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Enter a Single character of a Scheme :
03 Aug 2026 | 09:08 IST
UTI-Small Cap Fund (G)
Summary Info
Fund Name : UTI Mutual Fund
Scheme Name : UTI-Small Cap Fund (G)
AMC : UTI Mutual Fund
Type : OPEN
Category : Equity - Diversified
Launch Date : 02-Dec-20
Fund Manager : Nitin Jain
Net Assets:(Rs. cr) 5213.42
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns 1.25 0.39 6.07 11.82 3.90 14.39 14.35 19.48
Category Avg 2.22 2.06 5.69 6.44 5.82 14.34 13.67 13.68
Category Best 4.84 10.71 18.18 31.45 28.14 39.45 24.34 41.92
Category Worst -0.61 -3.46 -6.19 -9.04 -14.60 -2.42 2.21 -11.63
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.8569 5.6855 0.5683 -1.6494 -0.0051
Holdings Date :30-Jun-26
Company Name% Hold
Acutaas Chemical 2.72
Karur Vysya Bank 2.39
TD Power Systems 2.37
Navin Fluo.Intl. 2.34
Inox India 2.17
Aster DM Health. 2.07
Ujjivan Small 1.90
Caplin Point Lab 1.88
City Union Bank 1.75
Delhivery 1.75
Affle 3i 1.57
Marksans Pharma 1.55
ERIS Lifescience 1.51
Jubilant Ingrev. 1.48
Aditya Birla Cap 1.45
PNB Housing 1.41
KFin Technolog. 1.39
Subros 1.33
Volt.Transform. 1.33
Vijaya Diagnost. 1.30
INDIA SHELTE FIN 1.29
Suzlon Energy 1.27
Tips Music 1.27
GE Shipping Co 1.24
Timken India 1.22
Gravita India 1.22
Grindwell Norton 1.21
Techno Elec.Engg 1.18
Motil.Oswal.Fin. 1.17
Praj Industries 1.17
Tube Investments 1.14
Radico Khaitan 1.13
NESCO 1.10
V-Mart Retail 1.09
AAVAS Financiers 1.08
Metropolis Healt 1.04
MTAR Technologie 0.97
Craftsman Auto 0.96
Fine Organic 0.95
CIE Automotive 0.94
Brigade Enterpr. 0.94
Kajaria Ceramics 0.90
Oracle Fin.Serv. 0.90
Cera Sanitary. 0.89
Godrej Agrovet 0.87
Crompton Gr. Con 0.87
eClerx Services 0.86
Indiamart Inter. 0.86
Sai Life 0.85
Newgen Software 0.84
NIIT Learning 0.83
Dr Lal Pathlabs 0.80
KPIT Technologi. 0.80
Carborundum Uni. 0.78
Tata Comm 0.77
JSW Dulux 0.75
Team Lease Serv. 0.74
Info Edg.(India) 0.73
Firstsour.Solu. 0.72
Blue Star 0.72
Kewal Kir.Cloth. 0.70
Heritage Foods 0.69
Pitti Engg. 0.68
Seshaasai Tech. 0.67
Cams Services 0.67
J K Cements 0.66
Metro Brands 0.65
Ratnamani Metals 0.64
AWFIS Space 0.64
CreditAcc. Gram. 0.63
KEI Industries 0.62
Krishna Institu. 0.61
Vishal Mega Mart 0.61
Rossari Biotech 0.60
360 ONE 0.59
Whirlpool India 0.57
Ivalue Infosolut 0.55
Orchid Pharma 0.53
ZF Commercial 0.52
Clean Science 0.52
Blue Jet Health 0.51
Sona BLW Precis. 0.50
Coforge 0.49
Petronet LNG 0.48
PNC Infratech 0.48
Kirloskar Oil 0.48
Anthem Bioscienc 0.44
RHI Magnesita 0.44
ACME Solar Hold. 0.41
Jupiter Life Lin 0.40
G R Infraproject 0.38
Fractal Analyt. 0.34
Zensar Tech. 0.33
Indo Count Inds. 0.32
Endurance Tech. 0.31
H.G. Infra Engg. 0.31
Gabriel India 0.30
Berger Paints 0.28
Yatra Online 0.26
Bharti Hexacom 0.23
Kirl.Pneumatic 0.21
Rategain Travel 0.18
Chalet Hotels 0.16
Motherson Wiring 0.08
TBO Tek 0.07
C C I 0.02
Net CA & Others 4.46
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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