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An open-ended thematic equity scheme investing predominantly in equity and equity related securities of Multi-National Companies with a focus on quality, growth and relative valuation
A thematic equity fund investing primarily in securities of Multi-National Companies
- The Fund predominantly invests in stocks of MNCs having operations in the domestic Indian markets. - MNCs as a thematic set of stocks have shown operational & capital allocation efficiencies, strong cash flow generation, brand/ technology strengths resulting in high RoE/RoCE profiles with both domestic and exports growth opportunities. - The Fund endeavours to invest in companies which are characterized by low financial leverage and has high potential to lead pricing in their respective sectors. - The Fund provides a differentiated portfolio of quality MNCs, typically not very commonly held by pure diversified equity funds. - The Fund has delivered stable performance with relatively lower volatility.
W.e.f. 06-04-2015 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 (minimum 80% of the total assets would be in equity and equity related instruments of multi-national corporations/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 up to 50% of its debt portfolio in securitized debt
The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of multinational companies. 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 theme of investing predominantly in equity and equity related securities of Multi-National Companies
- Predominantly invests in stocks of MNCs having operations in the domestic Indian markets - Portfolio construction driven by the “wide economic moat” - Focuses on quality, growth and relative valuation - Emphasizes on high ROE, efficient capital allocation and cash flows - Open to invest in good companies in bad times with a potential to improve financials - Active weights with an aim to generate superior risk adjusted returns
This product is suitable for investors who are seeking*: Long term capital appreciation. Investment predominantly in equity and equity related securities of Multi-National 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 thematic equity scheme investing predominantly in equity and equity related securities of Multi-National Companies with a focus on quality, growth and relative valuation
UTI MNC Fund is an open ended equity scheme following the theme of investing predominantly in equity and equity related securities of Multi-National Companies.
- The Fund predominantly invests in stocks of Multinational Corporations (MNCs) having operations in the domestic Indian markets.
- MNCs have shown operational & capital allocation efficiencies, strong cash flow generation, brand / technology strengths resulting in high RoE / RoCE profiles with both domestic and exports growth opportunities.
- The Fund provides a diversification opportunity through a differentiated offering especially due to the sector composition of the underlying index.
- The Fund has delivered stable performance with relatively lower volatility.
Investing in UTI MNC 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.
- MNCs have shown operational & capital allocation efficiencies, strong cash flow generation, brand/ technology strengths resulting in high RoE / RoCE profiles with both domestic and exports growth opportunities.
- The Fund provides a diversification opportunity through a differentiated offering especially due to the sector composition of the underlying index.
- The Fund exhibits long-term performance track record, outperformance over the benchmark with relatively lower volatility over longer period of time.