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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.13 | — | 1.12 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 7.14 | 1.97 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Silver |
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 Silver ETF FoF | 27.41% | — | 12.25% |
Parag Parikh Flexi Cap Fund | 34.58% | 16.55% | 20.76% |
HDFC Flexi Cap Fund | 41.58% | 23.60% | 17.80% |
Kotak Flexicap Fund | 31.89% | 14.83% | 17.40% |
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
Others
Holdings
97.61 %
Holdings
2.39 %
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
₹ 2,19,187.69 Cr.
Sharwan Kumar Goyal
AUM: ₹45,212.08 Cr.
|
Exp: 10yrs
Ayush Jain
AUM: ₹39,068.37 Cr.
|
Exp: 4yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%