The UTI Flexi Cap Fund is among the top quartile Flexi Cap funds. It was set up in May 1992. Between 2007 and 2015, it was headed by Anoop Bhaskar. Between 2009 and 2015, the fund outperformed the BSE 500 Total Returns Index (TRI) five times on a yearly Basis. Ajay Tyagi took up the leadership after Bhaskar left in December 2015 and carried on the heritage of Bhaskar's great outperformance throughout his heydays.
The fund is less susceptible to Market gyrations because it is market cap agnostic. The fund manager is unrestricted in calibrating exposures across market capitalizations. In the case of a market slump, this has resulted in a smaller drawdown. Let's find out more about this fund, including its features and investment objectives.
Before you continue your exploration with this fund, you should navigate through some of its key points. So, here are some primary features to understand UTI Flexi Cap Fund better:
The UTI Flexi Cap Fund returns over the last year have been
16.64%. It has had an average return per year of
16.60% ever since its inception. Every two years, the fund has also quadrupled its invested money
The ability of the scheme to provide consistent outcomes is comparable to that of most of the funds in the same category. It also has an above-average capacity to control losses in a sinking market
The technology, financial, healthcare, and materials sectors account for most of the fund's holdings. As compared to other funds in the category, it has less exposure to the Financial and Technology industries
Larsen & Toubro Infotech Ltd., Bajaj Finance Ltd., Infosys Ltd., HDFC Bank Ltd., and Kotak Mahindra Bank Ltd. are the fund's top five holdings
Talk to our investment specialist
Here is a table showing the sectoral division of the UTI Flexi Cap fund:
|Sector||Fund (in %)||Benchmark (in %)|
Here is a table showing the Asset Allocation of the UTI Flexi Cap fund:
|Company||Weight (in %)|
|BAJAJ FINANCE LTD||5.74|
|LARSEN & TOUBRO INFOTECH LTD||5.06|
|HDFC BANK LTD||4.82|
|KOTAK MAHINDRA BANK LTD||4.12|
|ICICI Bank LTD||3.85|
|AVENUE SUPERMARTS LTD||3.51|
Here is a table showing the market capitalization of the UTI Flexi Cap fund:
|Larsen & Toubro Infotech Ltd||Axis Bank Ltd|
|Bajaj Finance Ltd||Hindustan Unilever Ltd|
|Avenue Supermarts Ltd||Larsen & Toubro Ltd|
|Mindtree Ltd||Tata Consultancy Services Ltd|
|Coforge Ltd||Reliance Industries Ltd|
To understand the returns offered by UTI Flexi Cap Funds, here is a comparison of top peers:
|Fund Name||1-Year Return||3-Year Return|
|UTI Flexi-Cap Fund Regular Plan-Growth||15.55%||20.49%|
|IIFL Focused Equity Fund Regular-Growth||24.63%||23.48%|
|PGIM India Flexi-Cap Fund Regular-Growth||24.23%||25.74%|
|Parag Parikh Flexi-Cap Fund Regular-Growth||26.78%||26.33%|
Dividends get added to your Income and taxed as per your tax brackets. In addition, if your dividend income exceeds Rs. 5,000 in a calendar year, the fund house deducts a 10% TDS before releasing the dividend.
You can expect gains that easily outperform Inflation and also returns from fixed-income choices if you invest for five or more years. However, be prepared for fluctuations in the value of your investment along the road.
This is a Flexi cap fund, which means the fund management team can invest in firms of various sizes based on where it expects to make the most money. Flexi cap funds are best suited for equities fund investors because the responsibility of stock selection is entirely in the hands of the fund management, which is the whole point of Investing in a mutual fund.
These funds are best suited for:
Keeping in mind its past performance and current rank, it can be said that the fund has produced expected results. However, regardless of the returns generated by this fund, you can ensure utmost consistency. Thus, if you wish to invest your surplus money in a fund with predictable outcomes, choosing UTI Flexi Cap Fund would be the correct choice.
A: As of April 11 2022, the expense ratio of UTI Flexi-Cap Fund Direct-Growth is 0.93%.
A: As of April 11 2022, the Assets Under Management (AUM) of UTI Flexi Cap Fund Direct-Growth is 124,042.75 crores.
A: UTI Flexi-Cap Fund Direct Growth's PE ratio is calculated by dividing the market price by Earnings Per Share. In contrast, its PB ratio is calculated by dividing the stock price per share by Book Value Per Share (BVPS).
You Might Also Like