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Jama - UTI Flexi Cap Fund


UTI Flexi Cap Fund

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Equity-Flexi Cap
NAV : 272.1784
(-1.0720999999999776
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)
AUM : ₹239 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.81%5.45%19.2%6.07%-0.88%19.88%NA



NAV History



Expense Ratio Trends


Fund Details

The Fund is positioned as a multi cap fund investing across the market capitalization spectrum. The Fund shall comprise of high quality businesses that have an ability to show strong growth for a long period of time and are run by seasoned managements -“Quality” companies performs across market cycles -“Quality” companies mitigate drawdown -“Quality” companies rebound faster based on the strong fundamentals of balance sheets & business models. The Fund would follow a bottom up stock selection with well defined metrics of free cash flows, capital efficiency and ability to compound earnings
NAV272.1784
Launch Date02-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio89.0%
Exit Load : Exit load Upto 3% of NAV


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,09,177₹1,08,972₹204
After 1 year₹1,06,068₹1,05,246₹822
After 3 years₹1,72,292₹1,68,303₹3,990
After 20 years₹37,59,288₹32,15,690₹5,43,598

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


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Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 19.88% Past 3 yr Data




Fund Objective:
This Scheme primarily aims at securing for the unitholders capital appreciation by investing the funds of the scheme in equity shares and convertible and non-convertible bonds/ debentures of companies with good growth prospects and money market instruments.
Fund Manager:
Ajay Tyagi