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UTI Small Cap Fund - Regular Plan - Growth Option

UTI · Small Cap
Very High
₹26.17
Current NAV
06 Nov 2026
0.4%
1Y Return
10.9%
3Y CAGR
11.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.94).
  • Very large asset base (AUM: ₹12,490 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Small Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.94
Sharpe Ratio
0.94
Beta
1.94
Alpha
2.60
Sortino
Fund Details
Fund House UTI
Category Small Cap
AUM ₹12490 Cr
Expense Ratio 1.34%
Min SIP ₹500
Min Lumpsum ₹1000
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