual Funds at Groww
UTI Fund Insights | UTI Small Cap Fund with Fund Manager, Ankit Agarwal
1 year ago•UTI Mutual Fund
UTI Fund Insights | Investment Strategy followed in UTI Small Cap Fund
1 year ago•UTI Mutual Fund
Why one should consider investing in UTI Small Cap Fund explained by Ankit Agarwal, FM
1 year ago•UTI Mutual Fund
UTI MF Market Insight -Equity | May 2023
1 year ago•UTI Mutual Fund
UTI MF Market Insight -Equity | December 2022
1 year ago•UTI Mutual Fund
UTI Market Insight (EQUITY) June 2022 | Hindi
2 years ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot - May 2022 - UTI Small Cap Fund (Hindi)
2 years ago•UTI Mutual Fund
UTI Market Insight (EQUITY) March 2022
2 years ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot – June 2021 – UTI Small Cap Fund
3 years ago•UTI Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%