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EQUITY•FLEXI CAP FUND

UTI Flexi Cap Fund

3 Year return

11.94%
NAV on December 17, 2025
346.9053
1D Returns
-2%
Launched on January 2013(12 years)

Investment Details

₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
20.75%₹747
Total Value ₹4,347

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹25,575 Cr.
Expense Ratio
1.03% (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

Ratings

ARQ Rating
2

Ratings by other agencies

Value Research
4
Crisil
2
Morning Star
4

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

UTI Mutual Fund Manager

AT

Ajay Tyagi

Fund Manager since Jan 2016

KG

Kamal Gada

Fund Manager since Dec 2020

RG

Ravi Gupta

Fund Manager since Aug 2024

Fund House Details

UTI Mutual Fund

UTI Mutual Fund

Asset management company

AUM
₹3,79,175.93 Cr.
No. of Schemes
259
Setup Date
January 2003

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Flexi Cap Fund21.5784%
4.5
Quant Flexi Cap Fund16.0278%
0
Bank of India Flexi Cap Fund21.3425%
0

Schemes by UTI Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan Growth
16.7858%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Payout
16.7867%
UTI Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

UTI Aggressive Hybrid Fund Direct Plan IDCW Reinvestment
16.7867%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan Growth
7.6886%
UTI Mutual Fund logo

Hybrid . Arbitrage Fund

UTI Arbitrage Fund Direct Plan IDCW Payout
7.6885%

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
12.0602%
Expense Ratio
1.03%
Fund Manager
Ajay Tyagi
Fund Size
₹25575 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

NameUTI Mutual Fund
Launch DateJanuary 2003
AddressFirst Floor, Unit No. 2, Block ‘B’, JVPD Scheme, Gulmohar Cross Road No. 9, Andheri (West), Mumbai – 400049.
Contact1800 266 1230(+91) 022 6227 8000022 – 68990800
Emailservice@uti.co.in
Websitehttps://www.utimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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SIPs instill a habit of disciplined saving. By automating your investments, you ensure consistent contributions towards your financial goals. Plan your SIP investment strategy the SIP investment calculator. This tool helps you estimate returns and stay on track with your long-term investment plan.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of UTI Flexi Cap Fund on December 17, 2025, is ₹346.9053
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of UTI Flexi Cap Fund, is ₹25575 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of UTI Flexi Cap Fund is 1.03%
The UTI Flexi Cap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for UTI Flexi Cap Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,347 in 3Y at 11.942% returns
SIP Date1st of every month

Your next SIP Payment will be on 17 January 2026

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