3 Year return
25.76%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹3531.62 Cr.
Expense Ratio
0.49% (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.
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
UTI Mutual Fund Managers
AA
Ankit Agarwal
Fund Manager since Sep 2023
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Quant Small Cap Fund IDCW Direct Plan Payout |
39.07% |
0 |
|
Nippon India Small Cap Fund Direct Plan IDCW Payout |
35.67% |
4 |
|
Bank of India Small Cap Fund Direct Plan IDCW Payout |
29.96% |
2.5 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
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 | 0.49% |
| Fund Manager | Ankit Agarwal |
| Fund Size | ₹3531.62 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 8000022 – 68990800 |
| 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.
FAQs
What is today's NAV of UTI Small Cap Fund?
What is the AUM of UTI Small Cap Fund?
What is the expense ratio of UTI Small Cap Fund?
What are the returns of UTI Small Cap Fund since inception?
What is the minimum SIP amount to invest in UTI Small Cap Fund?
How do I invest in UTI Small Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in UTI Small Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in UTI Small Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in UTI Small Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
