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UTI Flexi Cap Fund Regular Plan Growth

Home Mutual Funds UTI Mutual Fund UTI Flexi Cap Fund
Updated: 06-10-2025 06:06:20 AM

Investment Objective

The investment objective of the UTI Flexi Cap Fund is to provide long term capital appreciation by investing primarily in equity and equity related securities without any market capitalization bias.

Investment Strategies

  • UTI Flexi Cap Fund seeks to maintain an exposure of 60-70% of its total assets in large cap companies and the rest in mid and small caps companies.
  • The investment strategy of the UTI Flexi Cap Fund is built around the three pillars of Quality, Growth and Valuation.
  • The fund follows a bottom-up approach for stock selection, focusing on fundamentals and long term potential of stocks of its portfolio constituents rather than global or local macro-economic factors. It does not follow the top-down approach of considering macro-economic factors, sectoral developments and policy measures during the stock selection process.
  • It prefers companies having a long run-way for growth and are non-cyclical in nature.
  • Stock weightage in the fund portfolio are capped at 10% per stock and 55% for the top 10 stock holdings.
  • The fund exposure to any single sector has been capped at the higher of 25% of the portfolio or the Benchmark (BM) weight plus 12%, with an overall cap of 40%.
  • The fund prefers companies having the potential to strengthen their competitive positioning during market slowdown.
  • The scheme prefers companies having high return on capital, steady cash flows and secular growth profile.
  • It avoids market timing in terms of cash, sector or stock calls.
  • The scheme may take big sectoral underweight or overweight positions based on the presence or absence of long-term growth drivers.
  • Its investment strategy emphasizes on investing in mid and small cap stocks as they have the potential to generate alpha.
  • It relatively maintains a low churn portfolio for long-term growth.
  • The portfolio of the fund is designed to withstand market downturns and capture gains during recoveries and thus avoiding risks that can potentially result in permanent loss of capital.

Who Should Invest

  • Investors seeking long-term capital appreciation through equities and equity related instruments without any market cap bias.
  • Those seeking a diversified portfolio across market caps through a single portfolio.

Frequently Asked Questions

What is the risk level of UTI Flexi Cap Fund?
As per the fund factsheet published by the fund house, UTI Flexi Cap Fund is considered to carry ‘Very High Risk’ for its investors.

Is there any lock-in period in UTI Flexi Cap Fund?
UTI Flexi Cap Fund has no lock-in period for its investors. Thus, the investors of UTI Flexi Cap Fund are free to make redemption requests on any day as per their requirements.

What type of mutual fund is the UTI Flexi Cap Fund?
UTI Flexi Cap Fund is an open-ended dynamic equity mutual fund scheme belonging to the flexi cap fund category.

Is UTI Flexi Cap Fund an open-ended or close-ended scheme?
The UTI Flexi Cap is an open ended equity mutual fund scheme.

What is the benchmark index for UTI Flexi Cap Fund?
Nifty 500 TRI is the benchmark index of the UTI Flexi Cap Fund. The scheme also has Nifty 50 TRI as its additional benchmark index.

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