Setting realistic financial goals is crucial for successful investing. Choosing an investment option that consistently rewards you while understanding the associated risk is essential for long-term optimal outcomes. Mutual fund options can be explored for short-term to long-term financial goals, spanning various asset classes.
UTI Mutual Fund’s Flexi-cap Fund, launched in 1992, is an open-ended equity fund that invests at least 65% of total assets in equity assets of companies across different market capitalizations. With a corpus of over Rs. 25,503 crores, this fund is suitable for long-term investors seeking quality businesses with potential to create economic value. Launched in 1992, the fund has a consistent performance record and is suitable for investors seeking to meet their wealth creation goals.
UTI Flexi Cap Fund’s investment strategy focuses on businesses with long-term growth and seasoned management, based on the three pillars of Quality, Growth, and Valuation, aiming to provide long-term capital appreciation. The UTI Flexi Cap Fund, a growth-oriented equity fund, invests across market capitalization with its top ten holdings including LTIMindtree, HDFC Bank, ICICI Bank, Bajaj Finance, Avenue Supermarts, Infosys, Kotak Mahindra Bank, Info-Edge (India), Coforge, and Titan Co. Ltd. These companies make up 44% of the portfolio’s corpus as of November 30, 2023.
