Uti Small Cap Fund Regular Plan Growth

Risk: Very High
₹ 25.31
NAV (Jul 25,2024)

The UTI Small Cap Fund - Regular Plan - Growth is a mutual fund that focuses on investing in small-cap companies for long-term capital growth. With an expense ratio of 1.86% and an established date of 2020-12-22, this fund has a current AUM (Assets Under Management) of ₹3608.18 crore. The minimum investment required is ₹5000, and there is no lock-in period. This fund has a Price-to-Earnings (PE) ratio of 44.30 and a Price-to-Book (PB) ratio of 7.33.

Uti Small Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Uti Small Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    44.30
  • P/B Ratio
    UM_URBAN_MONEY

    7.33
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    0.74
  • Sharpe
    UM_URBAN_MONEY

    0.20
  • Sortino
    UM_URBAN_MONEY

    0.30

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.86%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 3608.18 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,786.66 (17.87%)₹ 11,959.81 (19.60%)₹ 14,169.25 (41.69%)₹ 18,555.23 (85.55%)₹ -- (--)
₹ 30,000₹ 35,359.98 (17.87%)₹ 35,879.43 (19.60%)₹ 42,507.75 (41.69%)₹ 55,665.69 (85.55%)₹ -- (--)
₹ 50,000₹ 58,933.3 (17.87%)₹ 59,799.05 (19.60%)₹ 70,846.25 (41.69%)₹ 92,776.15 (85.55%)₹ -- (--)
₹ 80,000₹ 94,293.28 (17.87%)₹ 95,678.48 (19.60%)₹ 1,13,354 (41.69%)₹ 1,48,441.84 (85.55%)₹ -- (--)
₹ 1,00,000₹ 1,17,866.6 (17.87%)₹ 1,19,598.1 (19.60%)₹ 1,41,692.5 (41.69%)₹ 1,85,552.3 (85.55%)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • NET CURRENT ASSETS3.71%
  • EQ BRIGADE ENTERPRISES LTD2.31%
  • EQ KARUR VYSYA BANK LTD2.26%
  • EQ ONE WAM LIMITED2.11%
  • EQ CHALET HOTELS LTD2.01%
  • EQ CERA SANITARYWARE LTD1.88%
  • EQ TECHNO ELECTRIC & ENGINEERING1.86%
  • EQ CHOLAMANDALAM FINANCIAL HOLDIN1.85%
  • EQ CARBORANDUM UNIVERSAL LTD1.83%
  • EQ KPIT TECHNOLOGIES LTD1.83%
  • EQ SUVEN PHARMACEUTICALS LTD1.67%
  • EQ TIMKEN INDIA LTD1.66%
  • EQ MULTI COMMODITY EXCHANGE OF IN1.63%
  • EQ COFORGE LTD1.62%
  • EQ KRISHNA INSTITUTE OF MEDI SCIE1.59%
  • EQ PERSISTENT SYSTEMS LTD1.59%
  • EQ FIRSTSOURCE SOLUTIONS LTD1.53%
  • EQ COMPUTER AGE MANAGEMENT SERV1.50%
  • EQ INDIAMART INTERMESH LTD1.49%
  • EQ CANFIN HOMES LTD1.49%
  • EQ CITY UNION BANK1.46%
  • EQ CREDITACCESS GRAMEEN LTD1.46%
  • EQ J B CHEMICALS & PHARMACEUTICAL1.43%
  • EQ GREENPANEL INDUSTRIES LTD1.41%
  • EQ RATNAMANI METALS & TUBES LTD1.38%
  • EQ EQUITAS SMALL FINANCE BANK LTD1.37%
  • EQ AFFLE INDIA LTD1.36%
  • EQ TEAMLEASE SERVICES LTD1.33%
  • EQ MTAR TECHNOLOGIES LTD1.31%
  • EQ CIE AUTOMOTIVE INDIA LTD1.29%
  • EQ ROUTE MOBILE LTD1.28%
  • EQ PRAJ INDUSRIES LTD1.28%
  • EQ ECLERX SERVICES LTD1.27%
  • EQ SUBROS LTD1.21%
  • EQ METRO BRANDS LTD1.21%
  • EQ ERIS LIFESCIENCES LTD1.20%
  • EQ TD POWER SYSTEMS LTD1.16%
  • EQ SHEELA FOAM LTD1.15%
  • EQ AVANTI FEEDS LTD1.12%
  • EQ VARDHMAN TEXTILES LTD1.12%
  • EQ J K CEMENT LTD1.08%
  • EQ RHI MAGNESITA INDIA LTD1.06%
  • EQ PRINCE PIPES AND FITTINGS LTD1.06%
  • EQ TUBE INVESTMENTS OF INDIA LTD1.06%
  • EQ DR LAL PATHLABS LTD1.05%
  • EQ APL APOLLO TUBES LTD1.04%
  • EQ TITAGARH RAIL SYSTEMS LTD1.02%
  • EQ METROPOLIS HEALTHCARE LTD1.02%
  • EQ AMI ORGANICS LTD1.01%
  • EQ ISGEC HEAVY ENGINEERING LTD1.01%
  • EQ NAVIN FLUORINE INTERNATIONAL L0.99%
  • EQ RAYMOND LIMITED0.96%
  • EQ NARAYANA HRUDAYALAYA LTD0.96%
  • EQ ASAHI INDIA GLASS LTD0.96%
  • EQ LA OPALA RG LTD0.96%
  • EQ ASHOKA BUILDCON LTD0.95%
  • EQ ROSSARI BIOTECH LTD0.90%
  • EQ V MART RETAIL LTD0.90%
  • EQ BIRLASOFT LTD0.90%
  • EQ V I P INDUSTRIES LTD0.89%
  • EQ NESCO LTD0.89%
  • EQ INDOCO REMEDIES LTD0.89%
  • EQ ORCHID PHARMA LTD0.88%
  • EQ GRINDWELL NORTON LTD0.85%
  • EQ MAHINDRA LOGISTICS LTD0.79%
  • EQ DCB BANK LTD0.77%
  • EQ ARMAN FINANCIAL SERVICES LTD0.75%
  • EQ JAMNA AUTO INDUSTRIES LTD0.74%
  • EQ HAWKINS COOKERS LTD0.73%
  • EQ COROMANDEL INTERNATIONAL LTD0.72%
  • EQ DIXON TECHNOLOGIES INDIA LTD0.71%
  • EQ KFIN TECHNOLOGIES LTD0.70%
  • EQ KEWAL KIRAN CLOTHING LTD0.69%
  • EQ SAI SILKS KALAMANDIR LTD0.67%
  • EQ KAJARIA CERAMICS LTD0.67%
  • EQ FINE ORGANIC IND LTD0.64%
  • EQ AARTI INDUSTRIES LTD0.64%
  • EQ INDIA SHELTER FINANCE CORPORATION LTD0.64%
  • EQ CONCORD BIOTECH LTD0.63%
  • EQ BOROSIL RENEWABLES LTD0.61%
  • EQ WHIRLPOOL OF INDIA LTD0.59%
  • EQ TCI EXPRESS LTD0.56%
  • EQ GMM PFAUDLER LTD0.49%
  • EQ JOHNSON CONTROLS HITACHI AIR0.47%
  • EQ INOX INDIA LTD0.19%
  • DAYS T BILL0.10%
  • CLEARING CORPORATION OF INDIA LTD STD MARGIN0.02%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Mahindra Manulife Small Cap Fund - Regular Plan - GrowthMahindra Manulife Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.75%

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.02%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.27%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

21.83%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

21.81%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

21.76%

Baroda BNP Paribas Small Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.30%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.04%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

19.60%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.96%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Mahindra Manulife Small Cap Fund - Regular Plan - GrowthMahindra Manulife Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

69.20%

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

66.28%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

58.34%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

49.71%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

49.36%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

48.38%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

46.76%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

43.18%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

41.18%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

40.76%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.73%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

34.40%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.39%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.15%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

29.35%

ITI Small Cap Fund - Regular Plan - GrowthITI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.03%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.82%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

24.05%

SBI Small Cap Fund - Regular Plan - GrowthSBI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.44%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

23.02%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

44.35%

Edelweiss Small Cap Fund - Regular Plan - GrowthEdelweiss Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

32.74%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

32.31%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.57%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

31.56%

Sundaram Small Cap Fund - GrowthSundaram Small Cap Fund - Growth

EQUITY

Very High

27.88%

Tata Small Cap Fund - Regular Plan - GrowthTata Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.95%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

26.80%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.05%

HDFC Small Cap Fund - Regular Plan - GrowthHDFC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.95%

Show all Funds

Fund Managers

AA

Mr. Ankit AgarwalFund Manager

He joined UTI in August 2019 as Fund Manager - Equity with Dept. of Fund Management. He has more than 12years of experience. Prior to joining UTI he was working with Lehman Brothers and Barclays Wealth. He had beenassociated with Centrum Broking Ltd. in the capacity of Sr. Vice President.

Get your latest Credit Score, FREE

Compare with similar Funds

UTI Small Cap Fund - Regular Plan - Growth

vs

DSP Small Cap Fund - Regular Plan - Growth

UTI Small Cap Fund - Regular Plan - Growth

vs

Franklin India Smaller Companies Fund - Growth

UTI Small Cap Fund - Regular Plan - Growth

vs

Edelweiss Small Cap Fund - Regular Plan - Growth

UTI Small Cap Fund - Regular Plan - Growth

vs

Canara Robeco Small Cap Fund - Regular Plan - Growth

UTI Small Cap Fund - Regular Plan - Growth

vs

ITI Small Cap Fund - Regular Plan - Growth

UTI Small Cap Fund - Regular Plan - Growth

vs

Baroda BNP Paribas Small Cap Fund - Regular Plan - Growth

UTI Small Cap Fund - Regular Plan - Growth

vs

Invesco India Smallcap Fund - Regular Plan - Growth

UTI Small Cap Fund - Regular Plan - Growth

vs

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

UTI Small Cap Fund - Regular Plan - Growth

vs

Sundaram Small Cap Fund - Growth

UTI Small Cap Fund - Regular Plan - Growth

vs

Motilal Oswal Small Cap Fund - Regular Plan - Growth

FAQ's

What is the risk level associated with the UTI Small Cap Fund - Regular Plan - Growth?

UTI Small Cap Fund - Regular Plan - Growth is a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the UTI Small Cap Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the UTI Small Cap Fund - Regular Plan - Growth as of Jul 25,2024 is INR 25.31.

What are the returns generated by the UTI Small Cap Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The UTI Small Cap Fund - Regular Plan - Growth has delivered impressive returns of 41.02% in the past year, 28.84% over three years, and an undisclosed amount over the five-year period.

What is the expense ratio associated with the UTI Small Cap Fund - Regular Plan - Growth?

The UTI Small Cap Fund - Regular Plan - Growth has a 1.86% expense ratio.

What is the minimum investment amount required for the UTI Small Cap Fund - Regular Plan - Growth?

The UTI Small Cap Fund - Regular Plan - Growth has a minimum investment requirement of INR 5000.

Is there a systematic investment plan (SIP) available for the UTI Small Cap Fund - Regular Plan - Growth?

Yes, the UTI Small Cap Fund - Regular Plan - Growth offers a Systematic Investment Plan (SIP) with a minimum investment of INR 5000 per month.

Most Popular on Urban Money

Scheme Other Funds

Most Trusted AMC

Mutual Funds Calculator

Best Equity Mutual Funds

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your