Investment type
UTI-Small Cap Fund - Direct (G) is a mutual fund under the Small Cap category, managed by UTI Mutual Fund. It was launched on 14 Nov 2002, and has been active for over 23 years. As of 30 Jun 2025 the fund manages assets worth ₹4,844 Crores. The expense ratio is 0.64%.
This fund generated returns of 6.96% in the last 1 year. Since its inception, it has provided an average annual return of 25.81%.
The fund's investments are mainly concentrated in sectors like Pharmaceuticals & Biotech, Consumer Durables, Industrial Products, Capital Markets and IT-Software.
The top five holdings in this fund include prominent companies such as Net CA & Others, Multi Comm. Exc., City Union Bank, Karur Vysya Bank and Techno Elec.Engg.
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.
Yes, if you have a high-risk appetite and are seeking high growth over the long term.
A long-term holding period of five to ten years is ideal to capture growth in small companies.
Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.
These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.
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