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UTI Focused Equity Fund NFO Review


UTI Mutual Fund has launched new Focused Equity Fund Offer which will have a portfolio of 30 stocks across market cap. The New Fund Offer which opened on Aug 4, 2021 closes on August 18, 2021. The scheme will re-open for subscription and redemption for an ongoing basis from August 26, 2021.

Investment Objective

The investment objective of the scheme is to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps.


However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Investment Strategies

The scheme shall predominantly invest in equity and equity related securities (maximum of 30 stocks) across the market capitalization spectrum, considering the factors such as, but not limited to, business fundamentals, financial strength, sustainable cash flows, earnings growth potential, attractiveness of valuation, scalability of business, management quality etc. The fund primarily relies on bottom-up stock picking. However, would use the top-down approach from a risk management perspective.

Benchmark

Nifty 500 TRI is the benchmark for scheme. The performance of the scheme is benchmarked to the Total Return Variant of the benchmark index that is Nifty 500 Total Return Index




Asset Allocation

The Funds collected under the Scheme shall generally be invested consistent with the objective of the Scheme in the following manner:

*Debt instruments shall be deemed to include securitised debts (excluding foreign securitised debt) and investment in securitised debts may be up to 50% of Debt and Money Market instruments.

Performance of existing Flexi Cap Funds

Here is the performance of some existing focused equity funds. This would give an idea to investors on how these funds have performed in medium to long term. Returns indicated here are annualized returns

Fund Managers

Mr. Sudhanshu Asthana is the fund managers of UTI Focused Equity Fund and Mr. Kamal Gada is the dedicated Fund Manager for making overseas investments

Suitability

This product is suitable for investors who are seeking*:

  • Long term capital Growth

  • Investment in equity & equity related securities across market capitalization in maximum 30

  • Investors whose time horizon is five years or more, this scheme may be suitable for them.

If you have any query or wants any assistance please Call 9837346090 or fill your details by clicking below we will call you

You can also contact us via WhatsApp

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them

Note: The above information has been sourced from the Scheme Information Document provided by UTI Asset Management. Read the entire document before investing,

Disclaimer: Jaiprakash (ARN/Distributor - 70524; brand name Vasundhra Investment ) is the

distributor of the mutual fund. Please consult your investment advisor before investing

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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Disclaimer

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The author of this Blog is a AMFI registered Distributor. None of his blog or articles to be treated as advice of investments. These are just educational in nature.

 

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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