As investors seek to build long-term wealth, setting realistic financial goals is key. For those looking for consistency and growth in their portfolio, the UTI Flexi Cap Fund offers a robust investment option. Launched in 1992, the fund has a long track record of steady performance and is well-suited for investors with a moderate risk profile aiming to meet long-term financial goals.
The UTI Flexi Cap Fund invests a significant portion (at least 65%) of its corpus in equities across different market capitalizations, including large-cap, mid-cap, and small-cap stocks. The fund’s philosophy revolves around three key pillars: Quality, Growth, and Valuation. By focusing on businesses that can sustain high returns on capital employed (RoCE) and equity (RoE), the fund aims to create value over time, investing in companies with stable growth trajectories rather than cyclical fluctuations. Top holdings such as ICICI Bank, HDFC Bank, Bajaj Finance, and Infosys dominate the portfolio, which boasts a corpus of over Rs. 25,190 crores (as of April 30, 2025). The focus is on investing in companies with strong cash flows and growth potential, ensuring a higher probability of long-term value creation.
In Guwahati, the demand for diversified and stable investment products like UTI Flexi Cap Fund is on the rise, as local investors seek reliable options for wealth creation amid economic fluctuations. Investors are increasingly leaning towards equity funds that promise sustained growth while offering exposure to various sectors, making the UTI Flexi Cap Fund an attractive choice for long-term financial security. For investors planning for a 5 to 7-year horizon, this fund presents a balanced approach to equity investment.