Overview (as on 02 Aug 2021)

NAV

₹252.9027

1y returns

66.175%

Fund AUM

₹19,579 Cr

Expense Ratio

1.19%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

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Monthly SIP
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For Time Period
5 years
Total investment
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Pre-Tax
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Asset Allocation

Sector Allocation
Financial Services
24.92%
Consumer
16.58%
Health
16.42%
Tech
14.38%
Industrials
8.94%
Basic Materials
6.67%
Defensive
6.38%
Communication
5.71%
Size Breakup
Large Cap
70.50%
Mid Cap
26.95%
Small Cap
2.56%

Key Metrics

Beta 

0.94

Std deviation 

18.62%

Sharpe Ratio 

0.68

Holdings

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 - Growth Option - Direct
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Ajay Tyagi
Fund House Details
Fund House
UTI Asset Management Co Ltd
Email
service@uti.co.in
Phone
+912266786503;66786578
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051

Other Related Plans

Peer Funds

UTI Flexi Cap Fund - Growth Option - Direct

NAV

₹252.9027

INDmoney Analysis

    success

    Fund is in Top 20 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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