UTI Flexi Cap Fund – Balanced Market Allocation

The UTI Flexi Cap Fund, launched in 2005, is managed by veteran fund manager Ajay Tyagi. It invests flexibly across market capitalizations, currently holding a higher AUM of approximately ₹30,050 crore with a lower Direct Plan expense ratio of 0.86%. The scheme has delivered strong returns, with a 1-year return of about 15.68%, a 3-year CAGR of 15.11%, and a 5-year CAGR of 15.42%, generally outperforming the category average. Top holdings include HDFC Bank, ICICI Bank, L&T, and Bharti Airtel. The fund balances cyclical and structural sectors, aiming for steady long-term wealth creation.