Overview (as on 14 May 2021)

NAV

₹146.956

1y returns

70.161%

Fund AUM

₹17,096 Cr

Expense Ratio

2.04%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax

Asset Allocation

Sector Allocation
Financial Services
25.77%
Consumer
16.38%
Health
16.08%
Tech
14.23%
Industrials
8.66%
Basic Materials
6.90%
Communication
6.08%
Defensive
5.90%
Size Breakup
Large Cap
60.73%
Mid Cap
37.07%
Small Cap
2.20%

Key Metrics

Beta 

0.94

Std deviation 

18.56%

Sharpe Ratio 

0.61

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 Regular Plan Payout Inc Dist cum Cap Wdrl
Scheme Document
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
service@uti.co.in
Phone
+912266786503;66786578
Address
PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051

Other Related Plans

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UTI Flexi Cap Fund Regular Plan Payout Inc Dist...

NAV

₹146.956

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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