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An open-ended equity scheme investing predominantly in innovation-oriented companies with long-term growth potential
An open-ended equity scheme investing predominantly in innovation-oriented companies with long-term growth potential. The Fund would be agnostic to benchmark and would have higher active share due to the focus on innovation. The Fund aims to manage portfolio risks with a robust risk-assessment framework. Suitable for investors seeking relatively high growth potential and willing to ride the underlying waves of innovation.
1% if redeemed/switched out within 12 months from the date of allotment. Nil thereafter
The above exit load is applicable for all redemptions/switch-out transactions including Systematic Withdrawal Plan (SWP) and Systematic Transfer Investment Plan (STRIP).
SIP/StepUP/AnyDay SIP/MicroSIP/SIP Pause, SWP, STRIP/FlexiSTRIP,
The scheme intends to provide medium to long-term capital appreciation through investment primarily in growth and innovation-oriented equity and equity-related instruments. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
An open-ended equity scheme investing predominantly in innovation-oriented companies with long-term growth potential. The Fund would be agnostic to benchmark and would have higher active share due to the focus on innovation. The Fund aims to manage portfolio risks with a robust risk-assessment framework. Suitable for investors seeking relatively high growth potential and willing to ride the underlying waves of innovation.
An open-ended equity scheme following innovation theme
- True to Label: The Fund invests in innovative businesses and disruptors
- High Growth Potential: The Fund invests in businesses with the potential of non-linear growth outcomes
- Risk Management: The Fund is governed by a robust risk-assessment framework that aims to manage portfolio risks – concentration and disruption
- Benchmark Agnostic: The Fund would have a higher active share due to the focus on innovation
This product is suitable for investors who are seeking*:
- Long-term capital appreciation
- Investment in equity and equity-related instruments following innovation theme.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors looking for a true-to-label innovation fund that is benchmark agnostic and backed by research expertise
- Investors seeking relatively high growth potential and willing to ride the underlying waves of innovation
- Investors may invest through lump sum or staggered (SIP/ STP) allocation and with a long-term horizon
An open-ended equity scheme investing predominantly in innovation-oriented companies with long-term growth potential. The Fund would be agnostic to benchmark and would have higher active share due to the focus on innovation. The Fund aims to manage portfolio risks with a robust risk-assessment framework. Suitable for investors seeking relatively high growth potential and willing to ride the underlying waves of innovation.
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- True to Label: The Fund invests in innovative businesses and disruptors
- High Growth Potential: The Fund invests in businesses with the potential of non-linear growth outcomes
- Risk Management: The Fund is governed by a robust risk-assessment framework that aims to manage portfolio risks – concentration and disruption
- Benchmark Agnostic: The Fund would have a higher active share due to the focus on innovation
UTI Innovation Fund is an open ended equity scheme investing predominantly in innovation-oriented companies.
• Ideal for investment with a time horizon of 5 years or above
• Investment through Systematic Investment Plan (SIP) may help in tackling the underlying portfolio volatility
- True to Label: The Fund invests in innovative businesses and disruptors
- High Growth Potential: The Fund invests in businesses with the potential of non-linear growth outcomes
- Risk Management: The Fund is governed by a robust risk-assessment framework that aims to manage portfolio risks – concentration and disruption
- Benchmark Agnostic: The Fund would have a higher active share due to the focus on innovation
Investors can simply log on to utimf.com or use UTI Mutual Fund Application and start investing subject to KYC compliance. Investors may also approach nearest UTI Financial Centers (UFCs). Alternatively, you may also approach your mutual fund distributor, financial advisor or various online platform for investments.
