An open-ended equity scheme is a concentrated portfolio of high conviction ideas
The investment strategy of the Fund involves investing in companies that have sustainable business models, are run by seasoned management and generate high return on invested capital (ROIC). The Fund's portfolio will be built around three key tenets. The core portfolio will be built with stocks having the potential of long-term Sustainable Growth. A portion of the portfolio will also be invested in Transformation Opportunities where its strategy is being realigned to make the outcomes more sustainable, and picks undervalued Cyclical Opportunities to benefit from mean reversion.
W.e.f. 25-08-2021 Exit Load: Less than one year: 1% and Greater than or equal to one year: Nil
SWP/Redeem/SIP/STRIP/Switch
Not Applicable
Equity and equity related instruments (Maximum 30 stocks): 65-100% (High) Debt and Money Market instruments including securitized debt*: 0-25% (Low to Medium) Units issued by REITs & InvITs: 0-10% (Medium to High) *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.
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.
Focused Equity
An open-ended equity scheme investing in maximum 30 stocks across market caps.
- The Fund is a concentrated portfolio of hand-picked, high-conviction and bottom-up ideas backed by proprietary reasearch methodology - ScoreAlpha
- The portfolio construction involves 3 segments: Sustainable Business, Cyclical Opportunities and Transformational Opportunities
- It aims for optimal portfolio diversification by investing across the market cap with no bias towards any particular sector or industry
- It is uniquely positioned with a distinct portfolio relative to broader market indices with the potential for alpha creation
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 stocks RISKOMETER *Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors looking for overall portfolio diversification - Investors who want growth with limited downside risk to their portfolio - Investors looking for tax efficient returns - Retirees looking for moderate and stable returns with low volatility - First time mutual fund investors
An open-ended equity scheme investing in a maximum of 30 stocks across market caps. The fund invests in a concentrated portfolio of high conviction ideas.
UTI Focused Equity Fund is an equity fund that invests in at least 65% of its total assets in equity assets.
Benefits of UTI Focused Equity Fund include: Concentrated Portfolio - Exposure to hand-picked high-conviction ideas Leverage of Research Expertise - Experienced fund management team tracking large-set of companies Optimal Portfolio Diversification - Maximum of 30 stocks across sectors and market capitalization Uniquely Positioned - Distinct portfolio relative to broader market indices with potential for alpha creation