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My Portfolio:
  • 0.00 0

UTI-Small Cap Fund (IDCW) Equity - Diversified

Plan: OPEN | Option: Dividend | Ankit Agarwal

11 Jul 25 | 12:00 AM

26.46 -0.16 (-0.59%)

  • Outperforms

    5.71%

    Return (1Y)

    beaten Nifty Smallcap 250 TRI by 5.40%

  • Less Volatile

    1.22%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.55%

  • Consistent

    8/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9UTI-Small Cap Fund (IDCW)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year UTI-Small Cap Fund (IDCW), has beaten Nifty Smallcap 250 TRI by 5.40% (CAGR difference)

5.71%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.90.00.51.01.52.02.53.03.54.04.55.05.56.0
JavaScript chart by amCharts 3.20.9UTI-Small Cap Fund (IDCW) Nifty Smallcap 250 TRI

Risk

In last 1 year , the volatility of UTI-Small Cap Fund (IDCW) is Lower than Nifty Smallcap 250 TRI by -0.55%

1.22%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.201.251.301.351.401.451.501.551.601.651.701.751.80
JavaScript chart by amCharts 3.20.9UTI-Small Cap Fund (IDCW) Nifty Smallcap 250 TRI

Peer Comparison on Risk - Return

Consistency

For 8 out of Last 12 Months, i.e 66.67% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-20-1001020
JavaScript chart by amCharts 3.20.9UTI-Small Cap Fund (IDCW) Nifty Smallcap 250 TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-4-2024
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 38 Stocks beating the benchmark 48 Stocks not beating the benchmark

View Stock Composition