TickerKhojUTI Mutual Fund · Equity · Small Cap · Regular plan
UTI Small Cap Fund - Regular Plan - Growth
₹25.3556NAV on 30 Oct 2026Expense ratio 2.02%
29 Oct 2025NAV low 21.82 · high 27.98-4.0%
In plain words
Over 3 years it returned +10.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -22.5%.
On 3-year return it ranks 16 of 24 funds in Small Cap.
A monthly SIP over 5 years ended ₹28,334 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -4.8% | +1.9% |
| 3 months | -6.2% | -5.1% |
| 6 months | -0.9% | -3.2% |
| 1 year | -4.1% | -10.2% |
| 3 years (yearly) | +10.8% | +7.4% |
| 5 years (yearly) | +11.7% | +6.5% |
| Since start (yearly) | +17.3% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,780 | -1.7% |
| 3 years | ₹3,60,000 | ₹3,80,671 | +3.5% |
| 5 years | ₹5,90,000 | ₹7,53,973 | +9.6% |
Other plan of this fund: UTI Small Cap Fund - Direct Plan - Growth