35
Small CapAvoid
UTI Small Cap
UTI · Direct–Growth · rank #24 of 36 by Smart Score
Data updated
Trailing returns
1 Year
2.5%
-0.6% vs index
3 Years
12.4%
-0.1% vs index
5 Years
13.2%
+0.8% vs index
Since launch
19.9%
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
+5.1%-0.7% vs index
Why this score
UTI Small Cap scores 35/100 — #24 of 36 Small Cap fund (Avoid). The main drag is its 3y return (better than only 31% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return12.40% · 31st percentile in category
5Y return13.21% · 33rd percentile in category
Sharpe ratio0.35 · 34th percentile in category
1Y return2.55% · 11th percentile in category
Expense ratio1.06% · 29th percentile in category
Alpha-1.23 · 32nd percentile in category
Top holdings
1.Ami Organics Ltd2.52%
2.Navin Fluorine International Ltd2.5%
3.Karur Vysya Bank Ltd2.41%
4.City Union Bank Ltd1.89%
5.Caplin Point Laboratories Ltd1.87%
107 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.