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

UTI Small Cap Growth Direct Plan

NAV
₹27.9328
+0.19%
(13 Jun)
AUM
4,529 Cr
TER
0.71%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+17.8%
+13.5%
+11.5%
+6.8%
+4.6%
-2.8%
3Y
+37.0%
+32.5%
+26.0%
+33.9%
+26.2%
+31.1%
5Y
+38.9%
+36.3%
NA
+32.0%
+34.8%
+48.1%
ALL
+35.9%
+25.8%
+25.8%
+24.0%
+16.6%
+18.3%
VOL
17.7%
18.5%
15.8%
20.8%
-
15.4%
TER
0.4%
0.4%
0.7%
0.6%
-
0.7%
AUM
₹11,744 Cr
₹6,823 Cr
₹4,529 Cr
₹2,504 Cr
-
₹28,205 Cr
INFO
2.03
1.39
1.64
1.15
-
1.18
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 May
Top holdings
Net Current Assets
3.7%
Multi Commodity Exchange of India Ltd
3.0%
City Union Bank Ltd
2.3%
Techno Electric & Engineering Co Ltd
2.1%
Paradeep Phosphates Ltd
2.1%
Karur Vysya Bank Ltd
2.0%
Aster DM Healthcare Ltd Ordinary Shares
2.0%
Navin Fluorine International Ltd
1.9%
Eris Lifesciences Ltd Registered Shs
1.9%
KEI Industries Ltd
1.8%
Top industry exposure
Industrials
24.4%
Financial Services
15.2%
Basic Materials
14.0%
Healthcare
12.0%
Technology
10.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
46%
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