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UTI Small Cap Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Small Cap Fund
Fund House : UTI Mutual Fund
  • Latest (Updated on 30th Sep 2025)
    Crisil Rank
  • (Updated on 30th Jun 2025)
    Crisil Rank
  • (Updated on 31st Mar 2025)
    Crisil Rank
  • (Updated on 31st Dec 2024)
    Crisil Rank
  • (Updated on 30th Sep 2024)
    Crisil Rank

Returns (NAV as on 28th November, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 21-Nov-25 10073.10 0.73% - -0.73% 8/33
1 Month 28-Oct-25 9821.70 -1.78% - -1.71% 14/33
3 Month 28-Aug-25 10170.60 1.71% - 1.50% 22/33
6 Month 28-May-25 10377.50 3.77% - 3.44% 12/32
YTD 01-Jan-25 9603.20 -3.97% - -3.09% 17/31
1 Year 28-Nov-24 9828.00 -1.72% -1.72% -2.28% 14/31
2 Year 28-Nov-23 12950.80 29.51% 13.78% 13.73% 11/28
3 Year 28-Nov-22 16268.50 62.69% 17.59% 19.43% 18/25
Since Inception 22-Dec-20 25906.50 159.06% 21.27% 16.66% 8/33

SIP Returns (NAV as on 28th November, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 28-Nov-24 12000 12519.55 4.33 % 8.08 %
2 Year 28-Nov-23 24000 26170.94 9.05 % 8.54 %
3 Year 28-Nov-22 36000 45023.79 25.07 % 15.04 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.36% -1.78% 1.71% 3.78% -3.19% -1.72% 13.78% 17.59% 0.00%
Nifty 50 -0.05% 1.03% 6.95% 5.86% 10.82% 9.57% 14.76% 12.16% 15.09%
Benchmark: Nifty Smallcap 250 TRI -0.22% -3.48% 1.18% 0.60% -5.21% -4.25% 14.04% 20.92% 25.36%
Category Average -0.12% -1.89% 2.40% 3.06% -3.19% -2.51% 13.60% 19.15% 24.91%
Category Rank 31/32 14/33 22/33 12/32 17/31 14/31 11/28 18/25 0/0
Best in Category 0.28% 0.58% 7.69% 10.86% 4.53% 6.54% 25.48% 29.89% 31.52%
Worst in Category -0.41% -4.62% -4.79% -3.25% -12.86% -11.51% 10.06% 12.88% 20.07%

Best Quarters

Period This Fund Nifty 50 Nifty Smallcap 250 TRI Category Average
Q2 - 2024 19.49% 7.48% -- 18.43%
Q2 - 2023 17.89% 10.29% -- 12.04%
Q2 - 2021 17.80% 5.75% -- 20.86%

Worst Quarters

Period This Fund Nifty 50 Nifty Smallcap 250 TRI Category Average
Q1 - 2025 -14.68% -2.43% -- -4.96%
Q2 - 2022 -10.37% -10.70% -- -9.76%
Q2 - 2022 -9.99% -10.70% -- -9.76%
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