NRI from all over the world (including U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

UTI Small Cap Fund Growth for NRI [24.06]

Min Investment

5,000

Fund Size

3,773.05 Cr

Expense Ratio

1.9%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

24.06

0.07%

NAV as on 22 Jun 24, 12:00 AM

very high risk

small cap

equity

NAV as on 22 Jun 24, 12:00 AM

very high risk

small cap

equity

37.79%p.a.

Last 1Y

23.65%p.a.

Last 3Y

0.00%p.a.

Last 5Y

25.50%p.a.

Since Inception

About UTI Small Cap Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the UTI Small Cap Fund Growth scheme from UTI Asset Management Co Ltd. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Dec 2020, UTI Small Cap Fund Growth is Small-Cap fund of its category with 3,773.05 Cr fund under management as on Jun 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.

  • UTI Small Cap Fund Growth delivered 37.8% annual returns during the last year. It has delivered 25.5% average annual returns since the fund was launched.
  • UTI Small Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved

Top 10 Holdings

Techno Electric & Engineering Co Ltd

3.29%

Brigade Enterprises Ltd

2.47%

Carborundum Universal Ltd

2.35%

Multi Commodity Exchange of India Ltd

2.13%

KPIT Technologies Ltd

1.92%

Computer Age Management Services Ltd Ordinary Shares

1.88%

Karur Vysya Bank Ltd

1.86%

Raymond Ltd

1.84%

Blue Star Ltd

1.82%

Equitas Small Finance Bank Ltd Ordinary Shares

1.60%

Fund Managers

  1. Ankit Agarwal (Dec 2020 - Present)

Key Information

View Scheme Document

UTI Small Cap Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on UTI Small Cap Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in UTI Small Cap Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in UTI Small Cap Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions