UTI Bluechip Flexicap Fund (Equity, Multi Cap) NAV

Risk Moderately High

Age16 yrs 5 monthsStarted on:30 Jan 2006

AUM ₹ 2278.2 Cras on: 02 May 2018

Horizon Long Term Horizon

Expense Ratio 2.38%

Goal 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

Scheme Information DocumentsUTI Bluechip Flexicap Fund Scheme information document
FactsheetFactsheet for UTI Mutual Fund
Statement of Additional Information ( SAI )SAI of UTI Mutual Fund

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Tenure

Tenure	Returns (CAGR)
YTD	4.92
1 Month	5.85
3 Month	6.12
1 YR	23.69
2 YR	21.82
3 YR	12.81

SIP Returns

Tenure	Returns (CAGR)
1 YR	24.78
2 YR	22.79
3 YR	19.3
5 YR	16.5
10 YR	14.11

Portfolio as on 02 May 2018

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 as on 02 May 2018

Sector Name	% Assets
Financial	32.05
Healthcare	12.36
Technology	9.2
Automobile	8.26
Chemicals	5.75
Services	5.63
FMCG	5.53
Engineering	5.22
Cons Durable	3.6
Textiles	3.14

Indicators

Label	Value
Portfolio turnover ratio	7
Standard Deviation	13.41%
Sharpe Ratio	0.67

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

View All Funds Performance

UTI Equity Fund
Nav as on 11 Jun 21 ₹ 229.64
Returns since inception (CAGR) 0.00%
Value Research
Invest

	1 Year	3 Years	5 Years
	Scheme return (%)	Scheme return (%)	Scheme return (%)
UTI Equity Fund	0.00	0.00	0.00

Nav as on 11 Jun 21	₹ 229.64
Returns since inception (CAGR)	0.00%
Value Research

UTI Bluechip Flexicap Fund (Equity, Multi Cap)

Minimum Investment

Investment Objective

Exit Load

Scheme Documents

Tenure

SIP Returns

Portfolio as on 02 May 2018

Top Sectoral Holdings as on 02 May 2018

Indicators

Ajay Tyagi

Other Funds Managed by Ajay Tyagi

Funds Performance By Ajay Tyagi