NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹27.29
-0.27%
NAV as on 18 Dec 24, 12:00 AM
very high risk
small cap
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
small cap
equity
29.71%p.a.
Last 1Y
21.42%p.a.
Last 3Y
0.00%p.a.
Last 5Y
28.12%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 4,650.65 Cr fund under management as on Dec 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 29.7% annual returns during the last year. It has delivered 28.1% 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
Multi Commodity Exchange of India Ltd
2.80%
Coforge Ltd
1.95%
Computer Age Management Services Ltd Ordinary Shares
1.95%
Brigade Enterprises Ltd
1.94%
Karur Vysya Bank Ltd
1.86%
Techno Electric & Engineering Co Ltd
1.84%
Caplin Point Laboratories Ltd
1.83%
Marksans Pharma Ltd
1.79%
Carborundum Universal Ltd
1.77%
Blue Star Ltd
1.68%
Fund Managers
- Ankit Agarwal (Dec 2020 - Present)
- Nitin Jain (Oct 2024 - Present)
Key Information
View Scheme Document
UTI Small Cap Fund Growth SIP Calculator
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For a period of
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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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
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3Y Return
Nippon India Small Cap Fund - Growth
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29.3%
HDFC Small Cap Fund Growth
very high risk | equity
24.8%
SBI Small Cap Fund Plan Growth
very high risk | equity
21.1%
Frequently Asked Questions
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