3 Year return
5.56%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹27706.23 Cr.
Expense Ratio
1.02% (inclusive of GST)
Exit Load
Redemption / switch out within 12 months from the date of allotment - (i) upto 10% of the alloted units - Nil (ii) beyond 10% of the alloted units - 1.00% Redemption / swith out after 12 months from the date of allotment - Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
UTI Mutual Fund Managers
AT
Ajay Tyagi
Fund Manager since Jan 2016
Fund House Details
UTI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
JM Flexicap Fund |
25.82% |
2.5 |
Quant Flexi Cap Fund |
20.89% |
0 |
Parag Parikh Flexi Cap Fund |
17.5% |
3.5 |
Schemes by UTI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
UTI Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
UTI Arbitrage Fund Direct Plan Growth
About UTI Flexi Cap Fund Growth Direct
UTI Flexi Cap Fund, formerly known as UTI Equity Fund, is a mutual fund that invests across equities of varying market capitalisations and sectors. This fund is a multi-cap fund with a diverse portfolio consisting of high-quality businesses that have the potential to demonstrate strong growth over a long period. The businesses are typically managed by seasoned professionals and are identified as "Quality" companies. These companies tend to perform across market cycles, mitigate downturns, and rebound quickly due to strong balance sheets and business models.
Investment Objective of the Scheme
The primary objective of the fund is to achieve long-term capital appreciation. It accomplishes this by investing in a mix of large-cap, mid-cap, and small-cap stocks, providing diversification and the potential for higher returns through a well-structured portfolio of quality stocks. The scheme offers a diversified portfolio approach that can adapt to various market conditions, adding an extra layer of security to your investment.
Key Features of The Fund
5-year return | 17.37% |
Expense Ratio | 1.02% |
Fund Manager | Ajay Tyagi |
Fund Size | ₹27706.23 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
UTI Flexi Cap Fund is ideal for investors seeking to build their core equity portfolio with investments in quality businesses that have the potential to generate economic value over an extended period. It's also beneficial for those looking for a disciplined approach to portfolio construction via a bottom-up investment process. The fund is ideal for investors with a long-term investment horizon, preferably 5 years or more.
AMC Contact Details
Name | UTI Mutual Fund |
Launch Date | January 2003 |
Addresss | First Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049. |
Contact | 1800 266 1230 (+91) 022 6227 8000 022 – 68990800 |
service@uti.co.in | |
Website | https://www.utimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Build Investment Discipline with SIPs
FAQs
What is today's NAV of UTI Flexi Cap Fund?
What is the AUM of UTI Flexi Cap Fund?
What is the expense ratio of UTI Flexi Cap Fund?
What are the returns of UTI Flexi Cap Fund since inception?
What is the minimum SIP amount to invest in UTI Flexi Cap Fund?
How do I invest in UTI Flexi Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in UTI Flexi Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in UTI Flexi Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in UTI Flexi Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.