Setting realistic financial goals is crucial for successful investing. Understanding the risk associated with an investment option is essential for optimal long-term outcomes. Mutual fund options can be explored to meet short-term and long-term financial goals. One mutual fund product category for long-term wealth creation is flexi-cap funds, which invest at least 65% of total assets in equity assets of companies across different market capitalizations.
UTI Mutual Fund, one of the oldest in this category, has a long-term track record of consistent performance and a corpus of over Rs. 25,503 crores. This offering is suitable for long-term investors seeking quality businesses with potential to create economic value. UTI Flexi Cap Fund’s investment philosophy is built around the three pillars of Quality, Growth and Valuation. The portfolio strategy would be to focus on businesses that have an ability to show strong growth for a long period of time and are run by seasoned managements.
UTI Flexi Cap Fund invests across market capitalization using a growth style, with top ten holdings including LTIMindtree, HDFC Bank, ICICI Bank, Bajaj Finance, Avenue Supermarts, Infosys, Kotak Mahindra Bank, Info-Edge (India), Coforge, and Titan Co. Ltd. This fund is suitable for equity investors seeking long-term capital growth and quality businesses, with moderate risk-profiles and a 5- to 7-year investment goal.
