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)

₹5,448 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(%)
1M-3.09-1.0412.01
6M19.662.5640.39
1Y2.674.2577.31
3Y11.7112.0399.01

Portfolio Analysis

  • Equity: 96.03%
  • Debt: 3.96%
  • Others
As on: 2026-08-31
View allocation % by

1. ACUTAAS CHEMICALS LIMITED2.33%
2. MARKSANS PHARMA LTD.1.75%
3. CAPLIN POINT LABORATORIES LTD1.67%
4. ERIS LIFESCIENCES LTD1.31%
5. SAI LIFE SCIENCES LTD0.97%
6. ORCHID PHARMA LTD.0.91%
7. BLUE JET HEALTHCARE LTD0.80%
8. PFIZER LIMITED0.53%
9. ANTHEM BIOSCIENCES LTD0.50%

1. KARUR VYSYA BANK LTD.2.48%
2. UJJIVAN SMALL FINANCE BANK LTD2.21%
3. CITY UNION BANK1.84%

1. ASTER DM QUALITY CARE LIMITED1.78%
2. VIJAYA DIAGNOSTIC CENTRE LTD1.40%
3. METROPOLIS HEALTHCARE LTD1.07%
4. DR LAL PATHLABS LTD.0.90%
5. KRISHNA INSTITUTE OF MEDI SCIE0.54%
6. JUPITER LIFE LINE HOSPITALS LTD0.40%

1. ADITYA BIRLA CAPITAL LTD1.50%
2. KFIN TECHNOLOGIES LTD1.47%
3. MOTILAL OSWAL FINANCIAL SERVIC1.27%
4. 360 ONE WAM LIMITED0.89%
5. COMPUTER AGE MANAGEMENT SERV0.63%

1. ORACLE FINANCIAL SERVICES SOFT1.02%
2. NEWGEN SOFTWARE TECHNOLOGIES LTD0.90%
3. TBO TEK LTD0.85%
4. SESHAASAI TECHNOLOGIES LIMITED0.80%
5. KPIT TECHNOLOGIES LTD0.66%
6. COFORGE LTD0.51%
7. IVALUE INFOSOLUTIONS LIMITED0.49%
8. FRACTAL ANALYTICS LTD0.32%
9. RATEGAIN TRAVEL TECHNOLOGIES LTD0.18%

1. TD POWER SYSTEMS LTD.1.86%
2. PRAJ INDUSRIES LTD.1.13%
3. SUZLON ENERGY LTD.1.08%
4. TECHNO ELECTRIC & ENGINEERING1.05%

1. INOX INDIA LTD1.50%
2. -CRAFTSMAN AUTOMATION LTD.1.09%
3. PITTI ENGINEERING LIMITED0.74%

1. AFFLE 3I LIMITED1.69%
2. TIPS MUSIC LIMITED1.28%

1. PNB HOUSING FINANCE LTD.1.58%
2. AAVAS FINANCIERS LTD.0.85%
3. INDIA SHELTER FINANCE CORPORATION LTD0.25%

1. NAVIN FLUORINE INTERNATIONAL L2.52%

1. ECLERX SERVICES LTD.1.33%
2. FIRSTSOURCE SOLUTIONS LTD.0.85%

1. CENTRAL DEPOSITORY SERVICES0.97%
2. TEAMLEASE SERVICES LTD. .0.58%
3. INDEGENE LTD0.54%

1. KAJARIA CERAMICS LTD.1.32%
2. CERA SANITARYWARE LTD.0.75%

1. VOLTAMP TRANSFORMERS LTD.1.39%
2. ACME SOLAR HOLDINGS LTD0.58%

1. V-MART RETAIL LTD1.13%
2. VISHAL MEGA MART LTD0.79%

1. GRINDWELL NORTON LTD.1.08%
2. CARBORANDUM UNIVERSAL LTD.0.71%

1. GREAT EASTERN SHIPPING CO. LTD1.45%

1. JUBILANT INGREVIA LTD.1.45%

1. GRAVITA INDIA LTD.1.29%

1. RADICO KHAITAN LTD.1.23%

1. BRIGADE ENTERPRISES LTD.1.18%

1. INFO-EDGE (INDIA) LTD.0.94%
2. INDIAMART INTERMESH LTD0.21%

1. TATA COMMUNICATIONS LTD.0.89%
2. BHARTI HEXACOM LTD0.23%

1. SUBROS LTD.1.09%

1. SHIPROCKET LIMITED1.07%

1. CLEAN SCIENCE & TECHNOLOGY LTD0.54%
2. ROSSARI BIOTECH LTD0.53%

1. TIMKEN INDIA LTD.1.05%

1. KEI INDUSTRIES LTD.0.62%
2. MOTHERSON SUMI WIRING INDIA LTD0.41%

1. NESCO LTD.1.02%
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About Fund UTI Small Cap Fund Growth

UTI Small Cap Fund Growth managed by UTI Mutual Fund,is a Small-capscheme with Assets Under Management of ₹5,448 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
Canara Robeco Small Cap Fund Growth314,661 CR1.84
Franklin India Small Cap Fund Growth314,746 CR1.85
UTI Small Cap Fund Growth15,447 CR2.01
Sundaram Small Cap Fund - Institutional Plan Growth01,928 CR2.38
Fund Name1Y3Y
This FundCanara Robeco Small Cap Fund Growth2.214934.958
This FundFranklin India Small Cap Fund Growth2.235838.1415
This FundUTI Small Cap Fund Growth2.6739.392
This FundSundaram Small Cap Fund - Institutional Plan Growth61.980195.6559

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 : -3.09%
  • 6 Months : 19.66%
  • 1 Year : 2.67%
  • 3 Years : 11.71%
Returns of UTI Small Cap Fund Growth are updated daily based on NAV of ₹ 27.106 as on Sep 17,2026. Since inception, the return has been 39.39%.

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 ₹5,448 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.