UTI Small Cap Fund Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 22 December, 2020. The fund is managed by Ankit Agarwal. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.49% |
Benchmark | S&P BSE Smallcap TR INR |
AUM | ₹3532 Cr |
Inception Date | 22 December, 2020 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 9.39% |
Size breakup
UTI Small Cap Fund Direct Payout Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 6.12% | 6.12% |
6 Month Returns | 15.55% | 15.55% |
1 Year Returns | 44.11% | 44.11% |
3 Years Returns | 104.56% | 26.94% |
5 Years Returns | 0% | 0% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
UTI Small Cap Fund Direct Payout Inc Dist cum Cap Wdrl | -8.28 | 2.77 | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
UTI Small Cap Fund Direct Payout Inc Dist cum Cap Wdrl | 0.82 | 0.7 | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
UTI Small Cap Fund Direct Payout Inc Dist cum Cap Wdrl | 2.1 | 1.3 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
UTI Small Cap Fund Direct Payout Inc Dist cum Cap Wdrl | 13.51 | 13.7 | - |