InvestVerdict
UTI Small Cap Fund
Direct Plan · IDCW · Small Cap · Scheme code 148619
Fund houseUTI Mutual Fund
CategorySmall Cap
Plan & optionDirect · IDCW
History5.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 2.65 | 8.08 | 16.29 | 11.06 | 16.21 | 17.13 | — | — | 21.68 |
| Nifty Smallcap 250 benchmark |
2.98 | 9.05 | 16.58 | 11.75 | 16.72 | — | — | — | 19.67 |
| Small Cap category median |
— | — | — | 11.91 | 18.31 | 17.79 | — | 17.70 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 15.5% | 0.63 | 0.87 | 0.86 | -0.19% | -22.3% | 92.08 |
| Nifty Smallcap 250 benchmark |
17.6% | 0.58 | 0.78 | — | — | -26.2% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 46 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 230 | -7.4% | 14.4% | 62.0% | 11% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.