UTI Mutual Fund’s UTI Flexi Cap Fund, one of the oldest schemes in the category, continues to focus on sustainable businesses and long-term wealth creation. Launched in 1992, the fund had an asset corpus of over Rs 22,390 crore as of October 31, 2026.
Following a growth-oriented investment strategy, the fund invests across large-cap, mid-cap and small-cap companies, with its philosophy resting on three pillars: Quality, Growth and Valuation. It focuses on businesses with consistent returns on capital employed (RoCE) and return on equity (RoE), predictable long-term growth, strong cash flows and experienced management. Valuations are assessed alongside business fundamentals, reinvestment opportunities and free cash flow.
The fund’s top 10 holdings include Eternal, ICICI Bank, Bajaj Finance, HDFC Bank, Coforge, Persistent Systems, Titan Company, Bharti Airtel, Kotak Mahindra Bank and Info Edge (India), together accounting for around 46 per cent of its portfolio as of October 31, 2026.
In Siliguri, the fund’s diversified equity investment approach could attract investors from the city’s growing business and professional communities seeking long-term financial planning options. Its focus on established businesses across market capitalisations offers exposure to different segments of the equity market.
The scheme is positioned for investors with a moderate risk profile and an investment horizon of at least five to seven years, seeking long-term capital appreciation.
