FundLens
39
Small CapAvoid

UTI Small Cap

UTI · Direct–Growth · rank #22 / 36 Smart Score ke hisaab se

Data updated

UTI Small Cap ka score 39/100 hai — 36 mein #22 Small Cap fund (Avoid). Kamzori: 3 saal ka return (category mein 31th percentile).

Trailing returns

index ke muqable: Nifty Smallcap 250 (index-fund proxy)
1 saal
9.2%
-0.6% index ke muqable
3 saal
14.9%
-0.4% index ke muqable
5 saal
16.3%
+0.6% index ke muqable
Launch se
21.5%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
58.5%
2022
1.2%
2023
37.3%
2024
28.4%
2025
-4.2%
2026
10.9%

Risk metrics

Sharpe ratio
0.50
↑ jitna zyada, utna accha
Sortino ratio
0.68
↑ jitna zyada, utna accha
Std deviation
16.75
↓ jitna kam, utna accha
Alpha
-1.17
↑ jitna zyada, utna accha
Beta
0.84
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.