Fund Details
UTI Bluechip Flexicap Fund Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.76% |
| NAV | ₹35.87 (02 May 2018) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹2,306 Cr |
Returns
Comparison
1. Lower expense ratio - 1.76%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bajaj Finance Ltd. | Financial | Equity | 6.5% |
| Indusind Bank Ltd. | Financial | Equity | 5.7% |
| Yes Bank Ltd. | Financial | Equity | 5.4% |
| HDFC Bank Ltd. | Financial | Equity | 4.6% |
| Infosys Ltd. | Technology | Equity | 4.0% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.5% |
| MindTree Ltd. | Technology | Equity | 3.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.2% |
| Motherson Sumi Systems Ltd. | Automobile | Equity | 2.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.7% |
Fund Managers
UTI Bluechip Flexicap Fund Direct Growth Details
UTI Bluechip Flexicap Fund Direct Growth is a Equity Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Ajay Tyagi is the Current Fund Manager of UTI Bluechip Flexicap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,306 Cr and the Latest NAV as of 02 May 2018 is ₹35.87.
The UTI Bluechip Flexicap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Exit load of 1% if redeemed less than 1 year
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.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
