UTI Small Cap Reg-G

Fund Category: Small Cap

Fund Category Small Cap

Very High Equity G

2 Morning Star

3 Value Research

NAV( 29 Apr 2025)

₹ 23.69
2.94%

UTI Small Cap Reg-G

Invest now

Performance

15.7%3y Returns

0.31% 1D Returns

Investment details

  • Min SIP amount

    ₹ 500
  • Min Lumpsum

    ₹ 5000
  • Lock In

    0
  • Expense ratio

    1.88%
  • Exit load

    1% Exit load of 1% if redeemed within one year.
    L After 365 days

Fund details

View Fund Documents
  • Fund size

    ₹ 4,147 Cr
  • Plan

    REGULAR
  • Launch date

    2 Dec 2020
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Smallcap 250 Total Return Index
  • ISIN

    INF789F1AUO6

Fund allocation

Asset allocation

Company holdings
Company Allocation %
Aarti Industries Ltd 0.74%
Arman Financial Services Ltd 0.19%
Avanti Feeds Ltd 2.15%
Blue Star Ltd 2.14%
Brigade Enterprises Ltd 1.41%
Caplin Point Laboratories Ltd 1.59%
Carborundum Universal Ltd 1.09%
Cera Sanitaryware Ltd 0.76%
City Union Bank Ltd 1.87%
Coromandel International Ltd 1.14%
eClerx Services Ltd 0.69%
Firstsource Solutions Ltd 1.01%
Godrej Agrovet Ltd 1.17%
The Great Eastern Shipping Company Ltd 1.13%
Grindwell Norton Ltd 1.02%
Heritage Foods Ltd 0.99%
Johnson Controls - Hitachi Air Conditioning India Ltd 0.87%
Indo Count Industries Ltd 0.99%
Inox India Ltd 1.48%
JK Cement Ltd 1.12%
Kajaria Ceramics Ltd 0.99%
Karur Vysya Bank Ltd 1.94%
KEC International Ltd 0.49%
Kei Industries Ltd 1.12%
Kewal Kiran Clothing Ltd 0.77%
La Opala RG Ltd 0.45%
CIE Automotive India Ltd 0.94%
Marksans Pharma Ltd 1.39%
Coforge Ltd 1.26%
National Aluminium Company Ltd 1.21%
Navin Fluorine International Ltd 2.04%
Nesco Ltd 0.86%
Orchid Pharma Ltd 0.53%
Pitti Engineering Ltd 0.92%
Praj Industries Ltd 1.44%
Radico Khaitan Ltd 0.68%
Ratnamani Metals & Tubes Ltd 0.83%
Safari Industries (India) Ltd 0.2%
Shivalik Bimetal Controls Ltd 0.44%
Sonata Software Ltd 0.99%
Subros Ltd 1.18%
Timken India Ltd 1.11%
Tips Music Ltd 1.49%
Whirlpool Of India Ltd 0.89%
Zensar Technologies Ltd 1.54%
Persistent Systems Ltd 0.45%
CreditAccess Grameen Ltd 0.69%
Gravita India Ltd 1.44%
TD Power Systems Ltd 1.53%
Multi Commodity Exchange Of India Ltd 2.86%
RHI Magnesita India Ltd 0.79%
V-Mart Retail Ltd 1.02%
Net Current Assets 2.26%
Sheela Foam Ltd 0.84%
TeamLease Services Ltd 1.01%
Eris Lifesciences Ltd 1.69%
PSP Projects Ltd 1.04%
UTI Liquid Direct-G 2.42%
Tube Investments Of India Ltd 1.03%
Dixon Technologies (India) Ltd 0.97%
Aster DM Healthcare Ltd 1.79%
India Shelter Finance Corporation Ltd 1.65%
Fine Organic Industries Ltd 0.96%
Techno Electric & Engineering Company Ltd 1.47%
KPIT Technologies Ltd 1.65%
Metropolis Healthcare Ltd 0.94%
360 One Wam Ltd 1.8%
Indiamart Intermesh Ltd 1.09%
Greenpanel Industries Ltd 0.36%
Affle (India) Ltd 1.77%
Krishna Institute Of Medical Sciences Ltd 1.32%
Rossari Biotech Ltd 0.47%
Route Mobile Ltd 0.45%
Computer Age Management Services Ltd 1.53%
Equitas Small Finance Bank Ltd 1.09%
Jubilant Ingrevia Ltd 1.43%
Vijaya Diagnostic Centre Ltd 1.15%
Ami Organics Ltd 1.44%
Metro Brands Ltd 0.83%
Paradeep Phosphates Ltd 1.39%
NIIT Learning Systems Ltd 1.08%
Concord Biotech Ltd 1.01%
Sai Silks (Kalamandir) Ltd 0.36%
Blue Jet Healthcare Ltd 1.08%
Awfis Space Solutions Ltd 1.25%
Raymond Lifestyle Ltd 0.42%
Sai Life Sciences Ltd 0.85%
Laxmi Dental Ltd 0.09%
Clearing Corporation of India CP 0.02%
Sectors
Company Allocation %
Others 2.28%
Construction 3.31%
Automobile 2.21%
Consumer Staples 4.99%
Materials 3.68%
Financial 9.23%
Capital Goods 10.28%
Consumer Discretionary 6.19%
Chemicals 8.17%
Textiles 2.12%
Services 13.03%
Energy 1.13%
Technology 8.11%
Unclassified 2.42%
Metals & Mining 8.01%
Healthcare 14.87%

Risk Associated

Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

UTI AMC is the seventh largest asset management company in India in terms of AUM. With more than 1.1 crore folios, their client base accounts for 12.8% of the approximately 86 million folios that are managed by the Indian mutual fund industry. It has completed 50 years as India?s leading Financial service institution and was a sole vehicle of capital market investment for Indian citizens till the early 90?s. With 150 branches, 47,000 highly trained IFAs, 320 Chief Agents and Business Development Associates and over 1 crore investor accounts, UTI AMC is one of the leading financial institutions with a pan Indian presence. They are committed to continuing their legacy of delivering best in class services with a focus on social responsibility and nation-building.

  • Funds Offered

    3
  • AUM

    ₹ 15,534 Cr
  • Highest Return

    15.7%
About

Ankit Agarwal Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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