Flexi cap
The manager can buy companies of any size. Grew 12.9% a year (Direct) since 2013.
- Last 5 years
- 3.2%
- Typical 5-year return
- 15.2%
- Worst fall
- −33.9%
- ₹5,000 a month since 2016
- ₹12.1 lakh
average yearly growth
median of every 5-year window
from a high, Mar 2020
from ₹6.5 lakh put in
- UTI Flexi Cap (Direct)
- Nifty 50 index fund
One point per week, so a single worst day can sit slightly below the line.
What the Regular plan cost here
Invested in both plans on 2 Jan 2013. The Regular plan grew about 0.6% a year slower over 13.8 years.
₹4.0 lakh
lost to commission, so far
Direct grew to ₹53.5 lakhRegular to ₹49.5 lakh