UTI Small Cap Fund

An open-ended equity scheme predominantly investing in small-cap stocks.

An open-ended equity scheme predominantly investing in small cap stocks. The Fund is well-diversifed and aims to exploit the potential growth opportunities of small-cap and select mid-cap companies.

Snapshot

Fund Type
Inception
Risk Metric
Returns
1 Year
3 Year
5 Year
NAV

Fund Facts

Month End AuM
Monthly Avg. AuM
No. of Folio Accounts
Minimum Investment Amount
Total Expense Ratio
Benchmark Index
Special Facitilities
Exit Load

Fund Performance

Period Fund Performance Vs Benchmark (CAGR) Growth for Rs 10,000 /-
NAV (%) NAV (Rs)

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate

Portfolio

Fund Benchmark Net
Current Asset Allocation
Top 10 Holdings
View All
Name Weight(%)
Overweight (Top 5)
Underweight (Top 5)

Quantitative Indicators

Quantitative Indicators Fund Benchmark

Fund Managers

Frequently asked questions

    What are small cap mutual funds?

    A small-cap fund invests a minimum of 65% of the fund’s corpus in equity & equity related instruments of small-cap companies. Small-caps funds provide an growth opportunities by participating in niche or unexploited set of companies/sectors, where the large caps are absent or have limited presence.

    Why Should I Invest in UTI small cap fund?

    - The Fund aims to exploit the potential growth opportunities of small-cap and select mid-cap companies
    - A well-diversified portfolio of scalable businesses with long growth runway
    - The Fund uses 360⁰ risk assessment framework to identify good stocks and avoid poor stocks
    - Pursue bottom-up stock selection approach to pick businesses with healthy financials and potential for sustenance of margins over a period of time

    How to Invest in UTI small cap fund?

    Investing in UTI transportation and logistics fund is very simple. Investors can simple log on to utimf.com or use UTI Buddy Application and start investing subject to KYC compliance. Investors may also approach nearest UTI Financial Centres (UFCs). Alternatively, you may also approach mutual fund distributors, financial advisors or various online platform for investments.

    What are the benefits of investing in a small cap mutual funds?

    - Small-caps segment provide higher opportunities as they have a much higher representation in a very diverse set of sectors when compared to large-caps.
    - Small-caps have new and emerging business models which cater to a specialized segment of the markets.
    - Small-cap stocks are less tracked or followed by the sell-side analyst community at large. Therefore, it provides the fund managers an opportunity to identify high growth, quality stocks possibly available at mispriced valuation.
    - Exposure to small-caps by institutional investors is lower relative to their exposure to bigger businesses, leading to some in-efficiencies in the market.