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 * INVESTOR DISTRIBUTOR AMC Shareholders/Investors Downloads Forms
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 * ABOUT US
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 * ABOUT US
   ABOUT US
   
   HELPING OUR INVESTORS CREATE WEALTH SINCE 60 YEARS
   
   Overview
   
   
   About UTI Mutual Fund
   
   Key Personnels
   
   UTI in Media
   
   View All
   Other Businesses
   
   
   UTI International
   
   Alternative Investment Funds
   
   National Pension Scheme
   
   Portfolio Management Services
   
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 * FUNDS
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   UTI Flexi Cap Fund
   
   UTI Large Cap Fund
   
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   Debt
   
   
   UTI Corporate Bond Fund
   
   UTI Money Market Fund
   
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   Index Funds
   
   
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 * PLAN
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   EXPERIENCE THE NEW AGE GOAL PLANNING, TRACKING AND ACCELERATING
   
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   SIP Calculator
   
   Retirement Calculator
   
   Risk Analyser
   
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   Other Calculators
   
   
   My Dream Home
   
   My Dream Car
   
   My Dream Vacation
   
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   Quick Goals
   
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   Extensive Goal Planning
   
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   Register One Time Mandate
   
   Update PAN in folio
   
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 * LEARN
   LEARN
   
   BROWSE CONTENT BY BEGINNER, INTERMEDIATE, ADVANCED
   
   From The Fund House
   
   
   From CIO's Desk
   
   Investment Insights
   
   Market Insights
   
   View All
   Investment Framework
   
   
   Debt Framework
   
   Equity Framework
   
   View All
   Authored by us
   
   
   Blogs
   
   Impactful Books
   
   Product Primer
   
   View All
   Learn about Mutual Funds
   
   
   Articles
   
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Fund in Focus


UTI FLEXI CAP FUND (FORMERLY UTI EQUITY FUND)

Equity

Direct - Growth

NAV as on Jan 29 2024

AUM as on Jan 29 2024

₹ 284.2930

₹ 26424.14 cr

Returns as on Dec 31 2023

Risk Metric

Since Inception1Y3Y5Y
CAGR 12.79%

Very High

Investment Purpose

Fund Manager

Wealth Creation

Ajay Tyagi
Invest Now

New to UTI MF

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DIGITAL KYC



Complete Digital KYC and be investment ready



START SIP



Register a new SIP for disciplined investments



CHECK NAV



Check latest and historic NAV for schemes



INVESTOR CHARTER



View the investor charter



USAVE



Be Emergency Ready with instant access schemes



TOOLS AND PLANNERS



Range of tools for planning for your goals




EXPLORE OUR FUNDS

Compare Funds

From the longest standing Mutual Fund House of India, explore a range of 50+
products that can cater to all your basic and advanced investment needs

Trending (5)Equity (16)Debt (14)ETFs (8)Hybrid (6)Solution Oriented (4)
DIRECTREGULAR

UTI Nifty 50 Index FundIndex FundDIRECT - Growth
NAV as on Jan 29 2024 Risk Metric
₹148.9640 Very High
Returns as on Dec 31 2023
Since Inception1Y3Y5Y
12%   Scheme Returns
12.85% Benchmark Return
Start SIP
Lumpsum

UTI Flexi Cap Fund (Formerly UTI Equity Fund)EquityDIRECT - Growth
NAV as on Jan 29 2024 Risk Metric
₹284.2930 Very High
Returns as on Dec 31 2023
Since Inception1Y3Y5Y
12.79%   Scheme Returns
NA

Benchmark Return
Start SIP
Lumpsum

UTI Nifty Next 50 Index FundIndex FundDIRECT - Growth
NAV as on Jan 29 2024 Risk Metric
₹20.1422 Very High
Returns as on Dec 31 2023
Since Inception1Y3Y5Y
12.92%   Scheme Returns
13.64% Benchmark Return
Start SIP
Lumpsum
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PLAN YOUR INVESTMENT

SIP Calculator
Lumpsum Calculator
My First Million
Emergency Calculator
All Planners chevron_right

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The best part about SIP is that any day is a great day to start. SIP is an easy
way for accumulation of wealth in long term. So, Get, Set, SIP!

Monthly SIP amount
₹
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₹500
₹5 lakh
SIP investment period
Year
5
1 Year
50 Year
Expected rate of return
%
6
2 %
13 %

My SIP Calculator Plan
Total Amount₹34,912Invested Amount₹30,000 Estimated Returns₹4,912

If I delay investing for
Year
0
Wait no more! Get started
Invest Now




INVESTMENT IDEAS

SECTORAL BETS



Done with building your core portfolio? Want to take some high risk - high
return exposures? Explore our sectoral funds, that offer cyclical
opportunities. 



Investment Ideas



INVESTMENT IDEAS

FUTURE READY



Looking to invest in schemes that capture the potential of small and medium
sized companies that may turn bigger in the long run? Here are some options for
you.



Investment Ideas



INVESTMENT IDEAS

RULE BASED INVESTING



Looking for passive schemes following a particular benchmark index? Find
evaluating actively managed schemes difficult? Here are some funds for you to
consider.



Investment Ideas



INVESTMENT IDEAS

WEALTH CREATION



Looking for schemes for creating wealth in the long term? We've got you covered.
Check out some trending schemes for you to consider.



Investment Ideas



INVESTMENT IDEAS

TAX SAVING



Looking to save taxes on your hard earned money? Here are a few schemes that
come under section 80(c) of the Income Tax Act. Check out our tax savings
schemes now or Consult a Tax Advisor. 



Investment Ideas



INVESTMENT IDEAS

SHORT TERM PARKING



Looking for an alternate to park your surplus money? Look no further. Explore
some schemes suitable for investing across varying investment horizons for you
to consider.



Investment Ideas



INVESTMENT IDEAS

SECTORAL BETS



Done with building your core portfolio? Want to take some high risk - high
return exposures? Explore our sectoral funds, that offer cyclical
opportunities. 



Investment Ideas



INVESTMENT IDEAS

FUTURE READY



Looking to invest in schemes that capture the potential of small and medium
sized companies that may turn bigger in the long run? Here are some options for
you.



Investment Ideas



INVESTMENT IDEAS

RULE BASED INVESTING



Looking for passive schemes following a particular benchmark index? Find
evaluating actively managed schemes difficult? Here are some funds for you to
consider.



Investment Ideas



INVESTMENT IDEAS

WEALTH CREATION



Looking for schemes for creating wealth in the long term? We've got you covered.
Check out some trending schemes for you to consider.



Investment Ideas



INVESTMENT IDEAS

TAX SAVING



Looking to save taxes on your hard earned money? Here are a few schemes that
come under section 80(c) of the Income Tax Act. Check out our tax savings
schemes now or Consult a Tax Advisor. 



Investment Ideas



INVESTMENT IDEAS

SHORT TERM PARKING



Looking for an alternate to park your surplus money? Look no further. Explore
some schemes suitable for investing across varying investment horizons for you
to consider.



Investment Ideas

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Plan your life goal

WE CAN HELP YOU PLAN



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RETIREMENT PLANNING

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CHILD EDUCATION

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DREAM HOME

Let us help finance your dream home

VACATION

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PIONEERS OF MUTUAL FUND INDUSTRY IN INDIA



Pureplay listed asset management company managing more than 14 lakh crore.




WHY CHOOSE UTI MUTUAL FUND?

60+

Years of a trusted legacy


1.2 crore+

Investor folios


190+

Financial centers across India


A LEGACY OF FIRSTS

2017
2019
2020
2022
2023


2023



 * Completed 20 years as UTI Asset Management Company Limited 
 * Entered 60th year of establishment as Unit Trust of India



Learn More About Us


KNOWLEDGE CENTRE

Curated For




DIFFERENCE BETWEEN FINANCIAL YEAR (FY) AND ASSESSMENT YEAR (AY) - ALL YOU NEED
TO KNOW





As per income tax laws, all taxpayers must file their Income Tax Return (ITR)
for the previous year, within the prescribed due dates,  during the assessment
year.
The due date for filing tax returns for salaried taxpayers & non-audit
businesspersons and professionals is usually July 31. Sometimes this date may be
extended by the Finance Ministry.

Since the terms  'financial year', 'previous year' and 'assessment year' are
often used in income tax laws, it’s helpful for all taxpayers to know their
basic meaning. Read on to know the meaning and importance of these terms.

What is Financial Year?
A financial year (FY) is a period of 12 months starting on April 1 and ending on
March 31 of the following calendar year. This is the time period when income is
earned, and this income will be subject to tax in the following year. During the
FY, an individual may earn his/her salary, incur expenses and profits on a
business, earn dividend income from mutual funds or



Read More...


TAX DEDUCTED AT SOURCE: WHAT IS TDS AND WHY IS IT IMPORTANT?





TDS stands for Tax Deducted at Source. As the name suggests, this tax is
deducted by the income payer (deductor) while  making a payment to the deductee.
Such taxes are



Read More...


DOES INVESTMENT IN MUTUAL FUNDS REQUIRE A DEMAT ACCOUNT?





A demat account is a digital account available through depositories, whereby
investors can hold their  securities   in a dematerialised or digital form.
Investors can use it for multiple securities like



Read More...


WHAT ARE COMMODITY FUNDS AND HOW DO THEY WORK?





Investors can choose from various mutual fund schemes depending on their
financial goals, risk appetite  and investment horizon. Diversifying one's
investment portfolio to achieve better stability in a volatile market is



Read More...


WHAT ARE EXCHANGE TRADED FUNDS (ETFS)?





With the evolution of financial markets, people may find themselves flooded with
several options for  investing their savings. These include fixed/recurring
deposits, mutual funds, government bonds, stocks, etc. Among these options,



Read More...
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DID NOT FIND WHAT YOU WERE LOOKING FOR?

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INVESTOR CHARTER

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Frequently asked questions

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How can I register?
What are the ways I can login?
How can I unlock my account?
How can I reset my password?
What facilities are available in the app?
How can I retrieve my username?
I am not an existing investor with UTI. Can I login?
How can I reset my MPIN?
Can mutliple users, login with the same app?


UTI MF APP



Download the app from android playstore or apple appstore.
Create an account or login with your existing credentials to get
started with your investment journey,





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 * About Us
 * Overview
 * Board of Directors
 * Key Managerial Personnels
 * Trustees
 * Sponsors
 * Fund Managers
 * Media
   

 * Our Products
 * Trending Funds
 * Debt Funds
 * Hybrid Funds
 * Index Funds
 * ETFs
 * Solution Oriented Funds
 * Liquid Funds
 * Investment Ideas
   

 * Learn
 * Articles
 * Blogs
 * From CIO's Desk
 * Market Insight
 * Videos
 * Infographics
 * Glossary
   

 * Tools & Calculators
 * SIP Calculator
 * Lumpsum Calculator
 * Goal Calculator
 * Risk Analyser
 * Retirement Calculator
 * Children's Education Calculator
 * Wealth Builder Calculator
 * Personal Tax Calculator
   

 * Other Businesses
 * National Pension Scheme
 * Alternative Investment Funds
 * Portfolio Management Services
   

 * Shareholder Corner
 * Investor Relations
 * AMC Annual Report
 * Regulation 46 of LODR
   

 * Service
 * Statements
 * Forms
 * Downloads
 * Digital KYC
 * Unclaimed Dividend/ Payout
 * Transmission
   

 * Useful Links
 * Circulars on Nomination for Mutual Fund Unit Holders
 * Careers at UTI
 * NRI Centre
 * Total Expense Ratio (TER)
 * Non Business Days 2024
 * FAQs
 * Privacy policy
 * Disclaimer
 * Disclosure of Executive Remuneration
 * Link to ODR
 * Corporate Investors
   

 * Online Dispute Resolution (ODR) Mechanism
 * ODR Portal
 * Related SEBI circulars
   

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Mutual Fund investments are subject to market risks, read all scheme related
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