HomeMutual FundsUTI Flexi Cap Fund Regular Plan Growth

Overview (as on 26 Feb 2021)

NAV

₹206.4906

1y returns

31.141%

Fund AUM

₹14,606 Cr

Expense Ratio

1.83%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
UTI Flexi Cap Fund Regular Plan Growth
₹0
-Infinity% projected returns
HDFC Flexi Cap Fund Growth
₹0
-Infinity% projected returns
Motilal Oswal Flexicap Fund - Regular Plan - Growth
₹0
-Infinity% projected returns
SBI Flexicap Fund Regular Growth
₹0
-Infinity% projected returns
Aditya Birla Sun Life Flexi Cap Fund Growth
₹0
-Infinity% projected returns
Kotak Flexicap Fund Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (98.02%)
Debt & Cash (1.98%)
Sector Allocation
Financial Services
25.62%
Consumer
17.38%
Tech
15.57%
Health
14.01%
Industrials
8.64%
Communication
6.48%
Basic Materials
6.47%
Defensive
5.83%
Size Breakup
Large Cap
62.48%
Mid Cap
35.27%
Small Cap
2.24%

Key Metrics

Beta 

0.95

Std deviation 

19.28%

Sharpe Ratio 

0.55

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in a flexible manner across the market capitalization spectrum. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved."
Scheme Name
UTI Flexi Cap Fund Regular Plan Growth
Scheme Document
Click Here
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
18 May, 1992
Fund Manager
Ajay Tyagi
Fund House Details
Fund House
UTI Asset Management Co Ltd
Email
NA
Phone
+912266786503;66786578
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051

Peer Funds

Kotak Flexicap Fund Growth  

EquityMulti-CapRegularModerately High risk

1 yr returns

20.13%

AUM

₹32,453 Cr

Expense Ratio

1.62%

HDFC Flexi Cap Fund Growth  

EquityMulti-CapRegularModerately High risk

1 yr returns

27.44%

AUM

₹21,241 Cr

Expense Ratio

1.73%

Motilal Oswal Flexicap Fund - Regular Plan - Growth  

EquityMulti-CapRegularModerately High risk

1 yr returns

15.55%

AUM

₹11,369 Cr

Expense Ratio

1.74%

Aditya Birla Sun Life Flexi Cap Fund Growth  

EquityMulti-CapRegularModerately High risk

1 yr returns

20.80%

AUM

₹12,131 Cr

Expense Ratio

1.76%

SBI Flexicap Fund Regular Growth  

EquityMulti-CapRegularModerately High risk

1 yr returns

22.71%

AUM

₹10,425 Cr

Expense Ratio

2.06%

UTI Flexi Cap Fund Regular Plan Growth

NAV

₹206.4906

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Ajay Tyagi
Ajay Tyagi

leader

Work Experience
"null"
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