- 163 views
An open ended equity scheme investing in leading businesses with sustainable competitive edge
The Fund follows the Growth at Reasonable Price (GARP) strategy with a focus on companies with competitive advantage. The Fund predominantly invests in companies of large market capitalization available at reasonable valuation considering the expected earnings growth. A low-churn portfolio which endeavours to create long-term wealth.
For subscriptions received w.e.f. June 4th, 2018, applicable Exit load: Redemption/Switch out within 1 year from the date of allotment : (i) Upto 10% of the allotted Units - NIL (ii) Beyond 10% of the allotted Units- 1%.
SWP/Redeem/SIP/STRIP/Switch
Not Applicable
Equity & equity related instruments (minimum 80% of the total assets would be in equity and equity related instruments of large cap companies): 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 upto 50% of its debt portfolio in securitized debt.
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of large cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Large Cap
Large Cap Fund - An open ended equity scheme predominantly investing in large cap stocks.
- India’s first equity oriented fund launched in October 1986.
- The Fund takes a top down view for sector active weights and then uses bottom up approach for stock selection.
- The Fund maintains a well-diversified portfolio and avoids sector as well as stock concentration.
This product is suitable for investors who are seeking*: Long term capital appreciation. Investment predominantly in equity instruments of large cap companies. 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
India’s first equity oriented fund launched in October 1986. An open-ended equity scheme predominantly investing in large cap stocks.
UTI Mastershare Unit Scheme is India’s first equity oriented fund launched in October 1986 that predominantly invests in leading businesses with large market capitalization. The fund looks for companies that are available at reasonable valuation considering their expected earnings growth, also called as GARP strategy.
The Fund invests in large capitalised companies having competitive advantages by following Growth at Reasonable Price (GARP) investment style
- The Fund takes a top-down view for sector active weights and then uses bottom-up approach for stock selection; this enables the fund to mitigate the return divergence
- The Fund maintains a well-diversified portfolio and avoids sector as well as stock concentration; this could be a shield against risk of market volatility and limiting portfolio drawdowns
- Suitable for investors looking to build their core equity portfolio for long-term wealth creation.
Investing in UTI mastershare 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.
Tax Implication on UTI mastershare
- Large cap mutual funds could help in steady wealth creation and may have relatively lower volatility.
- Investors with relatively lower risk tolerance, but would want to take exposure in equities may consider investing in large-cap funds as they are potential of withstanding a bear markets.
- Suitable for investors looking to build their core equity portfolio for long-term wealth creation.