Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹4,547 Cr
Lock In Period
N/A
Expense Ratio
1.85
Benchmark
Nifty Smallcap 250 Total Return
Exit Load
Less than one year 1%.Greater than or equal to one year Nil.
Summary
Latest details for UTI Small Cap Fund Growth include a ₹22.5675 NAV as of Mar 20,2026 and returns since inception of 52.25%. Minimum investments start at SIP ₹500. The UTI Small Cap Fund Growth AUM is ₹4,547 Cr, with a lock-in of N/A years, expense ratio of 1.85%, and benchmark Nifty Smallcap 250 Total Return. Exit load is - Less than one year 1%.Greater than or equal to one year Nil.. In the growth review for 1M Month/Year, the fund recorded -7.93% returns, against a category average of -2.05% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.93 | -2.05 | 7.74 |
| 6M | -15.17 | 0.22 | 64.49 |
| 1Y | -1.09 | 4.74 | 137.57 |
| 3Y | 15.04 | 14.17 | 202.94 |
Portfolio Analysis
- Equity: 94.95%
- Debt: 5.05%
- Others
As on: 2026-02-28
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About Fund
UTI Small Cap Fund Growth managed by UTI Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹4,547 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 1.85. Under the expert guidance of Nitin Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTata Business Cycle Fund Growth | 5 | 2694.53 CR | 1.94 |
| This FundAditya Birla Sun Life Multi-Cap Fund Growth | 0 | 6585.9 CR | 1.82 |
| This FundUTI Small Cap Fund Growth | 1 | 4546.63 CR | 1.85 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Business Cycle Fund Growth | -0.641 | 52.1338 |
| This FundAditya Birla Sun Life Multi-Cap Fund Growth | 2.9919 | 52.2109 |
| This FundUTI Small Cap Fund Growth | -1.0873 | 52.2525 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
UTI Small Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of UTI Small Cap Fund Growth is 1.85. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
UTI Small Cap Fund Growth’s fund performance is as follows:
- 1 Month : -7.93%
- 6 Months : -15.17%
- 1 Year : -1.09%
- 3 Years : 15.04%
You can invest in UTI Small Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of UTI Small Cap Fund Growth is ₹4,547 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in UTI Small Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500