3 Year return

25.72%
Launched on December 2020 (4 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹3773.05 Cr.

Expense Ratio

0.46% (inclusive of GST)

Exit Load

1.00% - If redeemed / switched out less than one year from the date of allotment. Nil - If redeemed / switched out greater than or equal to one year from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

UTI Mutual Fund Managers

AA

Ankit Agarwal

Fund Manager since Sep 2023

View Details

Fund House Details

UTI Mutual Fund

UTI Mutual Fund Asset management company

AUM ₹290,993.03 Cr.
No. of Schemes 250
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
19.39%
scheme logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth

19.39%
6.29%

About UTI Small Cap Fund Direct Plan Growth

The UTI Small Cap Fund Direct-Growth is a Small Cap mutual fund scheme offered by UTI Mutual Fund. While the fund's portfolio doesn't contain any large-cap names, it may include mid-cap companies evolving into large-cap status. As small-cap companies often receive limited coverage from sell-side analysts, this fund leverages UTI's expansive analysis of the small-cap universe to capitalise on potential opportunities. In addition to a robust investment process, the fund maintains stringent risk management practices. It upholds a well-diversified portfolio and embodies a patient approach towards the companies it invests in.

Investment Objective of the Scheme

The primary goal of the UTI Small Cap Fund is to generate long-term capital appreciation. This is to be achieved by predominantly investing in equity and equity-related securities of small-cap companies. These smaller firms, although they come with their share of risks, often present significant opportunities for high growth and returns, especially in the long run.

Key Features of The Fund

5-year return NA
Expense Ratio 0.46%
Fund Manager Ankit Agarwal
Fund Size ₹3773.05 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The UTI Small Cap Fund Direct-Growth might be a suitable investment choice for those investors who are willing to stay invested for a long term seeking very high returns. Potential investors should be prepared for the possibility of experiencing higher risks on their investments. It is particularly well-suited to those with a higher risk appetite and a long-term investment horizon. Always remember, the investment decision should align with individual financial goals and risk tolerance.

AMC Contact Details

Name UTI Mutual Fund
Launch Date January 2003
Addresss First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact 1800 266 1230 (+91) 022 6227 8000 022 – 68990800
Email service@uti.co.in
Website https://www.utimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Compare Your SIPs Across Various Mutual Funds

Use our SIP calculator to compare SIPs across different mutual funds. Moreover, by comparing the different expected rates of returns, you can compare the returns on the same amount for different SIPs. Open our SIP calculator to estimate returns and get started on your investment journey today!

FAQs

What is today's NAV of UTI Small Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Small Cap Fund Jun 21 2024 is 25.5431

What is the AUM of UTI Small Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of UTI Small Cap Fund is 3773.05 crore.

What is the expense ratio of UTI Small Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of UTI Small Cap Fund is 0.46%

What are the returns of UTI Small Cap Fund since inception?

The UTI Small Cap Fund was launched on Dec 02 2020. The fund has delivered a CAGR of 30.74 since inception.

What is the minimum SIP amount to invest in UTI Small Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for UTI Small Cap Fund is 500.

How do I invest in UTI Small Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in UTI Small Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in UTI Small Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in UTI Small Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.