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UTI - Flexi Cap Fund-Growth Option is an equity scheme managed by UTI Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 9.61%, with the bottom and top quartiles at 7.99% and 12.48% respectively. It has ranked in the top half of its category for 4 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.63% on assets of ₹22,168Cr. The fund is currently managed by Mr. Ajay Tyagi, appointed within the last year.
Lower is better.
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -17.58% | -0.66% | 9.51% | 20.88% | 81.81% | 72.9% |
| 3Y | 3.38% | 7.99% | 9.61% | 12.48% | 23.20% | 100.0% |
| 5Y | 4.66% | 7.17% | 12.03% | 16.20% | 19.81% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| BANK OF INDIA Flexi Cap Fund Direct Plan -Growth | Bank of India Mutual Fund | ₹2,388 Cr | 1.54% | +22.14% | +18.20% | 5★ |
| BANK OF INDIA Flexi Cap Fund Regular Plan -Growth | Bank of India Mutual Fund | ₹2,388 Cr | 2.96% | +20.41% | +16.45% | 5★ |
| ITI Flexi Cap Fund- Direct Plan- Growth | ITI Mutual Fund | ₹1,290 Cr | 1.29% | +19.79% | — | 5★ |
| Invesco India Flexi Cap Fund - Direct Plan - Growth | Invesco Mutual Fund | ₹4,816 Cr | 0.60% | +18.62% | — | 5★ |
| Motilal Oswal Flexi cap Fund Direct Plan-Growth Option | Motilal Oswal Mutual Fund | ₹12,770 Cr | 1.07% | +18.54% | +12.52% | 5★ |
| quant Flexi Cap Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹6,647 Cr | 1.99% | +18.52% | +16.77% | 4★ |
| ITI Flexi Cap Fund- Regular Plan- Growth | ITI Mutual Fund | ₹1,290 Cr | 2.52% | +17.79% | — | 4★ |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | Motilal Oswal Mutual Fund | ₹12,770 Cr | 1.91% | +17.54% | +11.55% | 4★ |
| HSBC Flexi Cap Fund - Regular Growth | HSBC Mutual Fund | ₹5,405 Cr | 2.30% | +17.16% | +13.99% | 4★ |
| HDFC Flexi Cap Fund - Growth Plan | HDFC Mutual Fund | ₹1,00,479 Cr | 1.27% | +17.03% | +16.95% | 5★ |