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UTI - Flexi Cap Fund-Growth Option - Direct

UTI Mutual Fund · Equity · mandate: ≥65% in equities, any market cap · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
22,328 cr
TER direct / regular
1.04% / 1.66%
Active return /yr (full)
-4.0%
Score
25
Rank (Score, pool)
#242 of 245
Percentile (full, pool)
4
IR vs benchmark
-0.57
CAGR (absolute)
9.4%
Max drawdown
-26.1%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

20192020202120222023202420252026-14219Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

2013201420152016201720182019202020212022202320242025202689375661Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

20132014201520162017201820192020202120222023202420252026-26-130Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22-5.3%-4.6%-0.61187.2%21.6%16.2%12
FY23-7.7%-10.7%-1.4225.7%-1.6%-9.3%12
FY24-16.2%-17.6%-1.8846.6%40.1%23.9%12
FY255.9%3.3%1.13784.8%5.9%11.8%12
FY26-7.1%-7.8%-1.5924.8%-3.1%-10.2%12
FY27*9.1%7.3%2.49817.5%15.1%24.2%5
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019+0.2+0.4+0.8+1.3
2020+3.7+3.4-0.4-1.5-0.1-1.0+1.2+0.3+2.7+1.3+1.3+1.5+12.9
2021-0.6-1.8+1.9-0.7-1.5+1.8+2.5+0.4-0.7+0.5+2.0-0.6+3.1
2022-5.0-0.6-2.5-1.4-1.6-0.3+1.5-1.0+0.8-3.1-3.0-0.9-15.9
2023+0.5+2.1-1.7-1.2+1.9-0.1-2.8+1.4-1.4-0.3-1.2-2.2-5.0
2024-5.3-1.4+0.1-1.6-0.0+2.0-0.2+2.2+1.3+0.3+1.7+0.8-0.5
2025+0.1+1.2-2.3+0.2-1.5+0.3+0.9+1.6-2.0-1.5-1.2-1.8-5.9
2026-1.5-2.5+1.1-1.5+1.1+2.4+4.5+1.3+4.8
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-5.7-1.3+5.0+1.6-3.0-1.1-4.9+5.6+8.2-1.4+4.3+6.6
2014-3.1+3.0+6.8+0.1+10.2+7.7+1.0+4.5+2.5+4.8+4.1-1.4+47.2
2015+5.6-0.6-0.9-3.7+3.8-1.2+3.7-4.4-0.1+0.5-1.0+0.0+1.3
2016-5.3-7.4+10.4+2.0+3.6+2.3+5.5+1.9-2.0+0.2-5.8-2.4+1.6
2017+4.3+4.6+4.1+0.8+1.3+1.1+5.0-1.8+0.1+2.2+1.5+4.1+30.7
2018+1.2-2.5-0.8+8.5-0.7+0.2+5.3+3.9-10.9-4.1+3.5+1.8+4.1
2019-1.6+0.7+6.9-1.0+0.6-0.8-5.6+0.9+5.2+4.0+1.7+1.4+12.3
2020+3.5-2.8-24.0+12.5-2.4+7.2+7.9+3.9+2.4+4.0+13.1+8.9+32.4
2021-2.5+6.0+3.0-0.3+5.5+3.8+4.0+6.9+2.7+0.8-0.8+1.8+35.0
2022-5.5-4.6+1.6-2.2-5.9-5.4+11.2+3.7-2.5+1.0+0.4-4.0-12.7
2023-2.9-0.6-1.4+3.3+5.7+4.2+1.2+0.8+0.8-3.1+5.9+5.8+20.7
2024-3.4+0.1+0.9+1.9+0.7+8.9+4.1+3.2+3.5-6.0+1.7-0.6+15.1
2025-3.4-6.6+5.0+3.5+2.1+4.1-1.9-0.2-0.8+2.8-0.2-2.0+1.7
2026-4.8-2.0-10.3+9.0+1.1+4.0+6.7+1.6+4.0

Quarterly average AUM & estimated net flows

201320142015201620172018201920202021202220232024202520262,22614,42926,632AUM (quarter avg), ₹cr
-4,1882,569
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.