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Value Research Rating
As on 27-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
UTI Flexi Cap Fund - Direct Plan
|
|
|
Very High
|
Please wait... |
0.85 |
|
 |
|
Very High
|
Please wait... |
0.67 |
||
 |
|
Very High
|
Please wait... |
0.94 |
||
|
|
Very High
|
Please wait... |
0.96 |
||
|
|
Very High
|
Please wait... |
0.54 |
UTI Flexi Cap Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains.
Mutual funds can be bought directly from the website of the fund house. For instance, UTI Flexi Cap Fund - Direct Plan fund can be purchased from the website of UTI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of UTI Flexi Cap Fund - Direct Plan is ₹273.4981 as of 28-Sep-2023.
The AUM of UTI Flexi Cap Fund - Direct Plan Fund is ₹25,612 Cr as of 31-Aug-2023
The riskometer level of UTI Flexi Cap Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
6.56
|
|
|
6.34
|
|
|
5.86
|
|
|
5.63
|
|
|
3.94
|
As of 31-Aug-2023, UTI Flexi Cap Fund - Direct Plan had invested 95.41% in Equity, 4.41% in Cash & Cash Eq. and 0.18% in Debt See More
UTI Flexi Cap Fund - Direct Plan is 10 years 9 months old. It has delivered 14.59% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
9.69%
|
20.33%
|
14.44%
|
13.58%
|
16.13%
|
14.59%
|
The minimum SIP amount of UTI Flexi Cap Fund - Direct Plan is ₹500.
No, There is no lock in period in UTI Flexi Cap Fund - Direct Plan.
The expense ratio of UTI Flexi Cap Fund - Direct Plan is 0.85%.
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