- Mutual Funds
- UTI Mutual Fund
- UTI Flexi Cap Fund (G)
Flexi Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scheme Information
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum.
Expense Ratio | 1.7 % |
Launched | - |
AUM in Crores | 24531.5 |
ISIN | INF789F01513 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.3 |
Beta | 0.9 |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
ICICI Bank Ltd.
5.92%HDFC Bank Ltd.
5.73%Bajaj Finance Ltd.
4.59%LTIMindtree Ltd.
4.46%Infosys Ltd.
3.89%
Allocation by Sector
Financial
25.21%Services
15.2%Technology
12.55%Healthcare
11.29%Capital Goods
6.62%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr | ||
₹ 49,131 cr |
UTI Flexi Cap Fund (G) Review
UTI Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 12.41%. The fund is managed by UTI Mutual Fund. The fund managers are Ajay Tyagi, Ravi Gupta .
Nav of UTI Flexi Cap Fund (G) as of 4/11/2025 is ₹295.10 with the total AUM as of 4/15/2025 is ₹24531.52. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Very High.
The minimum SIP amount for UTI Flexi Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
UTI Flexi Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 6.55% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with UTI Flexi Cap Fund (G).