UTI Flexi Cap Fund Direct-Growth

UTI Flexi Cap Fund Direct-Growth: Mutual Fund Overview

UTI Flexi Cap Fund Direct-Growth is an Flexi Cap mutual fund with over 13.22 years of performance history. The scheme manages an AUM of ₹22885.65 Cr and has a NAV of ₹288.8744. It is rated '1' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -10.16%.

Equity, Flexi Cap, Principal at very high risk

1 Year Return -10.16% at 24 Mar 2026 03:35 PM

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Fund Details

NAV 288.8744

Sub-Type Flexi Cap

Rating 1

Min. SIP Amount ₹500.0

Fund Age(Year) 13.22

Fund Size(in Crores) 22885.65

Fund Performance

1 Month -12.32%

3 Month -17.03%

6 Month -18.63%

1 Year -10.16%

3 Year 7.92%

5 Year 5.48%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (58.06%) Market Cap Mid Cap 7.25 Small Cap -6.4 Large Cap 57.21 Top Sectors Financial 19.71 Energy 5.85 Automobile 5.19 Technology 4.85 Services 4.31 Capital Goods 3.77 Construction 3.5 Communication 2.88 Consumer Staples 2.43 Healthcare 1.74 Materials 1.57 Chemicals 1.22 Consumer Discretionary 1.04 Top Holding Coforge 0.7 Home First Finance Company India 0.64 Jubilant FoodWorks 1 CRISIL 0.64 MCX 0 Trent 0.36 Fractal Analytics 0.88 United Spirits 0.28 ICICI Bank 4.06 Infosys 1.61 Tata Consumer Products 0.86 Reliance Industries 3.22 Tata Power Company 0.79 Tech Mahindra 0.28 Power Fin. Corp. 1.14 Bajaj Finance 1.86 Cummins India 1.26 Billionbrains Garage Ventures 0.51 Bharat Electronics 1.4 HCL Technologies 1.39 Kotak Mahindra Bank 2.18 Interglobe Aviation 0.94 Ultratech Cement 0.91 TVS Motor Company 1.03 Bajaj Finserv -0.01 Larsen & Toubro 3.1 Prestige Estates Projects 0.4 Maruti Suzuki India 0.69 Bank of Baroda 0 Hindustan Unilever 1.27 Coromandel International 1.22 Kwality Wall's (India) 0.01 Cipla 0 Indraprastha Gas 0.44 Indegene 0.4 Hindustan Aero 0.29 Cholamandalam Investment and Finance Company 1.43 GAIL (India) 0.43 HDFC Bank 5.82 JK Cement 0.66 Bharti Airtel 2.88 Prudent Corporate Advisory Services 0.53 Mankind Pharma 0.73 Eternal 0 State Bank of India 1.54 Sun Pharmaceutical Industries 0.61 UNO Minda 0.6 Mahindra & Mahindra 2.2 Bharat Petroleum Corporation 0.96 Bajaj Auto 0.67 The Indian Hotels Company 0.24 Amara Raja Energy & Mobility 0.83 PB Fintech 1.14 Amber Enterprises India 1.04

Debt & Others (41.93%) Sector Allocation Repo 4.14 GOI Securities 12.5 Net Payables 0 Debt Credit Ratings Cash 12.82 SOV 12.8 AAA 8.03 Cash & Call Money 4.62 AA+ 0.59 Debt Category GOI 12.5 PNB Housing Finance 0.59 Embassy Office Parks REIT 1.83 National Bank Agr. Rur. Devp 4.13

Comparison with same funds

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -12.58% Ret 1Y -5.89% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -12.58% Ret 1Y -5.89% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -12.58% Ret 1Y -5.89% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -12.78% Ret 1Y -6.64% Ret 3Y 11.58% Ret 5Y 11.45%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -12.78% Ret 1Y -6.64% Ret 3Y 11.58% Ret 5Y 11.45%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -12.78% Ret 1Y -6.64% Ret 3Y 11.58% Ret 5Y 11.45%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M -9.74% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M -9.74% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M -9.74% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -11.17% Ret 1Y -0.88% Ret 3Y 11.86% Ret 5Y 7.02%

Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -11.17% Ret 1Y -0.88% Ret 3Y 11.86% Ret 5Y 7.02%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.06%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Akash Dilip Shah

Education Commerce Graduate, CA

Experience Mr Akash Dilip Shah joined UTI AMC Ltd as Management Trainee and presently he is designated as an Investment Associate - Equity.

Ajay Tyagi

Education Mr Tyagi has done CFA Charterholder from The CFA Institute, USA and Masters in Finance from Delhi University.

Experience He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Funds division.

Ravi Gupta

Education Mr. Gupta has done MBA (Finance)

Experience He has been working with UTI Mutual Fund since 2006

Kamal Gada

Education Mr. Gada is B.com, CA, CS, & CFA

Experience Prior to joining UTI Mutual Fund he has worked with BPCL as Senior Accounts Officer.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 104

Date of Incorporation 2013-01-01

Total AUM 396376.12

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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UTI Flexi Cap Fund Direct-Growth FAQs

How to invest in UTI Flexi Cap Fund Direct-Growth?

Investing in UTI Flexi Cap Fund Direct-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of UTI Flexi Cap Fund Direct-Growth?

The term expense ratio for UTI Flexi Cap Fund Direct-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of UTI Flexi Cap Fund Direct-Growth is 1.06% as of 24 Mar 2026.

What is the NAV of UTI Flexi Cap Fund Direct-Growth?

The NAV of UTI Flexi Cap Fund Direct-Growth is ₹288.8744 as of 24 Mar 2026.

What is the AUM of UTI Flexi Cap Fund Direct-Growth?

The AUM (Assets Under Management) of UTI Flexi Cap Fund Direct-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of UTI Flexi Cap Fund Direct-Growth is ₹22885.65 Cr as of 24 Mar 2026.

What is the PE and PB ratio of UTI Flexi Cap Fund Direct-Growth?

The PE ratio of UTI Flexi Cap Fund Direct-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in UTI Flexi Cap Fund Direct-Growth?

Yes, you can invest in UTI Flexi Cap Fund Direct-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of UTI Flexi Cap Fund Direct-Growth in the last 5 years?

The return of UTI Flexi Cap Fund Direct-Growth in the last 5 years is 5.48%.

What is the minimum SIP investment required in UTI Flexi Cap Fund Direct-Growth?

The minimum SIP investment in UTI Flexi Cap Fund Direct-Growth depends on the fund's scheme rules and usually starts at a small amount. For UTI Flexi Cap Fund Direct-Growth, the minimum SIP amount is ₹500.0.

What is the current NAV of UTI Flexi Cap Fund Direct-Growth?

The NAV of UTI Flexi Cap Fund Direct-Growth, as of 24 Mar 2026, is ₹288.8744.

Who manages the UTI Flexi Cap Fund Direct-Growth?

The fund managers responsible for UTI Flexi Cap Fund Direct-Growth are: