AA
Ankit AgarwalFund Manager Since 22 Dec 2020
EquitySmall-Cap
UTI Small Cap Fund Direct Growth
3Y Annualised
18.07%
0.54% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.84%
0.54% 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
4 years 2 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹4833.23 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
ICICI Prudential Smallcap Fund Institutional Growth
12.01%
2nd
HSBC Small Cap Equity Fund Direct Growth
10.82%
3rd
HSBC Small Cap Equity Fund Direct Payout of Income Distribution cum Capital Withdrawal option
10.82%
4th
HSBC Small Cap Equity Fund - IDCW Direct
10.82%
5th
HSBC Small Cap Equity Fund Payout of Income Distribution cum Capital Withdrawal option
10.68%
85th
UTI Small Cap Fund Direct Growth
-2.84%
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 4 years, having been launched on 2020-12-22. UTI Small Cap Fund Direct Growth has ₹4833.23 Cr worth of assets under management (AUM) as of Sat Dec 13 2025. The latest Net Asset Value (NAV) of UTI Small Cap Fund Direct Growth as of Fri Dec 12 2025 is ₹27.4754. The fund has an expense ratio of 0.64%, which is medium comparable to most other Equity funds.
UTI Small Cap Fund Direct Growth returns for the last 1 year are -7.66%. Since launch, it has delivered 22.37% average annual returns.
The UTI Small Cap Fund Direct Growth has the majority of its money invested in Financial Services, Healthcare, Industrials, Basic Materials, Communication Services sectors.
Top 5 Holdings of UTI Small Cap Fund Direct Growth.
- City Union Bank Ltd: 2.59%
- Karur Vysya Bank Ltd: 2.55%
- Multi Commodity Exchange of India Ltd: 2.34%
- Aster DM Healthcare Ltd Ordinary Shares: 2.23%
- TD Power Systems Ltd: 2.09%
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
