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An open-ended equity scheme following a quantitative investment theme
An open-ended equity scheme investing across large cap, mid cap and small cap stocks aiming to perform across market cycles, the fund invests across large-cap, mid-cap, and small-cap stocks— aiming to balance stability, growth, and returns. It blends the three S’s: dynamically adapting to Style shifts, maintaining disciplined allocation across Sizes, and capturing Sector opportunities spread across market capitalization.
1% if redeemed/ switched-out within 90 days from the date of allotment: Nil thereafter
SIP, SWP, STP, Flexi STP
The scheme shall seek to generate long-term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
Presenting the UTI Multi Cap Fund — a diversified equity fund that taps into the potential of large, mid, and small-cap stocks. The scheme must maintain a minimum allocation of 25% of its total assets to each market capitalization category – Large Cap, Mid Cap, and Small Cap – as per regulatory classifications, allowing them to ride on the relative stability of large caps, the growth potential of mid-caps, and the high-growth opportunities in small caps. Whether the market moves up or down, a multi cap approach brings the benefit of diversification, and aims for long-term wealth creation.
An open-ended equity scheme following a quantitative investment theme
- Uniquely Positioned: Distinct portfolio relative to broader market indices with higher mid & small cap exposure providing potential for higher returns in long-term
- Disciplined Strategy: A disciplined well-articulated strategy to be executed continuously through market cycles aimed at achieving both higher returns & stability
- Optimal Portfolio Diversification: Stocks across sectors, sub-sectors, Styles (Growth & Value) and market capitalization
- Leverage of Research Expertise: Large Research Team tracking wide set of companies
- Long term capital appreciation
- Investments predominantly across large cap, mid cap and small cap stocks
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
- Investors with a High-risk appetite
- Seeking long term capital growth
Presenting the UTI Multi Cap Fund — a diversified equity fund that taps into the potential of large, mid, and small-cap stocks. The scheme must maintain a minimum allocation of 25% of its total assets to each market capitalization category – Large Cap, Mid Cap, and Small Cap – as per regulatory classifications, allowing them to ride on the relative stability of large caps, the growth potential of mid-caps, and the high-growth opportunities in small caps. Whether the market moves up or down, a multi cap approach brings the benefit of diversification, and aims for long-term wealth creation.
Markets are dynamic, and different segments (large, mid, and small caps) outperform at different times. A multi-cap approach allows investors to participate across all these segments, rather than being restricted to just one.
This diversified exposure helps:
- Capture growth opportunities across market cycles
- Balance risk and return potential
- Benefit from mid and small-cap growth while maintaining large-cap stability
Over the long term, this approach has the potential to deliver relatively better outcomes compared to a single market-cap strategy.
A multi-cap fund invests across large, mid, and small-cap stocks, offering a balanced portfolio.
- Large caps provide stability
- Mid caps offer growth potential
- Small caps have the potential to deliver higher returns over time
This combination helps investors navigate different market phases, reduce dependency on a single segment, and build a more resilient long-term portfolio.
UTI Multi Cap Fund is designed to offer a well-rounded investment approach through:
- Diversified exposure across market caps, sectors, and styles
- Strong research backing with a dedicated investment team
- Focus on the potential for long-term wealth creation
It is suitable for investors looking for:
- Diversification across market capitalizations
- A long-term investment horizon
- Willingness to take relatively higher risk for potential growth
The fund follows a blend of growth (quality) and value investing styles, focusing on three key opportunity buckets:
- Transformation opportunities
Companies undergoing temporary challenges but with strong recovery potential - Sustainable (quality/growth) businesses
Companies with strong fundamentals, consistent growth, and competitive advantages - Cyclical (value) opportunities
Businesses available at attractive valuations with potential for earnings revival
The fund uses UTI AMC’s proprietary Score Alpha framework for stock selection.
This framework evaluates companies based on:
- Operating Cash Flow (OCF)
- Return on Capital Employed (RoCE)
It helps in identifying:
- Companies with a track record of performance
- Financially strong companies
- Businesses with sustainable growth potential
This fund may be suitable for investors who:
- Are looking for long-term wealth creation
- Want diversified exposure across market caps
- Are comfortable with higher market volatility
A diversified equity fund that taps into the potential of large, mid, and small-cap stocks
Minimum allocation of 25% of its total assets to each market capitalization category
Allows investors to ride on the relative stability of large caps, the growth potential of mid-caps, and the high-growth opportunities in small caps
Distinct portfolio relative to broader market indices with higher mid & small cap exposure providing potential for higher returns in long term
Whether the market moves up or down, a multi cap approach brings the benefit of diversification and aims for long-term wealth creation.
Suitable for investors with a long term horizon with a high risk appetite in the wealth creation journey.
A disciplined allocation across market capitalisation aimed at achieving both higher returns & stability
Whether the market moves up or down, a multi cap approach brings the benefit of diversification and aims for long-term wealth creation.
Suitable for investors with a long term horizon with a high risk appetite in the wealth creation journey.
Stocks across sectors, sub-sectors, Styles (Growth & Value) and market capitalization
Whether the market moves up or down, a multi cap approach brings the benefit of diversification and aims for long-term wealth creation.
Suitable for investors with a long term horizon with a high risk appetite in the wealth creation journey.
Large research team tracking wide set of companies
Whether the market moves up or down, a multi cap approach brings the benefit of diversification and aims for long-term wealth creation.
Suitable for investors with a long term horizon with a high risk appetite in the wealth creation journey.