37
Small CapAvoid
UTI Small Cap
UTI · Direct–Growth · rank #22 of 36 by Smart Score
Data updated
Trailing returns
1 Year
4.7%
-0.1% vs index
3 Years
14.1%
-0.5% vs index
5 Years
15.4%
+0.7% vs index
Since launch
21.1%
Year-by-year performance
2021
+58.5%-2.7% vs index
2022
+1.2%+4.6% vs index
2023
+37.3%-11.0% vs index
2024
+28.4%+2.0% vs index
2025
-4.2%+1.4% vs index
2026
+9.4%-0.4% vs index
Why this score
UTI Small Cap scores 37/100 — #22 of 36 Small Cap fund (Avoid). The main drag is its 3y return (better than only 31% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return14.06% · 31st percentile in category
5Y return15.41% · 33rd percentile in category
Sharpe ratio0.45 · 34th percentile in category
1Y return4.73% · 15th percentile in category
Alpha-1.36 · 32nd percentile in category
Sortino ratio0.61 · 34th percentile in category
Top holdings
1.Navin Fluorine International Ltd2.52%
2.Karur Vysya Bank Ltd2.48%
3.Ami Organics Ltd2.33%
4.Ujjivan Small Finance Bank Ltd2.21%
5.TD Power Systems Ltd1.86%
109 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.