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UF

UTI SMALL CAP FUND

Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹938 Cr
Today
₹13.6 Cr -1.43%
Companies
8
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%+8.0%-4.4%JunSeptDecMarJun
This portfolio +8.0% NIFTY 50 -4.4%ahead of NIFTY by 12.4 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Healthcare56.7%
Media, Entertainment & Publication19.0%
Financial Services5.3%
Services5.1%
Textiles3.9%
Fast Moving Consumer Goods3.8%
Consumer Durables3.3%
Portfolio X-ray
Top-5 weight
90%
Wtd P/E
66.5
Wtd ROE
27.3%
Holdings
8
By market cap
Large 57% Mid 19% Small 24%
Bought / added last quarter
Sold / trimmed last quarter
Holdings · 8
CompanyStakeValueTodayQ/QP/EROE
Aster DM Healthcare Ltd
ASTERDM · Healthcare
1.31%₹532 Cr-3.47%▲ +0.03pp95.411%
Tips Music Ltd
TIPSMUSIC · Media, Entertainment & Publication
2.18%₹178.4 Cr-0.02%▲ +0.02pp37.892%
Seshaasai Technologies Ltd
STYL · Financial Services
1.07%₹49.8 Cr+2.56%19.317%
Awfis Space Solutions Ltd
AWFIS · Services
2.23%₹48.3 Cr+0.07%▲ +0.10pp30.614%
Kewal Kiran Clothing Ltd
KKCL · Textiles
1.28%₹36.5 Cr+6.24%▼ -0.15pp18.717%
HERITAGE FOODS
HERITGFOOD · Fast Moving Consumer Goods
1.19%₹35.3 Cr+0.39%19.914%
La Opala RG Ltd
LAOPALA · Consumer Durables
1.57%₹31.2 Cr+1.88%▼ -0.20pp21.511%
Ivalue Infosolutions Ltd
IVALUE · Information Technology
1.98%₹26.8 Cr+5.47%13.717%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
Aster DM Healthcare Ltd1.311.281.291.04
Tips Music Ltd2.182.162.222.20
Seshaasai Technologies Ltd1.071.07··
Awfis Space Solutions Ltd2.232.131.761.76
Kewal Kiran Clothing Ltd1.281.431.431.43
HERITAGE FOODS1.191.191.191.19
La Opala RG Ltd1.571.771.872.39
Ivalue Infosolutions Ltd1.981.991.56·

Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.