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 Duration5 years
7,32,612
Total Investment4,18,908
Wealth Gained11,51,520
Total Corpus Created (₹)
With CAGR of 17.96 % in 5 years₹ 346.7982
NAV (Jul 29)
Last 1Y | 3.9% |
Last 3Y | 12.1% |
Last 5Y | 18% |
Last 10Y | 12.8% |
Since Inception | 14.4% |
6 Month CAGR | 8.3% |
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 | 1.09 % |
Launched | - |
AUM in Crores | 26324.6 |
ISIN | INF789F01TC4 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 14.3 |
Beta | 0.9 |
Sharpe Ratio | 0.1 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
UTI Flexi Cap Fund Direct (G) | 11,51,520 | 4,18,908 | 18% | |
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.
ICICI Bank Ltd.
5.92%HDFC Bank Ltd.
5.73%Bajaj Finance Ltd.
4.59%LTIMindtree Ltd.
4.46%Infosys Ltd.
3.89%Financial
25.21%Services
15.2%Technology
12.55%Healthcare
11.29%Capital Goods
6.62%Fund Name | Fund Size | |
---|---|---|
₹ 110,392 cr | ||
₹ 17,427 cr | ||
₹ 30,616 cr | ||
₹ 26,848 cr | ||
₹ 72,336 cr |
UTI Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
20.8% | 10.3% | ||
12% | 10% | ||
7.9% | 7% | ||
7.6% | 6.8% | ||
7.5% | 7% |
Investment Duration5 years
7,32,612
Total Investment4,18,908
Wealth Gained11,51,520
Total Corpus Created (₹)
With CAGR of 17.96 % in 5 yearsWhat is the expense ratio for UTI Flexi Cap Fund Direct Plan Growth?
What is the current AUM of UTI Flexi Cap Fund Direct Growth?
What is the latest NAV of UTI Flexi Cap Fund Direct Growth?
What is the Riskometer rating for UTI Flexi Cap Fund Direct Plan Growth?
Which are the top sector holdings in UTI Flexi Cap Fund Direct Plan?
Which are the top stock holdings in UTI Flexi Cap Fund Direct Plan?
What is the asset allocation of UTI Flexi Cap Fund Direct Plan Growth?
What has been the performance of UTI Flexi Cap Fund Direct Growth returns?
Does UTI Flexi Cap Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in UTI Flexi Cap Fund Direct Plan Growth?
How to invest in UTI Flexi Cap Fund Direct Growth?
How can I redeem my investment in UTI Flexi Cap Fund Direct Plan?