UTI Small Cap Fund Regular Growth

Equity
Small Cap
Very High Risk
1M
6M
1Y
All
NAV: 27 Jan 2023₹15.18
Min. SIP amountNot Supported
RatingNA
Fund size₹2,389.11Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Small Cap
Absolute returns
3M6M1YAll
Fund returns0.3%12.6%0.1%55.3%
Category averageNANA-0.7%NA
Rank with in category181914NA
Understand terms

Holdings (79)

NameSectorInstrumentAssets
Karur Vysya Bank Ltd.FinancialEquity2.9%
Tube Investments Of India Ltd.AutomobileEquity2.5%
Timken India Ltd.Capital GoodsEquity2.2%
Brigade Enterprises Ltd.ConstructionEquity2.1%
Carborundum Universal Ltd.Metals & MiningEquity1.9%
CreditAccess Grameen Ltd.FinancialEquity1.9%
VIP Industries Ltd.ChemicalsEquity1.9%
Computer Age Management Services Ltd.ServicesEquity1.8%
Chalet Hotels Ltd.ServicesEquity1.7%
RHI Magnesita India Ltd.ConstructionEquity1.7%
See All

Expense ratio, exit load and tax

Expense ratio: 2.27%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within one year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Ankit Agarwal
Dec 2020 - Present
View details

Education
Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Experience
Prior to joining UTI Mutual Fund he has worked with Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..
Also manages these schemes

Deepesh Agarwal
May 2022 - Present
View details

Education
Mr. Agarwal is B.Com, C.A and CFA.
Experience
Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
UTI Tower, 'GN' Block,Bandra-Kurla Complex,Bandra (East), Mumbai 400051
Phone
022- 66786666 / 66786354 / 1800-22-1230
Launch Date
14 Nov 2002
Website
NA
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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