UTI Flexi Cap Mutual Fund Assessment: Sturdy Lengthy Time period Observe Report

ET Wealth ties up with Worth Analysis to investigate prime mutual funds, We look at the fund’s key fundamentals, its portfolio and efficiency to assist inform you Funding resolution.

primary information
launch date

18 Might 1992




flexi cap


Rs.26,503 crore

backside signal

nifty 500 whole

return index

What’s the price


growth choices




minimal funding


Minimal SIP Quantity

500 rupees

expense ratio*** (%)


exit load

For models exceeding 10% of the funding, 1% will probably be charged for redemption inside 12 months

*As much as thirty first August 2022
** by 27 September 2022
*** Until 31 August 2022

fund supervisor
Ajay Tyagi

Tenure: 6 years, 7 months

Latest portfolio adjustments
full exit:
sera sanitaryware, La Opala RG,

Enhance allocation: 3M India, housing financiers, Asian PaintsMicro, Avenue Supermarts, Berger Paints India, coforge, ICICI Financial institution, info edge (India), Mindtree, poly medication, Rosari Biotech, Titan Firm, zomato,

do you have to purchase

Run as a large-cap oriented fund in its earlier avatar as UTI Fairness, this fund holds massive hat Tilt underneath revised flexi cap mandate. The fund supervisor adopts a distinct high quality and growth bias for its portfolio. It’s properly diversified, but maintains a wholesome place in its prime bets. The fund regained its consistency in outperformance quickly after the present fund supervisor took over. Nonetheless, it has skilled a decline previously one yr as market preferences have shifted away from progress. It continues to take care of a robust long-term observe document and will discover a method again into the palms of its confirmed fund supervisor.

(Supply: Value Analysis)

Supply hyperlink

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