About Scheme

UTI Flexi Cap Fund aims to generate long-term capital appreciation by investing predominantly in equity and equity-related securities of companies domiciled in India across market capitalisations––including large-cap, mid-cap and small-cap stocks.

The fund may be suitable for investors with a very high risk appetite seeking long-term exposure to equities across different

Market Opportunities: Seeks to capture growth opportunities across large, mid and small-cap segments.
Lower Volatility: Can increase large-cap exposure during uncertain markets to potentially manage volatility.
Tax Efficiency: Equity may offer relatively favourable long-term capital gains taxation on potential returns compared with several traditional investments.
Portfolio Simplicity: Provides diversified equity exposure across market caps through a single fund.
Value Opportunities: Active management seeks undervalued companies and potential opportunities across sectors and market caps.
High Liquidity: Open-ended structure generally allows investors to redeem investments when they need funds.
Long-Term Growth Potential: Flexibility across market cycles can support disciplined investing and long-term wealth creation.

Fund Facts

Quantitative Indicators

Performance

Portfolio

Scheme Related Documents

Data as on

Fund Type

Equity

Month End AUM

Monthly Avg. AUM

Daily TER (%)

Benchmark Index

Nifty 500 TRI

Special Facilities

SWP/SIP/STP

Exit Load

For subscriptions received w.e.f. June 4th, 2018, applicable Exit load: Redemption / Switch out within 12 months from the date of allotment – (i) NIL for upto 10% of the allotted Units (ii) 1.00 % for beyond 10% of the allotted Units.

Data as on

Top Holdings ( % to NAV)

UTI Flexi Cap Fund

About Scheme

Why choose this scheme?

Past Performance