Mutual Fund- 

UTI Flexi Cap Fund

By Rajendra

Oct 10, 2022

image source -Unsplash

Scheme Analysis

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UTI Flexi Cap Fund

Category 

Flexi Cap

Inception

May 18, 1992

Benchmark

Nifty 500

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AUM  - 25,787 Cr

Fund Manager

Ajay Tyagi

Fund is positioned as a multi cap fund investing across the market capitalization spectrum

Top 5 Holding

Bajaj Finance

ICICI Bank

HDFC Bank

Infosys

Kotak Bank

6.06

5.59

4.26

4.09

3.92

Total  -18.64

Fund shall comprise of high quality businesses that have an ability to show strong growth

Financial Services

IT

Consumer Service

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Top 5 Sector -

25.73

13.02

11.73

11.59

9.57

Consumer Durable

Healthcare

Fund would follow a bottom up stock selection with well defined metrics of free cash flows, capital efficiency

Investors in search of a fund which brings disciplined approach to the portfolio

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Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on 30Sep. 2022

1 Year

3 Year

5 Year

Period

Returns

-9.47%

18.90%

14.40%