44
Small CapAvoid
UTI Small Cap
UTI · Direct–Growth · rank #18 of 36 by Smart Score
Trailing returns
1 Year
3.1%
+3.0% vs index
3 Years
16.7%
-1.3% vs index
5 Years
16.4%
+1.5% vs index
Since launch
21.7%
Year-by-year performance
2021
+58.5%-2.7% vs index
2022
+1.2%+4.6% vs index
2023
+37.3%-11.0% vs index
2024
+28.4%+2.0% vs index
2025
-4.2%+1.4% vs index
2026
+8.9%+1.0% vs index
Why this score
UTI Small Cap scores 44/100 — #18 of 36 Small Cap fund (Avoid). It stands out for volatility — beating 65% of peers on volatility. The main drag is its 5y return (better than only 34% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
5Y return16.42% · 34th percentile in category
Alpha-1.71 · 29th percentile in category
Volatility16.72 · 65th percentile in category
3Y return16.67% · 44th percentile in category
1Y return3.09% · 28th percentile in category
Expense ratio0.87% · 43rd percentile in category