UTI Bluechip Flexicap (Equity, Multi Cap)

Moderately High
13 yrs 1 monthsStarted on:30 Jan 2006
₹ 2278.2 Cras on: 02 May 2018
Long Term Horizon
2.38%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD4.92
1 Month5.85
3 Month6.12
1 YR23.69
2 YR21.82
3 YR12.81

SIP Returns

TenureReturns (CAGR)
1 YR24.78
2 YR22.79
3 YR19.3
5 YR16.5
10 YR14.11

Portfolio

Company Name% Assets
Bajaj Finance Ltd.6.64
Indusind Bank Ltd.5.91
HDFC Bank Ltd.4.79
Yes Bank Ltd.4.75
Infosys Ltd.3.93
Kotak Mahindra Bank Ltd.3.34
Housing Development Finance Corpn. Ltd.2.88
Tata Consultancy Services Ltd.2.67
MindTree Ltd.2.6
Motherson Sumi Systems Ltd.2.59

Top Sectoral Holdings

Sector Name% Assets
Financial32.05
Healthcare12.36
Technology9.2
Automobile8.26
Chemicals5.75
Services5.63
FMCG5.53
Engineering5.22
Cons Durable3.6
Textiles3.14

Indicators

LabelValue
Portfolio turnover ratio7
Standard Deviation13.41%
Sharpe Ratio0.67

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 22 Feb 19 132.91
    Returns since inception (CAGR) 12.08%
    Value Research