UTI Small Cap Fund

Mutual Fund-

UTI Small Cap Fund

By Rajendra

Mar 25, 2023

image credit -UTIMF

Scheme Analysis

Category

Small Cap

Inception

Oct 22, 2020

Benchmark

Nifty Smallcap 250

AUM - 2,390 Cr

Fund Manager

Ankit Agarwal

UTI Small Cap Fund

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

Karur Vyshya Bank

Carborandum

Brigade

Tube Investment

Timken

2.60

2.43

2.23

2.18

2.16

Total :- 11.60

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

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Capital Goods

Financial Service

Consumer Durable

Top 5 Sector 17.00

17.00

14.00

10.00

7.00

Services

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%

As on 30 Aug. 2022

1 Year

Since Inception

Period

Returns

9.42%

29.03%

SIP Performance Exit Load upto 12 month - 1%

As on 28 Feb. 2023

1 Year

26 Month

Period

Value

12,026

28,720

Returns

0.42%

9.16%

Monthly SIP of 1,000

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

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