UTI-Bluechip Flexicap Fund (Equity, Multi Cap)

32.31
10.38%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.40%
11 yrs 11 months30 Jan 2006
₹ 2147.3 Cr12 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

The scheme seeks to generate capital appreciation and/ or income distribution by investing the funds in stocks that are Leader in their respective industries/ sectors / Sub-sector.

Scheme Documents

TenureReturns (CAGR)
YTD
33.04
1 Month
2.10
3 Month
2.90
1 YR
31.78
2 YR
18.59
3 YR
10.17
TenureReturns (CAGR)
1 YR
26.34
2 YR
21.25
3 YR
15.12
5 YR
15.2
10 YR
12.87

Portfolio

Company Name% Assets
Bajaj Finance Ltd.6.59
Indusind Bank Ltd.5.64
Yes Bank Ltd.5.01
HDFC Bank Ltd.4.82
Infosys Ltd.3.64
Kotak Mahindra Bank Ltd.3.2
Motherson Sumi Systems Ltd.3.06
Housing Development Finance Corpn. Ltd.2.65
Tata Consultancy Services Ltd.2.62
Astral Poly Technik Ltd.2.6

Top Sectoral Holdings

Sector Name% Assets
Financial31.02
Healthcare12.53
Automobile8.79
Technology8.18
FMCG6.35
Chemicals6.04
Services5.98
Engineering5.25
Textiles3.47
Construction3.45

Indicators

Portfolio turnover ratio18
Standard Deviation13.41%
Beta0.93%
Sharpe Ratio0.37

Ajay Tyagi

Mr Tyagi has done CFA Charterholder from The CFA Institute, USA and Masters in Finance from Delhi University.
He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Funds division.

Other Funds Managed by Ajay Tyagi

    • Nav as on 12 Dec 17
      126.49
    • Returns since inception (CAGR)
      12.46%
    • Value Research
    • Crisil Ranking
      4
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