UTI Flexi Cap Fund, one of India’s oldest mutual funds launched in 1992, remains a preferred choice for investors aiming for long-term wealth creation. With a corpus of over ₹26,000 crore as of December 31, 2024, the fund adopts a flexi-cap approach, investing at least 65% of its assets across large-cap, mid-cap, and small-cap equities.
The fund’s strategy emphasizes “Quality, Growth, and Valuation,” focusing on high RoCE and RoE businesses that generate strong cash flows and economic value. Its portfolio includes top-performing companies like ICICI Bank, HDFC Bank, and Infosys, representing 43% of its total holdings. This diversified approach seeks steady, secular growth over volatile cycles, making it a robust choice for investors with a moderate risk appetite and a 5-7 year horizon.
In Gangtok, the fund has found favor among retail investors and financial advisors who value its long-term consistency and focus on quality businesses. The city’s investors, keen on sustainable growth opportunities, are increasingly incorporating UTI Flexi Cap Fund into their equity portfolios to achieve diversified wealth creation.
