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

UTI Small Cap Growth Direct Plan

NAV
₹24.9263
-0.54%
(8 May)
AUM
4,147 Cr
TER
0.7%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+11.2%
+11.1%
+9.9%
+8.4%
+2.6%
-3.5%
3Y
+28.9%
+18.8%
+25.8%
+27.7%
+19.7%
+24.6%
5Y
+37.5%
NA
+35.2%
+32.2%
+34.4%
+49.0%
ALL
+33.4%
+23.4%
+24.1%
+22.3%
+16.3%
+17.8%
VOL
17.8%
15.8%
18.6%
20.9%
-
15.4%
TER
0.5%
0.7%
0.4%
0.6%
-
0.7%
AUM
₹9,516 Cr
₹4,147 Cr
₹5,885 Cr
₹2,219 Cr
-
₹24,893 Cr
INFO
1.88
1.48
1.30
1.07
-
1.15
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 31st Mar
Top holdings
Multi Commodity Exchange of India Ltd
2.9%
UTI Liquid Dir Gr
2.4%
Net Current Assets
2.3%
Avanti Feeds Ltd
2.2%
Blue Star Ltd
2.1%
Navin Fluorine International Ltd
2.0%
Karur Vysya Bank Ltd
1.9%
City Union Bank Ltd
1.9%
360 One Wam Ltd Ordinary Shares
1.8%
Aster DM Healthcare Ltd Ordinary Shares
1.8%
Top industry exposure
Industrials
24.5%
Healthcare
13.4%
Basic Materials
13.1%
Financial Services
12.1%
Technology
10.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
42%
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
Nitin Jain

FAQs