FundLens
42
Small CapAvoid

UTI Small Cap

UTI · Direct–Growth · rank #19 / 36 Smart Score ke hisaab se

Data updated

UTI Small Cap ka score 42/100 hai — 36 mein #19 Small Cap fund (Avoid). Mazbooti: utaar-chadhaav (category mein 68th percentile). Kamzori: 5 saal ka return (category mein 30th percentile).

Trailing returns

index ke muqable: Nifty Smallcap 250 (index-fund proxy)
1 saal
1.9%
+2.8% index ke muqable
3 saal
16.0%
-1.0% index ke muqable
5 saal
16.1%
+1.6% index ke muqable
Launch se
21.2%

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
6.8%

Risk metrics

Sharpe ratio
0.56
↑ jitna zyada, utna accha
Sortino ratio
0.76
↑ jitna zyada, utna accha
Std deviation
16.77
↓ jitna kam, utna accha
Alpha
-1.52
↑ 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.