UTI Small Cap Fund Growth Return

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This Fund:
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Showing Funds Performance since Sep 07, 2020

UTI Small Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹5,213 Cr

Lock In Period

N/A

Expense Ratio

2.01

Exit Load

Less than one year 1%.Greater than or equal to one year Nil.

Benchmark

Nifty Smallcap 250 Total Return

UTI Small Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.82-0.787.74
6M10.871.8564.49
1Y1.874.24137.57
3Y15.2311.08202.94

Portfolio Analysis

  • Equity: 95.46%
  • Debt: 4.54%
  • Others
As on: 2026-06-30
View allocation % by

1. ACUTAAS CHEMICALS LIMITED2.72%
2. CAPLIN POINT LABORATORIES LTD1.88%
3. MARKSANS PHARMA LTD.1.55%
4. ERIS LIFESCIENCES LTD1.51%
5. SAI LIFE SCIENCES LTD0.85%
6. ORCHID PHARMA LTD.0.53%
7. BLUE JET HEALTHCARE LTD0.51%
8. ANTHEM BIOSCIENCES LTD0.44%

1. ASTER DM HEALTHCARE LTD2.07%
2. VIJAYA DIAGNOSTIC CENTRE LTD1.30%
3. METROPOLIS HEALTHCARE LTD1.04%
4. DR LAL PATHLABS LTD.0.80%
5. KRISHNA INSTITUTE OF MEDI SCIE0.61%
6. JUPITER LIFE LINE HOSPITALS LTD0.40%

1. KARUR VYSYA BANK LTD.2.39%
2. UJJIVAN SMALL FINANCE BANK LTD1.90%
3. CITY UNION BANK1.75%

1. TD POWER SYSTEMS LTD.2.37%
2. SUZLON ENERGY LTD.1.27%
3. TECHNO ELECTRIC & ENGINEERING1.18%
4. PRAJ INDUSRIES LTD.1.17%

1. ADITYA BIRLA CAPITAL LTD1.45%
2. KFIN TECHNOLOGIES LTD1.39%
3. MOTILAL OSWAL FINANCIAL SERVIC1.17%
4. COMPUTER AGE MANAGEMENT SERV0.67%
5. 360 ONE WAM LIMITED0.59%

1. ORACLE FINANCIAL SERVICES SOFT0.90%
2. NEWGEN SOFTWARE TECHNOLOGIES LTD0.84%
3. KPIT TECHNOLOGIES LTD0.80%
4. SESHAASAI TECHNOLOGIES LIMITED0.67%
5. IVALUE INFOSOLUTIONS LIMITED0.55%
6. COFORGE LTD0.49%
7. FRACTAL ANALYTICS LTD0.34%
8. ZENSAR TECHNOLOGIES LTD.0.33%
9. RATEGAIN TRAVEL TECHNOLOGIES LTD0.18%
10. TBO TEK LTD0.07%

1. INOX INDIA LTD2.17%
2. -CRAFTSMAN AUTOMATION LTD.0.96%
3. PITTI ENGINEERING LIMITED0.68%

1. PNB HOUSING FINANCE LTD.1.41%
2. INDIA SHELTER FINANCE CORPORATION LTD1.29%
3. AAVAS FINANCIERS LTD.1.08%

1. AFFLE 3I LIMITED1.57%
2. TIPS MUSIC LIMITED1.27%

1. NAVIN FLUORINE INTERNATIONAL L2.34%

1. GRINDWELL NORTON LTD.1.21%
2. CARBORANDUM UNIVERSAL LTD.0.78%

1. KAJARIA CERAMICS LTD.0.90%
2. CERA SANITARYWARE LTD.0.89%

1. DELHIVERY LTD.1.75%

1. VOLTAMP TRANSFORMERS LTD.1.33%
2. ACME SOLAR HOLDINGS LTD0.41%

1. V-MART RETAIL LTD1.09%
2. VISHAL MEGA MART LTD0.61%

1. INDIAMART INTERMESH LTD0.86%
2. INFO-EDGE (INDIA) LTD.0.73%

1. ECLERX SERVICES LTD.0.86%
2. FIRSTSOURCE SOLUTIONS LTD.0.72%

1. JUBILANT INGREVIA LTD.1.48%

1. CIE AUTOMOTIVE INDIA LTD0.94%
2. SONA BLW PRECISION FORGING LTD0.50%

1. SUBROS LTD.1.33%

1. GREAT EASTERN SHIPPING CO. LTD1.24%

1. TIMKEN INDIA LTD.1.22%

1. GRAVITA INDIA LTD.1.22%

1. TUBE INVESTMENTS OF INDIA LTD1.14%

1. RADICO KHAITAN LTD.1.13%

1. ROSSARI BIOTECH LTD0.60%
2. CLEAN SCIENCE & TECHNOLOGY LTD0.52%

1. NESCO LTD.1.10%

1. JSW DULUX LTD0.75%
2. BERGER PAINTS INDIA LTD.0.28%

1. AWFIS SPACE SOLUTIONS LTD0.64%
2. G R INFRAPROJECTS LTD0.38%

About Fund UTI Small Cap Fund Growth

UTI Small Cap Fund Growth managed by UTI Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹5,213 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 2.01. 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.

Fund Managers

Nitin Jain

Mr. Nitin Jain holds CA and CFA Prior to joining UTI AMC he worked with Credit Suisse Securities (India) - Institutional Equities for 4 years.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Mahindra Manulife Focused Fund Growth42,197 CR2.13
UTI Small Cap Fund Growth15,213 CR2.01
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundMahindra Manulife Focused Fund Growth0.508851.5962
This FundUTI Small Cap Fund Growth1.871152.9895
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

UTI Small Cap Fund Growth 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 2.01. 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 : 2.82%
  • 6 Months : 10.87%
  • 1 Year : 1.87%
  • 3 Years : 15.23%
Returns of UTI Small Cap Fund Growth are updated daily based on NAV of ₹ 27.4177 as on Jul 17,2026. Since inception, the return has been 52.99%.

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 ₹5,213 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.