UTI Small Cap Fund Direct Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.67
• Std Deviation 17.45%
• Tracking Error 0.00%

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved

The UTI Small Cap Fund Direct Growth has an AUM of 4544.91 crores & has delivered CAGR of 20.21% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.63%. The minimum investment in UTI Small Cap Fund Direct Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Net Current Assets, Multi Commodity Exchange Of India, Karur Vysya Bank & City Union Bank.

The major sectors where the fund is invested are Chemical Manufacturing, Regional Banks, Software & Programming & Misc. Capital Goods.

Some of the similar funds are Edelweiss Small Cap Fund Direct Growth, Sundaram Small Cap Fund - Direct Plan - Growth Option, UTI Small Cap Fund Direct Growth, Aditya Birla Sun Life Small Cap Fund Direct Plan Growth, Mahindra Manulife Small Cap Fund Direct Growth. UTI Small Cap Fund Direct Growth has a sharpe ratio of 0.67 & a standard deviation of 17.45%.