AA
Ankit AgarwalFund Manager Since 22 Dec 2020
EquitySmall-Cap
UTI Small Cap Fund Direct Growth
3Y Annualised
19.91%
-0.36% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
13.74%
-0.36% 1D
Benchmark
Motilal Oswal Nifty Microcap 250 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 10 months
NIFTY 50
6 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹4163.68 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
Less than one year- 1%, Greater than or equal to one year- Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Bank of India Small Cap Fund Direct Reinvestment of Income Dist cum Cap Wdrl
18.27%
2nd
Bank of India Small Cap Fund Direct Payout of Income Dist cum Cap Wdrl
18.27%
3rd
Bank of India Small Cap Fund Direct Growth
18.25%
4th
Bank of India Small Cap Fund Regular Growth
18.09%
5th
Bank of India Small Cap Fund Regular Payout of Income Dist cum Cap Wdrl
18.09%
84th
UTI Small Cap Fund Direct Growth
13.74%
Fund Managers
About UTI Small Cap Fund Direct Growth
UTI Small Cap Fund Direct Growth is a Equity mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 5 years, having been launched on 2020-12-22. UTI Small Cap Fund Direct Growth has ₹4163.68 Cr worth of assets under management (AUM) as of Wed Apr 29 2026. The latest Net Asset Value (NAV) of UTI Small Cap Fund Direct Growth as of Tue Apr 28 2026 is ₹27.7199. The fund has an expense ratio of 0.65%, which is medium comparable to most other Equity funds.
UTI Small Cap Fund Direct Growth returns for the last 1 year are 9.43%. Since launch, it has delivered 21.01% average annual returns.
The UTI Small Cap Fund Direct Growth has the majority of its money invested in Financial Services, Industrials, Healthcare, null, Basic Materials sectors.
Top 5 Holdings of UTI Small Cap Fund Direct Growth.
- Multi Commodity Exchange of India Ltd: 3.69%
- Karur Vysya Bank Ltd: 3.05%
- TD Power Systems Ltd: 2.66%
- Aster DM Healthcare Ltd Ordinary Shares: 2.61%
- UTI Liquid Dir Gr: 2.40%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2020-12-22 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Small Cap Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
