Mutual Fund- 

UTI Small Cap Fund

By Rajendra

Oct  11, 2022

image credit -UTIMF

Scheme Analysis

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UTI Small Cap Fund

Category 

Small Cap

Inception

Dec 22, 2020

Benchmark

Nifty SmallCap 250

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AUM  - 2,338 Cr

Fund Manager

Ankit Agarwal

The Fund is a sector oriented portfolio  small-cap fund with a focus on scalable business models and long growth runway.

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Top 5 Holding

NCA

Timken India

Tube Investment

Brigade

Credit Access Grameen

3.52

2.92

2.73

2.38

2.22

Total :-  13.77

Strong investment processes, enables this fund to benefit from such opportunities.

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Capital Goods

Financial Service

Consumer Durable

Top 5 Sector

17.15

16.31

14.86

9.89

7.38

Chemical

Healthcare

Fund maintains a well-diversified portfolio and follows a patient approach towards companies in the portfolio.

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Scheme Performance

Exit Load

upto 1 year- 1%

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As on 30 Aug. 2022

1 Year

Since Inception

Period

Returns

9.42%

29.03%

Risk Allocation Investors looking to add a high risk strategy to balance an overall conservative portfolio construct Return Expectation

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