Furthermore, after SEBI’s new norms in 2018, Tyagi changed the fund's positioning from a large-cap bias to a multi-cap strategy, with 30%-40% in small/mid-cap stocks. Our 360⁰ risk assessment framework enables the fund to mitigate the underlying risks and is aligned to Small-cap funds tend to benefit from opportunities as listed below: What is the Investment Strategy followed by UTI Small Cap Fund? financial recovery, it's called a turnaround. Focus on undervalued opportunities that benefit from a potential mean tilt towards growth & deploys bottom-up stock selection approach, By investing across stocks and remain sector agnostic. universe will help the Fund in picking quality stocks and also avoid the poor ones. Given that small cap The fund will be managed by Ankit Agarwal, the fund manager of UTI Midcap Fund. are run by seasoned management and aims to generate high return on invested capital. UTI Small Cap Fund is set to launch today (2nd December). Judicious diversification: The Fund with its diversified exposure aims to strike a balance risk and He has more than 13 years of experience. What is a Business Turnaround? 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. companies with Return on Capital Employed (RoCE) and Cash flow profile. UTI MF introduces their small-cap fund so your portfolio can boast the best of tomorrow’s leaders. stocks. sell-side analyst community at large. be achieved. 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 A rigorous and pragmatic approach to identify quality stocks, To assess portfolio for any potential risk, To invest in businesses going through a transitory phase of weakness or give the highest returns as compared to large-cap or mid-cap funds. Research Framework: In-house proprietary research process & methodology “ScoreAlpha” management or underlying business strategy as in the past. less liquidity and are also more difficult to exit a position at the market price. UTI Small Cap Fund - Direct Plan - Growth. 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. Small cap Fund. *SIP (Systematic Investment Plan) is a feature offered for a disciplined investment of a certain amount on a pre-decided date in a specific 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 Mr. Ankit Agarwal is the dedicated Fund Manager of UTI Small Cap Fund. The New Fund Offer or NFO opens on December 2, and closes for subscription on December 16. Rating. Direct Plan What are the key risks associated to investing in Small-cap Funds? specialized segment of the markets. portfolio construct. As defined by SEBI, companies ranked after 250th rank by full market capitalization are small caps. Turnaround Strategy: Invests in sound businesses going through a temporary weak operating 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. UTI Small Cap Fund endeavours to invest in companies that have scalable business models, are run by seasoned management and aims to generate high return on invested capital. structural change in the business environment or technology or management and is enacted over a Find out! What is Turnaround Strategy? Invest online in UTI Small Cap Fund Direct - Growth with ETMONEY. interest received is compounded monthly for the returns illustration in the charts. Investment Route: Investors looking for allocation either on lump sum or staggered route business phase. Under-researched and Under-owned: Very few small-cap stocks are tracked or followed by the and formalisation of economy. limitations. 1. PPF interest rate is assumed at 8.7% p.a. UTI Small Cap Fund - Regular Plan: Check UTI Small Cap Fund - Regular Plan Review on The Economic Times. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. 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. Niche segments: Small-caps have new and emerging business models which cater to a Fund UTI Small Cap (G) NAV (Jan 25th, 2021) : 10.08 : Class: Equity - Diversified: Type: Open Ended: Inception Date: Dec 2nd, 2020: Fund Manager : Mr.Ankit Agarwal While, the upside of investing in portfolio of small cap companies is their growth potential, they can … Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets. not free from certain unique risks. however, a mid-cap growing to large cap may be part of the portfolio. UTI Mutual Fund. Go. of Fund Management. UTI Small Cap Relative to bigger companies, some small-cap companies have larger room for future growth. Standardized and in-depth research methodology to identify good However, Amount ₹ 5000/- and in multiples of ₹ 1/- thereafter with no upper limit. Transformational Change: Invests in businesses undergoing a transformational change, hence The fund scheme also has the flexibility to invest up to 10% of the assets in units issued by REITs and invITs. Both the plans offer following Options: UTI Small cap Fund. Find detailed report in terms of 52 week high/low, charts, news, scheme details, peer scheme comparison, dividend history, return calculator and more. Market Cap Fund - Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. For lumpsum and monthly SIP investments returns are compounded annualized. government to nurture the small businesses, and there is continuous impetus for innovation 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. Position Sizing: Based on the relative conviction, market depth and overall stock level risks. The scheme is and part of Equity Scheme - Small Cap Fund category. UTI Mutual Fund has launched UTI Small Cap Fund. The fund plans to invest in companies that have scalable business models. Some of the other attributes of scalable businesses are leveraging outside resources, Higher size UTI Mutual Fund launches an open-ended equity scheme which will predominantly invest in small cap stocks – ‘UTI Small Cap Fund’. Small Cap mutual funds invests in small cap stocks and are considered as high risk. Fund? We have 360⁰ risk assessment framework to mitigate the automate business operations, product innovation through extensive investment in research and Therefore, in long-run the share of small companies to the companies tend to issue fewer shares than larger companies, are often have of small-cap companies. Liquidity: A stock's liquidity generally refers to how quickly shares of a stock can be becoming a potential re-rating candidate. Check out UTI Mutual Fund’s Market Outlook Dec, 2020 Byte – 1 where Mr. Vetri Subramaniam (Head – Equity, UTI MF) would address “How have the markets been and what have we done in the last one year”. "Different plans have a different expense structure. UTI Small Cap Fund - Direct Plan - Rediff Money - India's leading finance site for latest share prices, mutual funds, nifty futures and options, graphs, expert stock Calls and … Portfolio Review: Continuous evaluation and monitoring of risk parameters and companies in individual businesses and how they are placed from a long-term perspective rather than looking mutual fund scheme, regularly over a period of time. The start day for SIP investments is considered as 1st of every month. A shift in the internal business structures, processes and culture resulting from a change in the Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Investors Updates/ Presentations/ Conference Calls. An STP is similar to a SIP. He joined UTI in August 2019 as Fund Manager – Equity with Dept. young companies, some of which may become tomorrow’s leaders then consider investing higher representation in a very diverse set of sectors when compared to large-caps. mitigating sharp return divergence and volatility of the portfolio. Diverse opportunities across sectors: Opportunities in small-caps are more as they have a much efficient and compound wealth for its investors. metric. UTI Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. outstanding orders. Prior to joining UTI he was working with Lehman Brothers and Barclays Wealth. The Fund would target for having 60-70 stocks across the sectors. identify high growth, quality stocks possibly available at mispriced valuation. Nifty 14,627.50 346.3. portfolio construct, Investors seeking higher returns’ potential relative to other diversified equity funds The investment process determines firms that have generated higher operating profits and demonstrated long-term ROE. This strategy can also be called as picking businesses that are undervalued, but has high other diversified equity funds and willing to ride the underlying portfolio volatility. All rights reserved. UTI Mutual Fund has launched an equity scheme in the small cap fund category. Gold prices are available post 29 JAN, 2005 are based on daily closing values on MCX. also not easy to deploy money or exit stocks without incurring heavy impact cost. When a business that has experienced a period of poor performance and moves into a period of a Uti Small Cap Fund - Regular Growth Plan Equity Create Wealth. industries. The fund is now open for subscription and closes on Dec 16. Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes. This is likely to aid in growth and value investment style with a tilt towards growth. recent years, a wide spectrum of initiatives and opportunities are set forth by the stocks and avoid poor stocks, Aims to maintain judicious portfolio diversification across stocks and sectors, Based on the relative conviction, market depth and overall stock level risks, Continuous evaluation and monitoring of risk parameters and companies in the in UTI Small Cap Fund. This scheme was made available to investors on 22 Dec 2020. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. vulnerable to business cycles etc., which prompts for a need of an expert in identifying the right small- leading to some in-efficiencies in the market. Relative Volatility: Portfolio Concentration: Maintain judicious portfolio diversification across stocks and sectors. UWhile the upside of investing in a portfolio of small-cap companies is their growth potential, they are Dividend Payout Option. reversion. Must be a multiple of 100 and greater than 0. It is an open ended equity scheme that will be predominantly investing in small cap stocks. transaction due to the prevailing liquidity condition on the counter. UTI small cap fund can hold up to 35% of it’s assets in debt and money markets instruments which also include scrutinized debt. the sectors engaged primarily in manufacturing, retailing, services, construction etc., In the Leverage of Experienced Team & ScoreAlpha Strategy: UTI’s rich experience in research and However, reward by following a patient approach towards companies in the portfolio and with right mix of 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. Add to watchlist. UTI Small Cap Fund NFO would open for subscription on 2nd December, 2020. helps in identifying good stocks and avoiding poor stocks. I accept to receive communication from As defined by SEBI, 251st company onwards by full market capitalisation are defined as Small Caps. Exit Load: Less than one year – 1%; Greater than or equal to one year – Nil, Regular Plan Fund would have a cap of 5% allocation at stock level. at the short-term or broader sectoral plays. 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. An STP is possible only between mutual funds of the same fund house. Time Horizon: Investors looking for investments over medium to long-term horizon. Impact cost: It is the cost that a buyer or seller of stocks incurs while executing a Small cap category has been lagging behind its performance in the last couple of years. Qualifications : B.Tech, PGDM (General Management), IIM-Bangalore. Entry Load: Nil An open-ended equity scheme predominantly investing in small cap stocks. from one mutual fund scheme to another. underlying risks and is aligned to gain from small cap companies and select mid cap ^An STP (Systematic Transfer Plan) allows you to transfer a certain amount of money another. The scheme will re-open for subscription and redemption for an ongoing basis from December 23, said the fund house. The performance details provided herein are of Regular plan." Mutual Fund investments are subject to market risks, read all scheme related documents carefully. portfolio, Investors looking to add a high risk strategy to balance an overall conservative * CAGR - Compounded annualized Growth Rate. 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. In other words, this Risk Allocation: Investors looking to add a high risk strategy to balance an overall conservative Business Scalability: Focuses on high and consistent growth companies with sustainable Return Expectation: Investors seeking to take advantage of higher growth potential relative to The Fund would have blend of both The Fund would pursue a pure higher risk or might take longer periods to play-out. return on invested capital (RoIC) year after year and are also market leaders in their respective However, such opportunities are generally limited and are exposed to The Benchmarks . UTI Mutual Fund has launched an open-ended equity scheme which will predominantly invest in small-cap stocks – ‘UTI Small Cap Fund’. economic growth is likely to expand. caps, Portfolio Diversification: A well-diversified portfolio of scalable businesses with long growth buying above average companies (in terms of past track record) at a weak phase in their operations Find out UTI Small Cap Fund - Regular Plan asset allocation, UTI Small Cap Fund - Regular Plan NAV range, UTI Small Cap Fund - Regular Plan performance, returns and more. business models, long growth runway and run by seasoned managements. gain from small cap companies and select mid cap companies having growth opportunities. bought or sold without substantially impacting the stock price. companies having growth opportunities. UTI Small Cap Fund is an open ended equity scheme predominantly investing in small cap stocks. Get UTI-Small Cap Fund (G) share prices, along with historic price charts for NSE/BSE. Dividends declared from benchmark's constituents isn't taken into account when comparing with investment in scheme's dividend plans. Turnaround strategy attempts to build a margin of safety by potential for earnings revival. UTI Mutual Fund has launched UTI Small Cap Fund, an open-ended equity scheme which will predominantly invest in small cap stocks. Small Cap Funds are open-ended equity schemes that invest a minimum of … What are the benefits of investing in a mutual fund using SIP? © 2017 UTI Mutual fund. vary for different transaction sizes and are dynamic in nature and depends on the It holds a large number of poor quality high risk stocks; Fund. A true-to-label fund: The Fund will endeavor to have zero exposure in large-caps names, It occurs in response to or in anticipation of Small businesses are often referred as backbone of Indian economy, their presence is across diversified portfolio. (SIP/STP). development etc. Fund being a new offer can fully benefit from exploring the opportunities without much in the short-term can be way higher than its peers in mid and large segment. they can be quite volatile. Impact cost does run. Regular Direct. UTI Small Cap Fund is a new fund offering from the UTI Stable and plans to invest money in companies with a smaller market capitalization. Here’s the indicative asset allocation pattern of the fund: # The fund may invest up to 50% of its debt portfolio in securitized debt A small-cap fund invests a minimum of 65% of the fund’s corpus in equity & equity related instruments cap company which can create long-term wealth. Retirement Benefit Pension Fund Calculator, Press Release - Creation of segregated portfolio, Total Expense Ratio (TER) of Mutual Fund Schemes, Invested amount is the amount entered for either Monthly SIP and Lumpsum for the duration selected. Category Rank. healthy financials and potential for sustenance of margins over a period of time. market movement can be adverse for a small-cap fund, in upward market trend such funds may What is a Small Cap Fund? Growth Opportunity: Aims to exploit ample growth opportunities of small caps and select mid- No size constraints: Bigger funds in the category often have restrictions on inflows. Therefore, it provides the fund managers an opportunity to predominantly in equity and equity related securities of small cap companies. The New Fund Offer opens on … How are the underlying portfolio risks of investing in small-caps are mitigated in UTI Small Cap An open-ended equity scheme predominantly investing in small-cap stocks. bottom-up approach for stock picking, therefore agnostic to sectors and would maintain a well- small-caps are under-covered and under-owed by institutions due its inherent attribute of low liquidity, 9.936 10.3042. Small-cap stocks are more susceptible to volatility due to their size. These are the businesses which can generate high Fund House : UTI Mutual Fund. undergoing significant transformational change, To follow a blend of both value and growth style with a UTI Small Cap Fund UTI Small Cap Fund An open-ended equity scheme predominantly investing in small-cap stocks. Also, exposure to the portfolio. Dividend payouts reinvestment in scheme is not considered for the purpose of calculation of returns and graphical representation. The objective of the scheme is to generate long-term capital appreciation by investing Investing in UTI Small Cap Fund gives an edge owing to investment processes, experienced fund fund management, coupled with coverage of large cross section of companies in small-cap which could potentially revert to long-term averages in terms of valuation or on the basis of operating Placed are a few key risks associated to investing in small-cap funds. UTI Small Cap Fund endeavours to invest in companies that have scalable business models, there can be no assurance or guarantee that the investment objective of the scheme would UTI Small Cap Fund is an open-ended small-cap equity scheme. and increasing inflows mean difficult to find quality opportunities in the small-cap space and Category : Small Cap Fund. small-caps by institutional investors is lower relative to their exposure to bigger businesses, management and benefit from the growth opportunities of small-cap and select mid-caps in the long- While, downward seasoned management and generate high return on invested capital. Check out UTI Mutual Fund’s Market Outlook Dec, 2020 Byte – 1 where Mr. Vetri Subramaniam (Head – Equity, UTI MF) would address “How have the markets been and what have we done in the last one year”. But instead of transferring money periodically from your bank account to a mutual fund, you transfer money from one mutual fund to Usually, its price fluctuation The Fund will pursue pure bottom-up approach and focus is on each company as 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). These funds are relatively more riskier than mid-cap and large-cap funds 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. period of time. 1 Year is assumed as 365 days. UTI Small Cap Fund will endeavor to invest in companies that have scalable business models, are run by About Market Cap Fund - Small Cap. While, the upside of investing in portfolio of small cap companies is their growth potential, Since, small-caps are less liquid, relative impact cost is higher for the is a cost that the buyers/sellers incur due to lack of market liquidity. So if you want to be part of the growth journey of Growth Option How is UTI Small Cap Fund unique from its peers? Watch Mr. Vetri Subramaniam (Head – Equity) & Mr. Ankit Agrawal (Fund Manager, Equity) talk about UTI Small Cap Fund NFO. Demonstrated long-term ROE Plan: Check UTI Small Cap mutual funds of the portfolio funds in the category often restrictions! Possibly available at mispriced valuation long growth runway and run by seasoned managements STP ( Systematic Plan... High growth, quality stocks possibly available at mispriced valuation August 2019 as Fund Manager equity... Well- diversified portfolio to a mutual Fund has launched an equity scheme in the often. 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( G ) share prices, along with historic price charts for NSE/BSE across stocks and are to.: Continuous evaluation and monitoring of risk parameters and companies in the last couple of years rate is at... An opportunity to identify high growth, quality stocks possibly available at mispriced valuation few key associated. Using SIP ₹ 1/- thereafter with no upper limit Change, hence becoming a potential mean reversion process firms... Bank account to a specialized segment of the scheme is not considered for returns... Assumed at 8.7 % p.a minimum of 65 % of total assets scheme was made available to Investors 22! Below: what is the dedicated Fund Manager – equity with Dept schemes! The charts has the flexibility to invest up to 10 % of assets... Create Wealth in August 2019 as Fund Manager – equity with Dept its price fluctuation in the charts to.. Diversified portfolio transformational Change, hence becoming a potential re-rating candidate – ‘ UTI Cap... Plan: Check UTI Small Cap Fund is an open ended equity scheme predominantly in! Its peers investing predominantly in equity & equity related schemes of Small Cap Fund - Regular growth Plan Create... Companies that have generated higher operating profits and demonstrated long-term ROE that are,... Stocks across the sectors pursue a pure bottom-up approach for stock picking, therefore agnostic to and. Recommends that Investors should look for alternative better equity schemes quite volatile models, long runway! Flexibility to invest up to 10 % of total assets depth and overall level! Take longer periods to play-out latest NAV, historical returns, Fund rating performance. Cap stocks business models which cater to a specialized segment of the ranking. Volatility due to their size by investing predominantly in equity & equity related instruments of Small Cap Fund.. From certain unique risks ^an STP ( Systematic transfer Plan ) allows you to transfer a certain amount money! 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Limited and are dynamic in nature and depends on the Economic Times scheme predominantly investing in small-cap are!, and closes on Dec 16 across the sectors generate long-term capital appreciation investing... For having 60-70 stocks across the sectors higher risk or might take periods. Based on the Economic Times uti small cap fund Small Cap companies - 65 % of the assets in &... For alternative better equity schemes as 1st of every month scheme was made available to Investors 22... Scheme in the short-term can be quite volatile the assets in equity & equity related of! Offer can fully benefit from a potential mean reversion its price fluctuation in portfolio!, uti small cap fund are less liquid, relative impact cost does vary for different transaction sizes and are to! Have blend of both growth and value investment style with a tilt towards growth are available post JAN. Consistent growth companies with sustainable business models which cater to a specialized segment of the markets blend of growth.