How to Invest in UTI Small Cap Fund Direct Growth?

You can easily invest in UTI Small Cap Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for UTI Small Cap Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in UTI Small Cap Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does UTI Small Cap Fund Direct Growth provide?

The UTI Small Cap Fund Direct Growth has been there from 22 Dec 2020 and the average annual returns provided by this fund is 28.52% since its inception.

How much expense ratio is charged by UTI Small Cap Fund Direct Growth?

The term Expense Ratio used for UTI Small Cap Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of UTI Small Cap Fund Direct Growth is 0.43% as of 04 Dec 2023...

What is the AUM of UTI Small Cap Fund Direct Growth?

The AUM, short for Assets Under Management of UTI Small Cap Fund Direct Growth is ₹3,139.10Cr as of 04 Dec 2023.

How to Redeem UTI Small Cap Fund Direct Growth?

If you want to sell your UTI Small Cap Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of UTI Small Cap Fund Direct Growth?

You can select either SIP or Lumpsum investment of UTI Small Cap Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of UTI Small Cap Fund Direct Growth?

The NAV of UTI Small Cap Fund Direct Growth is ₹21.46 as of 01 Dec 2023.

What is the PE and PB ratio of UTI Small Cap Fund Direct Growth?

The PE ratio ratio of UTI Small Cap Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

UTI Small Cap Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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UTI Small Cap Fund Direct Growth
Equity
Small Cap
Very High Risk
1M
6M
1Y
All
 NAV: 01 Dec 2023₹21.46
Min. SIP amount₹500
RatingNA
Fund size₹3,139.10Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Small Cap
Absolute returns
3M6M1YAll
Fund returns9.1%24.2%28.8%110.8%
Category averageNANA33.8%NA
Rank with in category252524NA
Understand terms
Holdings (83)NameSectorInstrumentAssets
Cholamandalam Financial Holdings Ltd.
FinancialEquity2.3%
Karur Vysya Bank Ltd.
FinancialEquity2.2%
Brigade Enterprises Ltd.
ConstructionEquity2.1%
CreditAccess Grameen Ltd.
FinancialEquity2.1%
Chalet Hotels Ltd.
ServicesEquity2.1%
Carborundum Universal Ltd.
Metals & MiningEquity2.0%
Cera Sanitaryware Ltd.
ConstructionEquity2.0%
360 One Wam Ltd
FinancialEquity1.8%
Can Fin Homes Ltd.
FinancialEquity1.8%
MTAR Technologies Ltd.
Capital GoodsEquity1.8%
See All
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Equity Small Cap
Pros
Cons
Lower expense ratio: 0.43%
1Y annualised returns lower than category average by 5.27%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
24 Nov 2023 - Present
0.43%
23 Nov 2023 - 24 Nov 2023
0.43%
22 Nov 2023 - 23 Nov 2023
0.43%
20 Nov 2023 - 22 Nov 2023
0.43%
17 Nov 2023 - 20 Nov 2023
0.43%
16 Nov 2023 - 17 Nov 2023
0.43%
15 Nov 2023 - 16 Nov 2023
0.43%
13 Nov 2023 - 15 Nov 2023
0.44%
10 Nov 2023 - 13 Nov 2023
0.44%
09 Nov 2023 - 10 Nov 2023
0.44%
07 Nov 2023 - 09 Nov 2023
0.42%
06 Nov 2023 - 07 Nov 2023
0.42%
03 Nov 2023 - 06 Nov 2023
0.42%
02 Nov 2023 - 03 Nov 2023
0.42%
01 Nov 2023 - 02 Nov 2023
0.43%
31 Oct 2023 - 01 Nov 2023
0.42%
30 Oct 2023 - 31 Oct 2023
0.43%
27 Oct 2023 - 30 Oct 2023
0.42%
26 Oct 2023 - 27 Oct 2023
0.43%
25 Oct 2023 - 26 Oct 2023
0.43%
23 Oct 2023 - 25 Oct 2023
0.43%
20 Oct 2023 - 23 Oct 2023
0.42%
19 Oct 2023 - 20 Oct 2023
0.42%
18 Oct 2023 - 19 Oct 2023
0.42%
17 Oct 2023 - 18 Oct 2023
0.42%
16 Oct 2023 - 17 Oct 2023
0.42%
13 Oct 2023 - 16 Oct 2023
0.42%
12 Oct 2023 - 13 Oct 2023
0.42%
11 Oct 2023 - 12 Oct 2023
0.42%
10 Oct 2023 - 11 Oct 2023
0.42%
09 Oct 2023 - 10 Oct 2023
0.42%
06 Oct 2023 - 09 Oct 2023
0.42%
05 Oct 2023 - 06 Oct 2023
0.42%
04 Oct 2023 - 05 Oct 2023
0.42%
03 Oct 2023 - 04 Oct 2023
0.42%
30 Sep 2023 - 03 Oct 2023
0.42%
29 Sep 2023 - 30 Sep 2023
0.42%
27 Sep 2023 - 29 Sep 2023
0.42%
26 Sep 2023 - 27 Sep 2023
0.42%
25 Sep 2023 - 26 Sep 2023
0.42%
22 Sep 2023 - 25 Sep 2023
0.42%
21 Sep 2023 - 22 Sep 2023
0.42%
20 Sep 2023 - 21 Sep 2023
0.42%
18 Sep 2023 - 20 Sep 2023
0.42%
15 Sep 2023 - 18 Sep 2023
0.42%
14 Sep 2023 - 15 Sep 2023
0.42%
13 Sep 2023 - 14 Sep 2023
0.42%
12 Sep 2023 - 13 Sep 2023
0.42%
11 Sep 2023 - 12 Sep 2023
0.42%
08 Sep 2023 - 11 Sep 2023
0.42%
07 Sep 2023 - 08 Sep 2023
0.42%
06 Sep 2023 - 07 Sep 2023
0.42%
05 Sep 2023 - 06 Sep 2023
0.42%
04 Sep 2023 - 05 Sep 2023
0.42%
01 Sep 2023 - 04 Sep 2023
0.43%
31 Aug 2023 - 01 Sep 2023
0.42%
31 Jul 2023 - 31 Aug 2023
0.58%
30 Jun 2023 - 31 Jul 2023
0.59%
31 May 2023 - 30 Jun 2023
0.61%
30 Apr 2023 - 31 May 2023
0.63%
31 Mar 2023 - 30 Apr 2023
0.63%
28 Feb 2023 - 31 Mar 2023
0.63%
31 Jan 2023 - 28 Feb 2023
0.60%
31 Dec 2022 - 31 Jan 2023
0.60%
30 Nov 2022 - 31 Dec 2022
0.54%
30 Nov 2022 - 30 Nov 2022
0.54%
30 Nov 2022 - 30 Nov 2022
0.54%
31 Oct 2022 - 30 Nov 2022
0.55%
31 Oct 2022 - 31 Oct 2022
0.55%
31 Oct 2022 - 31 Oct 2022
0.55%
30 Sep 2022 - 31 Oct 2022
0.53%
30 Sep 2022 - 30 Sep 2022
0.53%
30 Sep 2022 - 30 Sep 2022
0.53%
31 Aug 2022 - 30 Sep 2022
0.53%
31 Aug 2022 - 31 Aug 2022
0.53%
31 Jul 2022 - 31 Aug 2022
0.51%
31 Jul 2022 - 31 Jul 2022
0.51%
30 Jun 2022 - 31 Jul 2022
0.54%
30 Jun 2022 - 30 Jun 2022
0.54%
31 May 2022 - 30 Jun 2022
0.37%
31 May 2022 - 31 May 2022
0.37%
30 Apr 2022 - 31 May 2022
0.29%
30 Apr 2022 - 30 Apr 2022
0.29%
31 Mar 2022 - 30 Apr 2022
0.36%
31 Mar 2022 - 31 Mar 2022
0.36%
28 Feb 2022 - 31 Mar 2022
0.37%
28 Feb 2022 - 28 Feb 2022
0.37%
31 Jan 2022 - 28 Feb 2022
0.36%
31 Dec 2021 - 31 Jan 2022
0.28%
30 Nov 2021 - 31 Dec 2021
0.22%
31 Oct 2021 - 30 Nov 2021
0.22%
30 Sep 2021 - 31 Oct 2021
0.22%
31 Aug 2021 - 30 Sep 2021
0.25%
31 Jul 2021 - 31 Aug 2021
0.25%
30 Jun 2021 - 31 Jul 2021
0.41%
31 May 2021 - 30 Jun 2021
0.43%
30 Apr 2021 - 31 May 2021
0.46%
Expense ratio, exit load and taxExpense ratio: 0.43%Inclusive of GST
Exit loadExit load of 1% if redeemed within one year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementAnkit Agarwal
Dec 2020 - Present
View details
Education
Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.
Experience
Prior to joining UTI Mutual Fund he has worked with Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..
Also manages these schemes
UTI Mid Cap Fund Direct Growth
UTI Small Cap Fund Direct Growth
UTI Innovation Fund Direct Growth
Deepesh Agarwal
May 2022 - Present
View details
Education
Mr. Agarwal is B.Com, C.A and CFA.
Experience
Prior to joining UTI Mutual Fund, he has worked with Ambit Capital, Hexaware Technologies, Mahajan & Aibara and MVK Associates.
Also manages these schemes
UTI Nifty 50 Index Fund Direct Growth
UTI Arbitrage Fund Direct Growth
UTI Nifty Next 50 Index Fund Direct Growth
UTI Corporate Bond Fund Direct Growth
UTI Equity Savings Fund Direct Growth
UTI Small Cap Fund Direct Growth
UTI Focused Fund Direct Growth
UTI Balanced Advantage Fund Direct Growth
UTI Innovation Fund Direct Growth
Fund house & investment objective
UTI Mutual Fund
Rank (total assets)#8 in India
Total AUM₹2,58,722.96Cr
Date of Incorporation14 Nov 2002
 UTI Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 14 Nov 2002. Kamal Gada is the Current Fund Manager of UTI Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,58,723 Cr and the Latest NAV as of 01 Dec 2023 is ₹21.46.
The UTI Small Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed within one year.
;
Investment ObjectiveThe scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies.
;
Fund benchmarkNIFTY Smallcap 250 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
Phone
0263 2296993
Launch Date
14 Nov 2002
E-mail
NA
Website
www.utimf.com
UTI Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
UTI Small Cap Fund Direct Growth
VS
Add mutual fund to compare

	3M	6M	1Y	All
Fund returns	9.1%	24.2%	28.8%	110.8%
Category average	NA	NA	33.8%	NA
Rank with in category	25	25	24	NA

Name	Sector	Instrument	Assets
Cholamandalam Financial Holdings Ltd.	Financial	Equity	2.3%
Karur Vysya Bank Ltd.	Financial	Equity	2.2%
Brigade Enterprises Ltd.	Construction	Equity	2.1%
CreditAccess Grameen Ltd.	Financial	Equity	2.1%
Chalet Hotels Ltd.	Services	Equity	2.1%
Carborundum Universal Ltd.	Metals & Mining	Equity	2.0%
Cera Sanitaryware Ltd.	Construction	Equity	2.0%
360 One Wam Ltd	Financial	Equity	1.8%
Can Fin Homes Ltd.	Financial	Equity	1.8%
MTAR Technologies Ltd.	Capital Goods	Equity	1.8%

Rank (total assets)	#8 in India
Total AUM	₹2,58,722.96Cr

Date of Incorporation	14 Nov 2002

Fund benchmark	NIFTY Smallcap 250 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	NA
Fund size	₹3,139.10Cr

UTI Small Cap Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (83)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.43%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Ankit AgarwalDec 2020 - PresentView details

Deepesh AgarwalMay 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Ankit Agarwal
Dec 2020 - Present
View details

Deepesh Agarwal
May 2022 - Present
View details