UTI Small Cap Fund - Regular Plan - IDCW (Payout)

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Small Cap NAV 13.8101 0.16 04 July, 2022
UTI Small Cap Fund - Regular Plan - IDCW (Payout) was previously known as

Fund Details

Category Small Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 22 December, 2020
Benchmark Nifty Small Cap 250 TRI
Asset Size(Cr) 2063.86 (As on 31-03-2022)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 365 days
Expense Ratio 2.26% (As on 31-03-2022)
Fund Manager Ankit Agarwal,Kamal Gada

Investment Returns (As on 04 Jul, 2022)

Duration Returns Benchmark Category
1 W - -0.56% -0.46%
1 M -3.03% 2.79% 2.28%
3 M -11.05% -0.84% -0.39%
6 M -13.06% 0.47% -0.27%
1 Y 4.08% 33.85% 33.81%
2 Y - 65.9% 60.92%
3 Y - 22.37% 26.3%
5 Y - 11.01% 14.92%

Risk Mesasures (As on 04 Jul, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 2.28%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
UTI Small Cap Fund - Regular Plan - IDCW (Payout) 4.08% 0% 0%
Nippon India Small Cap Fund - Regular Growth 7.36% 25.4% 15.79%
SBI Small Cap Fund - Regular Plan - Growth 5.09% 23.49% 16.64%
L&T Emerging Businesses Fund - Regular Plan - Growth 8.51% 19.92% 11.53%
HDFC Small Cap Fund - Growth Option -1.62% 15.55% 12.11%
Aditya Birla Sun Life Small Cap Fund - GROWTH -8.64% 11.56% 4.72%

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