UTI Flexi Cap Fund Regular Plan Growth

• Alpha 4.42%
• Beta 0.97
• Sharpe Ratio0.33
• Std Deviation 12.12%
• Tracking Error 5.00%

The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in a flexible manner across the market capitalization spectrum. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

The UTI Flexi Cap Fund Regular Plan Growth has an AUM of 25187.42 crores & has delivered CAGR of 13.78% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.66%. The minimum investment in UTI Flexi Cap Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Bajaj Finance, HDFC Bank, ICICI Bank & Eternal.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Computer Services & Consumer Financial Services.

Some of the similar funds are HDFC Flexi Cap Fund Growth, Kotak Flexicap Fund Growth, Aditya Birla Sun Life Flexi Cap Fund Growth, UTI Flexi Cap Fund Regular Plan Growth, SBI Flexicap Fund Regular Growth. UTI Flexi Cap Fund Regular Plan Growth has a sharpe ratio of 0.33 & a standard deviation of 12.12%.