UTI Small Cap Fund Direct Growth

Scheme code: INF789F1AUQ1 NAV value: ₹ 24.6712 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	0.12	51.91	29.69	31.4
3 year	11.95	32.05	23.51	30.38

Index

Metrics

NIFTY SMALLCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.39	86.8	39.54	29.69
3 year	4.03	40.5	20.77	23.51
5 year	-10.64	38.77	9.62
7 year	-2.23	13.7	7.81
10 year	-4.3	16.33	7.64
12 year	-4.79	15.15	7.27
15 year	0.13	15.57	7.09

NIFTY SMALLCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
3 year	-1.7	25.54	10.91	23.51
5 year	3.97	21.55	13.4
7 year	6.06	10.24	8.5

NIFTY SMALLCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-16.41	73.22	33.33	29.69
3 year	9.95	47.76	27.04	23.51
5 year	-5.07	40.21	14.35
7 year	2.66	18.23	12.53
10 year	0.76	20.88	12
12 year	0.04	19.23	11.6
15 year	5.45	20.15	11.46

- Average return: 29.69% - Median return: 32.39% - Average standard deviation: 6.32

- Average return: 23.51% - Median return: 23.98% - Average standard deviation: 1.93

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,29,317	1,29,317	10.78
3 year	36,00,000	51,43,122	15,43,122	12.63

Index

Metrics

NIFTY SMALLCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	11.28	10.78
3 year	11.33	12.63

NIFTY SMALLCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	-82.78	10.78
3 year	6.19	12.63

NIFTY SMALLCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	9.33	10.78
3 year	13.41	12.63

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,29,317 - Absolute Returns: ₹1,29,317 - CAGR: 10.78%

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,43,122 - Absolute Returns: ₹15,43,122 - CAGR: 12.63%