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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.03 | 69.32 | 1.48 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 50.88 | 1.67 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
UTI Flexi Cap Fund | 23.18% | 7.62% | 15.19% |
Parag Parikh Flexi Cap Fund | 29.59% | 18.17% | 20.64% |
HDFC Flexi Cap Fund | 36.49% | 26.22% | 17.72% |
Kotak Flexicap Fund | 30.01% | 17.82% | 17.41% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
6.33 %
Holdings
6.15 %
Holdings
4.63 %
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
64
Total AUM
₹ 2,18,963.88 Cr.
Ajay Tyagi
AUM: ₹25,923.63 Cr.
|
Exp: —
Ravi Gupta
AUM: ₹25,923.63 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%