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An open-ended equity scheme investing predominanty in mid cap companies with scalable business models and long growth runway
The Fund’s focus is on companies with scalable business models and long growth runway. A part of the Fund would invest in good companies whose business/s are going through transitory phase of weakness, which is also known as turnaround strategy. It would also invest in businesses undergoing a transformational change. The Fund would pursue a pure bottom-up approach for stock picking, therefore agnostic to sectors but would have prudential diversification in the portfolio.
W.e.f. 06-04-2015 Exit Load: Less than 1 year - 1.00%, Greater than or equal to one year - Nil
SWP/Redeem/SIP/STRIP/Switch
Not Applicable
Equity and equity related instruments (minimum 65% of the total assets would be in equity and equity related instruments of mid cap companies): 65-100% (Medium to High) Debt and Money Market instruments including securitized debt#: 0-35% (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 objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of mid cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Mid Cap
Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks.
• A true-to-label mid-cap fund with a focus on scalable business models and a long growth runway • The Fund house cover a large cross section of companies in the mid/ small-cap universe. Coupled with strong investment processes, this enables the fund to benefit from these opportunities • The Fund endeavors to manage high volatility in mid-caps by prudent diversification and risk management • The Fund follows a patient long-term approach towards the companies in its portfolio
This product is suitable for investors who are seeking*: Long term capital appreciation. Investment predominantly in mid 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
An open-ended equity scheme predominantly investing in mid cap stocks. The Fund focuses on companies with scalable business models and long runway for growth.
UTI Mid Cap Fund is an open-ended equity scheme predominantly investing in mid cap stocks.The Fund endeavors to invest predominantly in mid capitalized companies which are believed to be in sweet spot, therefore enjoy the opportunities for healthy growth. The Fund focuses on companies with scalable business models and long runway for growth. It also maintains a well-diversified portfolio and follows a patient approach towards companies in the portfolio.
- A portfolio of mid-caps tends to offer higher growth potential than large -cap stocks, however, this is accompanied by potentially higher volatility. UTI Mid Cap Fund endeavors to manage volatility by prudent diversification and risk management.
- A true-to-label mid-cap fund with a focus on scalable business models and long growth runway.
- The Fund house covers a large cross section of companies in the mid/ small-cap universe. Coupled with strong investment processes, enables this fund to benefit from such opportunities.
- With a bottom-up process, the fund has a blend approach for both value and growth style investing with growth bias.
Investing in UTI midcap 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.
- Mid-cap companies operate and cater to niche markets, thereby potential of high return on capital and economic value
- A portfolio of mid-cap companies tends to offer higher growth potential as some of the mid-cap companies operate and cater to niche markets, thereby generating high return on capital and create wealth.
- Mid-caps stocks are generally less tracked or underfollowed by the analysts at large, therefore it provides the fund managers to benefit from higher growth potential by picking the quality stocks available at mispriced valuation or undervalued stocks.
- Mid-cap stocks sometimes would have relatively lower liquidity, however, this is generally addressed by the fund managers through portfolio diversification.
- Investing in mid-cap funds in-addition to other market cap based funds enables one to diversify the investment portfolio and manage the risks across the market cycles.
- A well-diversified mid-cap fund could supplement one’s core equity holding and generate wealth over the long-term.
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