Mutual fund options can be explored for meeting financial goals ranging from short-term to long-term while choosing to invest in a wide range of products across the asset class. Flexi-cap funds are open-ended equity funds investing at least 65% of total assets are invested in equity assets of companies across the different market capitalizations viz., large-cap, mid-cap or small-cap funds.
UTI Flexi Cap Fund is one of the oldest funds in the category and has a long-term track record of consistent performance.
UTI Flexi Cap Fund’s investment philosophy is built around the three pillars of Quality, Growth and Valuation. The portfolio strategy would be to focus on businesses that have the ability to show strong growth for a long period of time and are run by seasoned management.
The scheme’s top ten holding consists of Bajaj Finance Ltd., ICICI Bank Ltd., HDFC Bank Ltd., Infosys Ltd., Kotak Mahindra Bank Ltd., Avenue Supermarts Ltd., L&T Infotech Ltd., Info-Edge (India) Ltd., Astral Ltd. And HDFC Ltd. accounts for around 40% of the portfolio’s corpus as of September 30, 2022.