UTI Small Cap Fund - Regular Plan - Growth Option
NAV as on 05-12-2025
₹ 25.4794
₹
-0.19
(
-0.7583%)
AUM as on 31-10-2025
4,917.65 Cr
Rtn (Since Inception)
20.79%
UTI Small Cap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Small Cap |
| Launch Date: | 01-12-2020 |
| Assets Class: | Equity |
| Benchmark: | NIFTY Smallcap 250 TRI |
| TER: | 1.85% As on (31-10-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 5000.0 |
| Minimum Topup: | 1000.0 |
| Total Assets: | 4,917.65 Cr As on (31-10-2025) |
| Turn over: | 35 |
| Exit Load: | W.e.f. 22-12-2020 Exit Load: Less than one year: 1% and Greater than or equal to one year: Nil |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| UTI Small Cap Reg Gr | 01-12-2020 | -6.34 | 11.37 | 16.28 | 0.0 | 0.0 |
| TRUSTMF SMALL CAP FUND REG GR | 04-11-2024 | 1.33 | 0.0 | 0.0 | 0.0 | 0.0 |
| Quantum Small Cap Fund Reg Gr | 05-11-2023 | -0.24 | 10.72 | 0.0 | 0.0 | 0.0 |
| PGIM India Small Cap Fund Reg Gr | 29-07-2021 | -2.37 | 10.05 | 11.72 | 0.0 | 0.0 |
| Sundaram Small Cap Reg Gr | 10-02-2005 | -2.4 | 10.95 | 19.02 | 23.73 | 13.55 |
| HDFC Small Cap Reg Gr | 02-04-2008 | -3.32 | 10.93 | 19.56 | 25.82 | 17.92 |
| Invesco India Small Cap Reg Gr | 05-10-2018 | -3.45 | 17.05 | 23.27 | 27.02 | 0.0 |
| Bandhan Small Cap Reg Gr | 08-02-2020 | -3.45 | 22.09 | 28.53 | 27.06 | 0.0 |
| Axis Small Cap Reg Gr | 05-11-2013 | -3.65 | 11.56 | 16.89 | 22.38 | 18.08 |
| ICICI Pru Small Cap Gr | 01-10-2007 | -3.85 | 9.1 | 15.82 | 23.16 | 15.7 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Installment Amount
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