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EQUITY•SMALL CAP FUND

UTI Small Cap Fund

3 Year return

18.45%
NAV on December 16, 2025
27.5476
1D Returns
+0.07%
Launched on December 2020(5 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
34.28%₹1,234
Total Value ₹4,834

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹4,833.23 Cr.
Expense Ratio
0.65% (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

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

UTI Mutual Fund Manager

KG

Kamal Gada

Fund Manager since Dec 2020

NJ

Nitin Jain

Fund Manager since Oct 2024

Fund House Details

UTI Mutual Fund

UTI Mutual Fund

Asset management company

AUM
₹3,79,175.93 Cr.
No. of Schemes
259
Setup Date
January 2003

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant Small Cap Fund20.8638%
4
Nippon India Small Cap Fund21.1349%
4
Invesco India Smallcap Fund25.3005%
1

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth
16.7858%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
16.7867%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
16.7867%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan Growth
7.6886%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan IDCW Payout
7.6885%

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
0%
Expense Ratio
0.65%
Fund Manager
Kamal Gada
Fund Size
₹4833.23 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

NameUTI Mutual Fund
Launch DateJanuary 2003
AddressFirst Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact1800 266 1230(+91) 022 6227 8000022 – 68990800
Emailservice@uti.co.in
Websitehttps://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

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 on December 16, 2025, is ₹27.5476
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 ₹4833.23 crore.
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 0.65%
The UTI Small Cap Fund was launched on December 02, 2020. The fund has delivered a CAGR of undefined since inception.
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 ₹undefined.
  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.
  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.
  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.
  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.

ENTER AMOUNT

₹
₹4,834 in 3Y at 18.4511% returns
SIP Date1st of every month

Your next SIP Payment will be on 17 January 2026

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