UTI Small Cap Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
UTI Small Cap Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹4,872 Cr
Lock In Period
N/A
Expense Ratio
1.82
Exit Load
Less than one year 1%.Greater than or equal to one year Nil.
Benchmark
Nifty Smallcap 250 Total Return
Summary
UTI Small Cap Fund Growth NAV is ₹25.8624 as of 21 May, 2026. UTI Small Cap Fund Growth has delivered 59.55% returns since its launch. The minimum SIP investment amount in UTI Small Cap Fund Growth is ₹500. The AUM of UTI Small Cap Fund Growth is ₹4,872 Cr. The expense ratio of the fund is 1.82%, and its benchmark is Nifty Smallcap 250 Total Return. The current exit load of the fund is Less than one year 1%.Greater than or equal to one year Nil.. In the last 1M months, UTI Small Cap Fund Growth has delivered 2.00% returns.
UTI Small Cap Fund Growth Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.00 | -1.45 | 7.74 |
| 6M | -1.72 | 0.83 | 64.49 |
| 1Y | 3.74 | 3.40 | 137.57 |
| 3Y | 16.85 | 10.97 | 202.94 |
Portfolio Analysis
- Equity: 96.69%
- Debt: 3.31%
- Others
As on: 2026-04-30
View allocation % by
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 ₹4,872 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 1.82. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Nippon India India Opportunities Fund - Series A Growth | 0 | 964.02 CR | 1.35 |
| Tata Dividend Yield Fund Growth | 0 | 1043.89 CR | 2.42 |
| UTI Small Cap Fund Growth | 1 | 4872.44 CR | 1.82 |
| Sundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India India Opportunities Fund - Series A Growth | 41.5661 | 59.0425 |
| This FundTata Dividend Yield Fund Growth | 6.8233 | 59.493 |
| This FundUTI Small Cap Fund Growth | 3.7429 | 59.5544 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
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 1.82. 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 : 2.00%
- 6 Months : -1.72%
- 1 Year : 3.74%
- 3 Years : 16.85%
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 ₹4,872 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.
