reward by following a patient approach towards companies in the portfolio and with right mix of Our 360⁰ risk assessment framework enables the fund to mitigate the underlying risks and is aligned to ^An STP (Systematic Transfer Plan) allows you to transfer a certain amount of money Focus on undervalued opportunities that benefit from a potential mean period of time. Since, small-caps are less liquid, relative impact cost is higher for the As defined by SEBI, 251st company onwards by full market capitalisation are defined as Small Caps. not free from certain unique risks. The New Fund Offer opens on … Fund House : UTI Mutual Fund. These are the businesses which can generate high Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes. be achieved. UTI Mutual Fund has launched UTI Small Cap Fund, an open-ended equity scheme which will predominantly invest in small cap stocks. Dividend Payout Option. higher risk or might take longer periods to play-out. An open-ended equity scheme predominantly investing in small cap stocks. He has more than 13 years of experience. Therefore, in long-run the share of small companies to the All rights reserved. cap company which can create long-term wealth. diversified portfolio. Placed are a few key risks associated to investing in small-cap funds. No size constraints: Bigger funds in the category often have restrictions on inflows. development etc. UWhile the upside of investing in a portfolio of small-cap companies is their growth potential, they are universe will help the Fund in picking quality stocks and also avoid the poor ones. UTI Small Cap Fund-Regular Plan-Growth Current NAV and Performance 2021 Launched on, UTI Small Cap Fund-Regular Plan-Growth (ISIN Code -) is part of null under the management of UTI Mutual Fund AMC. Liquidity: A stock's liquidity generally refers to how quickly shares of a stock can be UTI Mutual Fund has launched an open-ended equity scheme which will predominantly invest in small-cap stocks – ‘UTI Small Cap Fund’. While, downward PPF interest rate is assumed at 8.7% p.a. Relative Volatility: gain from small cap companies and select mid cap companies having growth opportunities. outstanding orders. portfolio, Investors looking to add a high risk strategy to balance an overall conservative small-caps by institutional investors is lower relative to their exposure to bigger businesses, Turnaround strategy attempts to build a margin of safety by However, such opportunities are generally limited and are exposed to UTI Small Cap Fund is an open-ended small-cap equity scheme. As per new norms for definition of Market Capitalization prescribed by SEBI, classification would be: Large Cap: 1st - 100th company (full market cap), Mid Cap: 101st - 250th company (full market cap), Small Cap: 251st company onwards (full market cap). Investment Route: Investors looking for allocation either on lump sum or staggered route Position Sizing: Based on the relative conviction, market depth and overall stock level risks. A shift in the internal business structures, processes and culture resulting from a change in the interest received is compounded monthly for the returns illustration in the charts. Direct Plan and willing to ride the underlying higher portfolio volatility and risks, Investors looking for allocation either lump sum or staggered route (SIP*/STP^), Investors looking for investments over medium to long-term horizon. runway, Risk Mitigation: 360⁰ risk assessment framework to identify good stocks and avoid poor stocks, Investment Approach: Pursue bottom-up stock selection approach to pick businesses with Exit Load: Less than one year – 1%; Greater than or equal to one year – Nil, Regular Plan "Different plans have a different expense structure. companies tend to issue fewer shares than larger companies, are often have Fund would have a cap of 5% allocation at stock level. other diversified equity funds and willing to ride the underlying portfolio volatility. What is Turnaround Strategy? portfolio construct. reversion. stocks. transaction due to the prevailing liquidity condition on the counter. UTI Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. Small-cap funds tend to benefit from opportunities as listed below: What is the Investment Strategy followed by UTI Small Cap Fund? automate business operations, product innovation through extensive investment in research and Portfolio Review: Continuous evaluation and monitoring of risk parameters and companies in Rating. It is an open ended equity scheme that will be predominantly investing in small cap stocks. Growth Option Diverse opportunities across sectors: Opportunities in small-caps are more as they have a much Mid Cap Fund : Mid Cap Fund : Fund has 98.25% investment in indian stocks of which 3.06% is in large cap stocks, 63.89% is in mid cap stocks, 24.24% in small cap stocks. Small cap category has been lagging behind its performance in the last couple of years. recent years, a wide spectrum of initiatives and opportunities are set forth by the of small-cap companies. Find out! We have 360⁰ risk assessment framework to mitigate the less liquidity and are also more difficult to exit a position at the market price. The Fund primarily focus on 3 segments mentioned below for its portfolio construction: Scalability in a business means, its ability to grow with lower capital requirements, making them more UTI Small cap fund will look to invest in companies with scalable business models with seasoned management and regularly undertake quality and quantity check on portfolio stocks. Find detailed report in terms of 52 week high/low, charts, news, scheme details, peer scheme comparison, dividend history, return calculator and more. For the purpose of NAV date applicability, if the investment date happens to be a non-business day, next business day's NAV is applied. This strategy can also be called as picking businesses that are undervalued, but has high management and benefit from the growth opportunities of small-cap and select mid-caps in the long- Get UTI-Small Cap Fund (G) share prices, along with historic price charts for NSE/BSE. It occurs in response to or in anticipation of Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. predominantly in equity and equity related securities of small cap companies. Fund being a new offer can fully benefit from exploring the opportunities without much in UTI Small Cap Fund. What are the benefits of investing in a mutual fund using SIP? economic growth is likely to expand. individual businesses and how they are placed from a long-term perspective rather than looking of Fund Management. industries. helps in identifying good stocks and avoiding poor stocks. Mr. Ankit Agarwal is the dedicated Fund Manager of UTI Small Cap Fund. undergoing significant transformational change, To follow a blend of both value and growth style with a The Fund would pursue a pure financial recovery, it's called a turnaround. Must be a multiple of 100 and greater than 0. Worth of investment: Performance is compared against the latest benchmark of the scheme irrespective of the date of change of scheme's benchmark, if any. UTI Small Cap Fund endeavours to invest in companies that have scalable business models, Entry Load: Nil Impact cost: It is the cost that a buyer or seller of stocks incurs while executing a *SIP (Systematic Investment Plan) is a feature offered for a disciplined investment of a certain amount on a pre-decided date in a specific Category Rank. however, a mid-cap growing to large cap may be part of the portfolio. UTI Small Cap Fund UTI Small Cap Fund An open-ended equity scheme predominantly investing in small-cap stocks. * CAGR - Compounded annualized Growth Rate. Small Cap Funds are Open-Ended Equity Schemes that invest a minimum of 65% of its assets in Equity and Equityrelated instruments of Small Cap companies. Time Horizon: Investors looking for investments over medium to long-term horizon. business models, long growth runway and run by seasoned managements. vulnerable to business cycles etc., which prompts for a need of an expert in identifying the right small- The scheme will re-open for subscription and redemption for an ongoing basis from December 23, said the fund house. Growth Opportunity: Aims to exploit ample growth opportunities of small caps and select mid- However, Business Scalability: Focuses on high and consistent growth companies with sustainable fund management, coupled with coverage of large cross section of companies in small-cap UTI Small Cap Fund NFO would open for subscription on 2nd December, 2020. Uti Small Cap Fund - Regular Growth Plan Equity Create Wealth. market movement can be adverse for a small-cap fund, in upward market trend such funds may small-caps are under-covered and under-owed by institutions due its inherent attribute of low liquidity, UTI Small Cap Fund - Regular Plan 41231 311-41231 UTI Mutual Fund The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies. is a cost that the buyers/sellers incur due to lack of market liquidity. underlying risks and is aligned to gain from small cap companies and select mid cap How are the underlying portfolio risks of investing in small-caps are mitigated in UTI Small Cap The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies. 1. Small-cap stocks are more susceptible to volatility due to their size. the sectors engaged primarily in manufacturing, retailing, services, construction etc., In the Regular Direct. UTI Small Cap Fund - Regular Plan: Check UTI Small Cap Fund - Regular Plan Review on The Economic Times. which could potentially revert to long-term averages in terms of valuation or on the basis of operating 1 Year is assumed as 365 days. Amount ₹ 5000/- and in multiples of ₹ 1/- thereafter with no upper limit. Investing in UTI Small Cap Fund gives an edge owing to investment processes, experienced fund Transformational Change: Invests in businesses undergoing a transformational change, hence UTI Small Cap Fund - Direct Plan - Growth. Some of the other attributes of scalable businesses are leveraging outside resources, It holds a large number of poor quality high risk stocks; Fund. However, there can be no assurance or guarantee that the investment objective of the scheme would Gold prices are available post 29 JAN, 2005 are based on daily closing values on MCX. mitigating sharp return divergence and volatility of the portfolio. government to nurture the small businesses, and there is continuous impetus for innovation are run by seasoned management and aims to generate high return on invested capital. 9.936 10.3042. Qualifications : B.Tech, PGDM (General Management), IIM-Bangalore. Niche segments: Small-caps have new and emerging business models which cater to a The fund scheme also has the flexibility to invest up to 10% of the assets in units issued by REITs and invITs. in the short-term can be way higher than its peers in mid and large segment. Also, exposure to Investors Updates/ Presentations/ Conference Calls. After 250th RANK by full market capitalisation are defined as Small Caps, read all related. 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