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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹4,164 Cr

Lock In Period

N/A

Expense Ratio

1.86

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 ₹25.1636 NAV as of Apr 24,2026 and returns since inception of 68.37%. Minimum investments start at SIP ₹500. The UTI Small Cap Fund Growth AUM is ₹4,164 Cr, with a lock-in of N/A years, expense ratio of 1.86%, 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 16.53% returns, against a category average of 0.96% and a category best of 18.97%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M16.530.9618.97
6M-2.971.2264.49
1Y6.364.42137.57
3Y18.9712.93202.94

Portfolio Analysis

  • Equity: 94.25%
  • Debt: 5.75%
  • Others
As on: 2026-03-31
View allocation % by

1. ACUTAAS CHEMICALS LIMITED2.39%
2. ERIS LIFESCIENCES LTD1.67%
3. CAPLIN POINT LABORATORIES LTD1.36%
4. MARKSANS PHARMA LTD.1.21%
5. ANTHEM BIOSCIENCES LTD0.51%
6. BLUE JET HEALTHCARE LTD0.40%
7. ORCHID PHARMA LTD.0.33%
8. SAI LIFE SCIENCES LTD0.15%

1. KARUR VYSYA BANK LTD.3.05%
2. CITY UNION BANK2.16%
3. UJJIVAN SMALL FINANCE BANK LTD2.04%
4. EQUITAS SMALL FINANCE BANK LTD0.17%

1. ASTER DM HEALTHCARE LTD2.61%
2. KRISHNA INSTITUTE OF MEDI SCIE1.32%
3. METROPOLIS HEALTHCARE LTD1.04%
4. VIJAYA DIAGNOSTIC CENTRE LTD1.02%
5. JUPITER LIFE LINE HOSPITALS LTD0.45%

1. TD POWER SYSTEMS LTD.2.66%
2. TECHNO ELECTRIC & ENGINEERING1.38%
3. SUZLON ENERGY LTD.1.07%
4. PRAJ INDUSRIES LTD.0.89%

1. NEWGEN SOFTWARE TECHNOLOGIES LTD0.98%
2. KPIT TECHNOLOGIES LTD0.89%
3. SESHAASAI TECHNOLOGIES LIMITED0.58%
4. ZENSAR TECHNOLOGIES LTD.0.57%
5. IVALUE INFOSOLUTIONS LIMITED0.56%
6. SONATA SOFTWARE LTD0.55%
7. FRACTAL ANALYTICS LTD0.47%
8. RATEGAIN TRAVEL TECHNOLOGIES LTD0.16%

1. KFIN TECHNOLOGIES LTD1.54%
2. ADITYA BIRLA CAPITAL LTD1.35%
3. COMPUTER AGE MANAGEMENT SERV0.66%
4. MOTILAL OSWAL FINANCIAL SERVIC0.51%

1. MULTI COMMODITY EXCHANGE OF IN3.69%

1. AFFLE 3I LIMITED1.87%
2. TIPS MUSIC LIMITED1.26%

1. INOX INDIA LTD1.94%
2. PITTI ENGINEERING LIMITED0.60%
3. -CRAFTSMAN AUTOMATION LTD.0.58%

1. INDIA SHELTER FINANCE CORPORATION LTD1.58%
2. AAVAS FINANCIERS LTD.0.79%
3. PNB HOUSING FINANCE LTD.0.37%

1. NAVIN FLUORINE INTERNATIONAL L1.94%

1. ECLERX SERVICES LTD.1.13%
2. FIRSTSOURCE SOLUTIONS LTD.0.81%

1. INDIAMART INTERMESH LTD1.12%
2. INFO-EDGE (INDIA) LTD.0.66%

1. GRINDWELL NORTON LTD.0.87%
2. CARBORANDUM UNIVERSAL LTD.0.83%

1. JUBILANT INGREVIA LTD.1.66%

1. GREAT EASTERN SHIPPING CO. LTD1.65%

1. KAJARIA CERAMICS LTD.0.86%
2. CERA SANITARYWARE LTD.0.79%

1. CIE AUTOMOTIVE INDIA LTD1.01%
2. SONA BLW PRECISION FORGING LTD0.41%

1. NESCO LTD.1.30%

1. TIMKEN INDIA LTD.1.29%

1. J.K.CEMENT LTD1.28%

1. SUBROS LTD.1.26%

1. GRAVITA INDIA LTD.1.24%

1. TUBE INVESTMENTS OF INDIA LTD1.19%

1. CREDITACCESS GRAMEEN LTD1.18%

1. VOLTAMP TRANSFORMERS LTD.1.18%

1. NIIT LEARNING SYSTEMS LTD1.15%

1. CLEAN SCIENCE & TECHNOLOGY LTD0.56%
2. ROSSARI BIOTECH LTD0.54%

1. BRIGADE ENTERPRISES LTD.1.05%

1. GODREJ AGROVET LTD1.02%

About Fund

UTI Small Cap Fund Growth managed by UTI Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹4,164 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 1.86. 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
This FundTata Dividend Yield Fund Growth0916.45 CR2.22
This FundMahindra Manulife Focused Fund Growth42026.71 CR2.01
This FundUTI Small Cap Fund Growth14163.68 CR1.86
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundTata Dividend Yield Fund Growth10.832366.766
This FundMahindra Manulife Focused Fund Growth2.42566.7942
This FundUTI Small Cap Fund Growth6.356968.3698
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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 1.86. 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 : 16.53%
  • 6 Months : -2.97%
  • 1 Year : 6.36%
  • 3 Years : 18.97%
Returns of UTI Small Cap Fund Growth are updated daily based on NAV of ₹ 25.1636 as on Apr 24,2026. Since inception, the return has been 68.37%.

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 ₹4,164 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