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A thematic equity fund investing in companies engaged directly or indirectly in infrastructure related activities
- A thematic equity fund aiming to provide long-term growth to investors through an active investment in companies engaged directly or indirectly in infrastructure related activities. - The fund invests minimum of 80% in stocks of companies related to the infrastructure sector. - The fund provides risk diversification by way of investments in several stocks of the same sector in a cost-effective manner. - The fund follows growth investment style with moderate stock concentration. - Infrastructure as a theme is a multi sector opportunity invloving Asset Creators, Asset Financers and Asset Owners.
W.e.f. 01/04/2021 Exit Load : 1.00% if redeemed before 30 days from the date of investment.
SWP/Redeem/SIP/STRIP/Switch
Not Applicable
Equity and equity related instruments (minimum 80% of the total assets would be in equity and equity related instruments of companies related to the Infrastructure theme): 80-100% (Medium to High) Debt and Money Market instruments including securitized debt#: 0-20% (Low to Medium) Units issued by REITs & InvITs: 0-10% (Medium to High) #The fund may invest up to 50% of its debt portfolio in securitized debt
The investment objective of the Scheme is to provide long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged either directly or indirectly in the infrastructure areas of the Indian economy. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Thematic
An open ended equity scheme following the Infrastructure theme
- The Fund would predominantly invest in stocks of companies engaged in the Infrastructure areas of the India economy. - Infrastructure sector is a key driver for the economy, playing an important role in propelling India’s overall development. - Emphasizes on bottom-up strategy for stock selection - Positioned to profit from the early revival in the investment cycle - Agnostic to market capitalization and may take concentrated exposure to certain stocks or sectors
This product is suitable for investors who are seeking*: Long term capital appreciation. Investment predominantly in equity and equity related securities of companies forming part of the infrastructure sector. 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 fund following the infrastructure theme. The Fund aims to generate capital appreciation by investing in companies engaged either directly or indirectly in infrastructure related activities.
UTI Infrastructure Fund is an open ended equity scheme following the Infrastructure theme. The Fund aims to generate capital appreciation by investing in companies engaged either directly or indirectly in infrastructure related activities.
- Increasing spends on Infrastructure by Govt. of India would potentially drive the Infrastructure sector to outperform over broader indices in the medium to long term.
- The Fund provides risk diversification by way of investments in several stocks of the same sector in a cost-effective manner.
- The Fund is an ideal fund for a tactical allocation, with relatively better return potential over the diversified equity funds.
Investing in UTI infrastructure fund is very simple. Investors can simple log on to utimf.com or use UTI Buddy Application and start investing subject to KYC compliance. Investors may also approach nearest UTI Financial Centers (UFCs). Alternatively, you may also approach mutual fund distributors, financial advisors or various online platform for investments.
- Infrastructure sector is a key driver for the Indian economy and plays an important role in propelling India’s overall development and enjoys major focus by the Govt. in creation of world class infrastructure in the country.
- The Fund would predominantly invest in stocks of companies which are engaged directly or indirectly in the Infrastructure growth and development in India.