40
Small CapAvoid
UTI Small Cap
UTI · Direct–Growth · rank #21 of 36 by Smart Score
Data updated
Trailing returns
1 Year
8.3%
-0.3% vs index
3 Years
14.8%
-0.3% vs index
5 Years
16.2%
+0.7% vs index
Since launch
21.4%
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
+10.0%+0.4% vs index
Why this score
UTI Small Cap scores 40/100 — #21 of 36 Small Cap fund (Avoid). The main drag is its 3y return (better than only 35% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return14.83% · 35th percentile in category
5Y return16.16% · 37th percentile in category
Alpha-1.07 · 28th percentile in category
1Y return8.32% · 18th percentile in category
Sharpe ratio0.48 · 39th percentile in category
Sortino ratio0.65 · 40th percentile in category
Top holdings
1.Karur Vysya Bank Ltd2.53%
2.Ujjivan Small Finance Bank Ltd2.37%
3.Ami Organics Ltd2.37%
4.Navin Fluorine International Ltd2.28%
5.Aster DM Healthcare Ltd2.15%
108 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.