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UTI Small Cap Fund

Small businesses are often referred as backbone of Indian economy, their presence is across the sectors engaged primarily in manufacturing, retailing, services, construction etc., In the recent years, a wide spectrum of initiatives and opportunities are set forth by the government to nurture the small businesses, and there is continuous impetus for innovation and formalisation of economy. Therefore, in long-run the share of small companies to the economic growth is likely to expand. So if you want to be part of the growth journey of young companies, some of which may become tomorrow’s leaders then consider investing in UTI Small Cap Fund.

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Why invest in UTI Small Cap Fund?

UTI Small Cap Fund endeavours to invest in companies that have scalable business models, are run by seasoned management and aims to generate high return on invested capital. While, the upside of investing in portfolio of small cap companies is their growth potential, they can be quite volatile. We have 360⁰ risk assessment framework to mitigate the underlying risks and is aligned to gain from small cap companies and select mid cap companies having growth opportunities.

Research Framework

Standardized and in-depth research methodology to identify good stocks and avoid poor stocks

Diversified Portfolio

Aims to maintain judicious portfolio diversification across stocks and sectors

Position Sizing

Based on the relative conviction, market depth and overall stock level risks

Portfolio Review

Continuous evaluation and monitoring of risk parameters and companies in the portfolio

Who should invest in UTI Small Cap Fund?

Risk Allocation

Investors looking to add a high risk strategy to balance an overall conservative portfolio construct

Return Expectation

Investors seeking higher returns’ potential relative to other diversified equity funds and willing to ride the underlying higher portfolio volatility and risks

Investment Route

Investors looking for allocation either lump sum or staggered route (SIP*/STP^)

Time Horizon

Investors looking for investments over medium to long-term horizon

*SIP (Systematic Investment Plan) is a feature offered for a disciplined investment of a certain amount on a pre-decided date in a specific mutual fund scheme, regularly over a period of time. ^An STP (Systematic Transfer Plan) allows you to transfer a certain amount of money from one mutual fund scheme to another. An STP is possible only between mutual funds of the same fund house. An STP is similar to a SIP. But instead of transferring money periodically from your bank account to a mutual fund, you transfer money from one mutual fund to another.

Features

Score Alpha strategy

A rigorous and pragmatic approach to identify quality stocks

Robust Risk-Management Framework

To assess portfolio for any potential risk

Flexibility

To invest in businesses going through a transitory phase of weakness or undergoing significant transformational change

Investment style & approach

To follow a blend of both value and growth style with a tilt towards growth & deploys bottom-up stock selection approach

Prudent Diversification

By investing across stocks and remain sector agnostic

Overview

Scheme Objective

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.

Type of Scheme

An open-ended equity scheme predominantly investing in small cap stocks

Benchmark

Nifty Smallcap 250 TRI

Minimum Application

Amount ₹ 5000/- and in multiples of ₹ 1/- thereafter with no upper limit.

Load Structure

Entry Load: Nil Exit Load: Less than one year – 1%; Greater than or equal to one year – Nil

Plans Available The Scheme offers following Plans:

Regular Plan Direct Plan Both the plans offer following Options: Growth Option Dividend Payout Option

Knowledge Hub

FAQ's

  • What are Small-caps?
  • What is a Small-cap Fund?
  • What is the Investment Strategy followed by UTI Small Cap Fund?
  • What is Scalability in a Business?
  • What is a Business Turnaround? What is Turnaround Strategy?
  • What is Transformational Change?
  • What are the key risks associated to investing in Small-cap Funds?
  • How are the underlying portfolio risks of investing in small-caps are mitigated in UTI Small Cap Fund?
  • How is UTI Small Cap Fund unique from its peers?
  • Who should invest in UTI Small Cap Fund?
  • Why invest in UTI Small Cap Fund?
  • Scheme Related Documents

UTI Small Cap Fund is an open ended equity scheme predominantly investing in small cap stocks. Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets. As per new norms for definition of Market Capitalization prescribed by SEBI, classification would be: Large Cap: 1st - 100th company (full market cap), Mid Cap: 101st - 250th company (full market cap), Small Cap: 251st company onwards (full market cap).

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.