INF789F01513
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in a flexible manner across the market capitalization spectrum. 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.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. Minimum investment in equity & equity related instruments - 65% of total assets.
UTI Flexi Cap Fund, formerly known as UTI Equity Fund, is a mutual fund that invests across equities of varying market capitalisations and sectors. This fund is a multi-cap fund with a diverse portfolio consisting of high-quality businesses that have the potential to demonstrate strong growth over a long period. The businesses are typically managed by seasoned professionals and are identified as "Quality" companies.
The primary objective of the fund is to achieve long-term capital appreciation. It accomplishes this by investing in a mix of large-cap, mid-cap, and small-cap stocks, providing diversification and the potential for higher returns through a well-structured portfolio of quality stocks.
The fund follows a bottom-up stock selection approach, focusing on:
- Quality businesses with strong fundamentals
- Companies with potential for long-term economic value creation
- Diversified portfolio across market capitalizations
- Flexible allocation based on market opportunities
Ajay Tyagi is the Current Fund Manager of UTI Flexi Cap Fund Direct Growth fund. Ajay Tyagi joined UTI Asset Management Company as a Analyst. Later he got promoted as a Fund Manager and currently he is the Head of Equity.
Ajay Tyagi, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
Key highlights of the fund management team:
- Extensive experience in equity fund management
- Focus on quality stock picking with long-term holding approach
- Strong track record in generating consistent returns
- Deep understanding of market dynamics across sectors
UTI Asset Management Company Ltd. is one of India's oldest and most established mutual fund houses with a rich legacy in the investment management industry.
- Total AUM: ₹339,982.90 Cr
- Number of Schemes: 277
- Legacy: Pioneer in the Indian mutual fund industry
- Expertise: Comprehensive range of investment solutions across asset classes
UTI AMC has been at the forefront of the Indian mutual fund industry, offering innovative investment solutions to retail and institutional investors. The fund house has built a strong reputation for its research-driven investment approach and experienced fund management team.
- Strong research and analytical capabilities
- Experienced investment team with deep market knowledge
- Robust risk management framework
- Wide distribution network across India
- Focus on long-term wealth creation for investors
UTI Flexi Cap Fund is ideal for investors seeking to build their core equity portfolio with investments in quality businesses that have the potential to generate economic value over an extended period. It's also beneficial for those looking for a disciplined approach to portfolio construction via a bottom-up investment process. The fund is ideal for investors with a long-term investment horizon, preferably 5 years or more.
Positives:
- This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
- Experienced fund management team
- Flexible investment approach across market caps
- Strong fund house with established track record
Risk Factors:
- The UTI Flexi Cap Fund Direct Growth is rated Very High risk.
- When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Like for all equity funds, you must invest only through the SIP route. Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
The NAV of UTI Flexi Cap Fund changes daily based on market movements. You can check the current NAV on Allvest platform or the fund house website for real-time updates.
The AUM of UTI Flexi Cap Fund, is ₹25433.64 crore. (as of June 2025)
The expense ratio of UTI Flexi Cap Fund is 1% for the direct plan. Regular plans typically have higher expense ratios.
The fund has delivered a CAGR of 14.59 since inception. Past performance doesn't guarantee future returns.
Minimum SIP Investment is set to ₹500. This makes it accessible for small investors to start their investment journey.
You can easily invest in UTI Flexi Cap Fund through the Allvest platform. Simply create an account, complete your KYC, select the fund, and choose your investment amount.
On Allvest, select UTI Flexi Cap Fund, choose SIP option, set your monthly amount (minimum ₹500), select date, and authorize the investment. Your SIP will start from the next cycle.
After setting up your SIP on Allvest, you can set up auto-debit through NACH mandate or UPI autopay for seamless monthly investments without manual intervention.
Give a request for redemption of the number of units or the amount you want. The request will be acknowledged. You will get information about the redemption and the NAV at which redeemed. The amount will be deposited in the designated bank account.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
Sr. No
Name of KMP
Designation
Mobile Number
Email ID
2.
Mr. Amit Bansal
Designated Director /
Compliance Officer