UTI Flexi Cap Fund, a flagship offering from UTI Mutual Fund, continues to stand out as a dependable investment option for long-term wealth creation. Launched in 1992, the fund has built a robust track record, with a corpus exceeding ₹26,000 crore as of December 31, 2024. Designed for investors seeking quality, growth, and valuation, the fund invests at least 65% of its assets across large-cap, mid-cap, and small-cap equities.
The fund’s investment philosophy revolves around identifying high-quality businesses with strong Return on Capital Employed (RoCE) and Return on Equity (RoE), ensuring resilience even in challenging market conditions. With a focus on predictable, secular growth over volatile, cyclical growth, the fund aims to compound economic value over the long term. Valuation strategies are meticulously crafted, ensuring investors gain from businesses with high growth potential and sustainable cash flows.
In Gangtok, where market dynamics reflect a blend of traditional and emerging investment patterns, UTI Flexi Cap Fund has garnered attention among retail and institutional investors. Its focus on top-performing stocks like ICICI Bank, HDFC Bank, and Bajaj Finance resonates with Gangtok’s investors, who are increasingly exploring diversified equity portfolios for steady returns. With a strong portfolio and disciplined approach, UTI Flexi Cap Fund is ideal for investors with a moderate risk appetite aiming for long-term goals spanning 5-7 years.