UTI Small Cap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

UTI Small Cap Growth Direct Plan

NAV
₹23.3804
+1.26%
(17 May)
AUM
3,791 Cr
TER
0.48%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+75.8%
+67.4%
+58.0%
+51.9%
+49.0%
+38.7%
3Y
+31.9%
+35.8%
+33.8%
+33.5%
+27.6%
+25.4%
5Y
NA
+43.1%
+27.1%
+28.7%
+28.5%
NA
ALL
+39.6%
+19.9%
+23.2%
+23.8%
+16.6%
+28.4%
VOL
16.8%
14.9%
15.5%
16.8%
-
14.1%
TER
0.4%
0.6%
0.9%
0.7%
-
0.5%
AUM
₹4,994 Cr
₹20,164 Cr
₹12,587 Cr
₹14,619 Cr
-
₹3,791 Cr
INFO
2.35
1.34
1.49
1.41
-
2.01
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
UTI Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
Net Current Assets
3.3%
Multi Commodity Exchange of India Ltd
2.4%
Techno Electric & Engineering Co Ltd
2.3%
Carborundum Universal Ltd
2.2%
Brigade Enterprises Ltd
2.2%
KPIT Technologies Ltd
2.0%
Karur Vysya Bank Ltd
1.9%
Sonata Software Ltd
1.8%
Computer Age Management Services Ltd Ordinary Shares
1.8%
Raymond Ltd
1.7%
Top industry exposure
Industrials
24.1%
Consumer Cyclical
15.0%
Financial Services
14.7%
Technology
13.1%
Healthcare
11.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
34%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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
Fund manager(s)
Ankit Agarwal

FAQs