UTI Small Cap Fund - Regular Plan - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option

UTI Small Cap Fund - Regular Plan - Growth Option

  • Current NAV

    ₹22.04 0.1745%

    22-05-2024
  • Annual Returns

    35.89%

  • Min. SIP ₹500

    Min. Investment ₹5000

Invest Now Compare

Invest Now

Calculate SIP Returns of UTI Small Cap Fund - Regular Plan - Growth Option

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

I can wait for

I want

Annual returns
I can wait for

I can wait for

Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

Start SIP

Investment Returns

This Fund Category Avg. Benchmark
1W 3.2% 3.68% 1.43%
1M 4.18% 5.59% 1.93%
3M 3.68% 7.19% 2.35%
6M 9.88% 17.98% 14.31%
1Y 35.89% 49.39% 25.12%
2Y 24.69% 32.15% 19.1%
3Y 22.04% 26.61% 15.47%
5Y 0% 27.77% 15.36%
ALL 25.99% 21.8% 14.05%

Check out what are trolling and rolling returns of this fund ?

Check Now

Risk scale

Very High

Check ot the detail risk analysis of the fund.

Check Now
small-banner

Fund Managers

Deepesh Agarwal
Deepesh Agarwal

Fund Manage - 9

Total AUM. - 35015Cr.

Ankit Agarwal
Ankit Agarwal

Fund Manage - 3

Total AUM. - 13947Cr.

checked

Check Free KYC

  • checkedQuick & Easy Steps!
  • checkedEnhanced security measures
  • checkedInstant Access To All Features

To Know Your Eligibility for Mutual Fund Investment

Enter Valid PAN Number

Enter Your Name

Next By Proceeding, you agree T&C

Enter a valid mobile number

Enter valid email address

By Proceeding, you agree T&C

Portfolio Analysis

Equity96.57% Debt0.12% Others3.25%

Market Cap

Top 5 Sectors

Services

Financial

Healthcare

Capital Goods

Technology

Top 5 Companies

Multi Commodity Exchange Of India Ltd.

Techno Electric & Engineering Company Ltd.

Carborundum Universal Ltd.

Brigade Enterprises Ltd.

KPIT Technologies Ltd.

Market Cap

Top 5 Sectors

Financial

Others

Top 5 Companies

Reserve Bank of India% 364-D 06/02/2025

Clearing Corporation of India

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Check out the portfolio analysis of this fund.

Check Now

Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

Check out the performance of the similar or peer funds

Check Now

More Funds From UTI Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option 11.52% 14.94% 41% 73.25% 0%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 10.22% 16.77% 45.79% 67.28% 20.56%
UTI Infrastructure Fund-Growth Option 7.34% 12.47% 33.45% 58.87% 20.9%
UTI-Transpotation and Logistics Fund-Growth Option 7.63% 12.96% 33.46% 58.48% 22.44%
UTI Healthcare Fund - Regular Plan - Growth Option 3.46% 0.23% 16.46% 54.05% 23.08%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 4.54% 7.42% 22.75% 47.44% 20.46%
UTI-Dividend Yield Fund.-Growth 5.89% 6.75% 23.75% 45.45% 19.44%
UTI Mid Cap Fund-Growth Option 6.5% 7.97% 17.25% 42.07% 22.93%
See More About UTI Mutual Fund

Top Fund's Comparisions

HDFC Small Cap Fund - Growth Option

3Y Returns28.26%

AUM 26837Cr.

VS

HSBC Small Cap Fund - Regular Growth

Returns31.17%

AUM 13231Cr.

Compare Now

Bandhan Small Cap Fund - Regular Plan - Growth

3Y Returns28.67%

AUM 3880Cr.

VS

Quant Small Cap Fund-Growth

Returns34%

AUM 13002Cr.

Compare Now

ITI Small Cap Fund Regular - Growth

3Y Returns22.07%

AUM 1840Cr.

VS

Bandhan Small Cap Fund - Regular Plan - Growth

Returns28.67%

AUM 3880Cr.

Compare Now

Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns21.69%

AUM 4393Cr.

VS

HDFC ELSS Tax saver Fund - Growth Plan

Returns26.28%

AUM 13086Cr.

Compare Now

Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Ideal for long-term, high wealth creation, catering to investors seeking substantial growth
  • Suitability Strategy of this fundStrategy
  • Focuses on investing in rapidly growing companies or undiscovered gems poised to become future market leaders
  • Suitability Duration of this fundDuration
  • A minimum investment period of 5 years is recommended to navigate market cycles and capitalize on the fund
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Anticipates high volatility with potential downturns of 25-35% in extreme market conditions, usually rebounding within 2-3 years.
  • Suitability Returns Expectation of this fundReturns Expectation
  • Aims for a 15-18% compounded annual growth rate (CAGR), pursuing a balance between significant growth potential and manageable risk.

Frequently Asked Questions

What is the current NAV of UTI Small Cap Fund - Regular Plan - Growth Option?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of UTI Small Cap Fund - Regular Plan - Growth Option as of 22-05-2024 is 22.0379.

What is the expense ratio of UTI Small Cap Fund - Regular Plan - Growth Option?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of UTI Small Cap Fund - Regular Plan - Growth Option?

UTI performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of UTI Small Cap Fund - Regular Plan - Growth Option?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of UTI Small Cap Fund - Regular Plan - Growth Option is Rs 3608.19 Crs.

Is UTI Small Cap Fund - Regular Plan - Growth Option a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in UTI Small Cap Fund - Regular Plan - Growth Option?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of UTI Small Cap Fund - Regular Plan - Growth Option?

The fund's top 5 holdings are in Bajaj holdings and investment Services, Financial, Healthcare, Capital Goods, Technology.

How to start online SIP in UTI Small Cap Fund - Regular Plan - Growth Options?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in UTI Small Cap Fund - Regular Plan - Growth Option?

Redeeming your investments in UTI Small Cap Fund - Regular Plan - Growth Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Ankit Agarwal, Deepesh Agarwal, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

Request call back
Add to Cart Successfully