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UTI Small Cap Fund - Direct Plan - Growth Option

UTI · Scheme 148618

₹30.39▲ 0.15%NAV · 2026-09-18
67
Decent FundScore
Start SIP
AUM
₹5,263 cr
Expense ratio
0.87%
3Y CAGR
17.1%
Risk level
High
Min SIP
₹500
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Kamal GadaExit load: Exit load of 1% if redeemed within one year.
Decent · 67/100

A solid option with a few areas worth a closer look.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • ✓Strong long-term record — 17.1% CAGR over 5 years.
  • ✓Compounding well recently — 17.1% CAGR over 3 years.
  • ✓3Y CAGR: +17.1%
  • ✓5Y CAGR: +17.1%
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
  • •3Y CAGR vs category: -0.9% vs category avg
  • •5Y CAGR vs category: -1.0% vs category avg

FundScore breakdown

67/100 · Decent
How it works →
57
Returns
Decent
66
Consistency
Decent
65
Risk-adjusted
Decent
80
Downside protection
Strong
77
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.