- Mutual Funds
- UTI Mutual Fund
- UTI Flexi Cap Fund (Growth)
Formerly UTI Equity Reg Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 270.4648
NAV (Apr 16)
Fund Returns
Last 1Y | 19.5% |
Last 3Y | 8.4% |
Last 5Y | 13.2% |
Last 10Y | 14.2% |
Since Inception | 13% |
6 Month CAGR | 5.1% |
Scheme Information
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.
Expense Ratio | 1.66 |
Launched (32y ago) | May 18, 1992 |
AUM in Crores | 24503.537 |
ISIN | INF789F01513 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.7 |
Standard Deviation (5yr) | 18.9 |
Beta (3yr) | 0.92 |
Beta (5yr) | 0.94 |
Sharpe Ratio (3yr) | 0.272 |
Sharpe Ratio (5yr) | 0.498 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| UTI Flexi Cap Fund (Growth) | 10,15,590 | 2,82,978 | 13.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
6.3%hdfc bank ltd
5.8%bajaj finance ltd
5.7%ltimindtree ltd
4.7%avenue supermarts ltd
4.1%Allocation by Sector
financial services
23.8%consumer cyclical
19.3%technology
13.2%healthcare
11.2%basic materials
7.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
UTI Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
15.8% | 11.9% | ||
5.5% | 6.8% | ||
5.8% | 7.3% | ||
18.8% | 15.2% |
UTI Flexi Cap Fund (G) Review
UTI Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 13% over a period of 31 years. The fund was previously known as UTI Equity Reg Gr. The fund is managed by UTI Asset Management Co Ltd. The fund manager’s name is Ajay Tyagi.
Nav of UTI Flexi Cap Fund (G) as of 4/16/2024 is ₹270.46 with the total AUM as of 4/17/2024 is ₹24503.537. With Scripbox you can compare and check the latest nav for all mutual funds in India. UTI Flexi Cap Fund (G) was launched on May 18, 1992. The category risk of the fund is Very High Risk.
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 TR INR.
UTI Flexi Cap Fund (G) is rated as a 2 fund in Equity and delivered 19.5% 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).
Frequently Asked Questions
What is UTI Flexi Cap Fund (G)?
How to invest in UTI Flexi Cap Fund (G)?
You can invest in UTI Flexi Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of UTI Flexi Cap Fund (G)?
The minimum sip amount for UTI Flexi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is UTI Flexi Cap Fund (G) good to invest in?
As per Scripbox experts, UTI Flexi Cap Fund (G) is a Neutral fund. You can investUTI Flexi Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the UTI Flexi Cap Fund (G)?
The expense ratio of the UTI Flexi Cap Fund (G) is 1.66% for regular plan.