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UTI Flexi Cap Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.03 | 69.32 | 1.37 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.23 | 50.90 | 1.64 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Flexi Cap Fund
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Peers & Comparison
EquityFlexi Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Flexi Cap Fund | 19.73% | 4.81% | 14.88% |
| Parag Parikh Flexi Cap Fund | 29.60% | 16.20% | 20.55% |
| HDFC Flexi Cap Fund | 35.07% | 23.28% | 17.49% |
| Kotak Flexicap Fund | 26.15% | 14.26% | 17.02% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 0.42 %
Holdings
6.33 %
0.42 % - HDFC Bank Ltd3M change : 0.42 %
Holdings
6.15 %
0.42 % - Bajaj Finance Ltd3M change : 0.05 %
Holdings
4.63 %
0.05 %
AMC Profile
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
64
Total AUM
₹ 2,20,107.62 Cr.
Fund Manager Profile
Ajay Tyagi
AUM: ₹25,923.63 Cr.
|
Exp: —
Ravi Gupta
AUM: ₹25,923.63 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Opinions and Fund Reviews
UTI Flexi Cap Fund | Ajay Tyagi | UTI MF
4 months ago•UTI Mutual Fund
An exclusive interaction with Ajay Tyagi, Head of Equities, UTI AMC | Interview
1 year ago•Value Research
UTI MF Market Insight -Equity | July 2023
1 year ago•UTI Mutual Fund
UTI Flexi Cap Fund | Score across the market cap with this fund
1 year ago•UTI Mutual Fund
UTI Fund Insights | UTI Flexi Cap Fund with Ajay Tyagi - April 2023
1 year ago•UTI Mutual Fund
UTI MF Market Insight -Equity | March 2023
1 year ago•UTI Mutual Fund
UTI Fund Insight | UTI Flexi Cap Fund with Ajay Tyagi - November 2022
2 years ago•UTI Mutual Fund
UTI Fund Insight | UTI Flexi Cap Fund with Ajay Tyagi - November 2022
2 years ago•UTI Mutual Fund
UTI Fund Insight | UTI Flexi Cap Fund with Ajay Tyagi - November 2022
2 years ago•UTI Mutual Fund
UTI MF Market Insight -Equity | October 2022
2 years ago•UTI Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%