UTI Flexi Cap Gr
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Uti Flexi Cap Fund Growth invests across all company sizes in India for flexible growth.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.0%
Sharpe Ratio-0.35
Beta0.96
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Eternal LtdConsumers6.56%
ICICI Bank LtdFinancial Services5.81%
Bajaj Finance LtdFinancial Services5.53%
HDFC Bank LtdFinancial Services4.61%
Titan Co LtdConsumers3.94%
Coforge LtdTechnology3.77%
Dixon Technologies (India) LtdTechnology3.61%
Info Edge (India) LtdServices3.59%
Persistent Systems LtdTechnology3.44%
Kotak Mahindra Bank LtdFinancial Services3.41%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.67%
Exit Load1
Regulatory & Tax Information
INF789F01513
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)