uti focussed equityUTI Mutual Fund launched new fund offer UTI Focused Equity Fund-Series I, 1100 days closed ended scheme. The NFO Opens for subscription on 13 Aug. 2014 & closes on 27 Aug. 2014.  No entry load will be applicable for the scheme.

[Download id not defined] 

Scheme Details

Key Scheme Feature 
Scheme NameUTI Focused Equity Fund - Series I
Fund HouseUTI Mutual Fund
TypeClosed Ended - 1100 days
Category
BenchmarkS&P BSE 200
Option Growth / Dividend
Fund ManagerAnoop Bhaskar & Lalit Nambiar
 [Download id not defined]
Scheme NameUTI Focued Equity Fund-Series I
NFO Open13 Aug 2014
NFO Close27 Aug 2014
Scheme Type1100 days close ended scheme
PlanRegular
Minimum Application AmountRs 5000
Load StructureFor Purchase during NFO : Entry & Exit - NIL

Cheque Details            : “UTI Focused Equity Fund-Series I”

Who can Invest

This product is suitable for investors:

  • Seeking long term capital appreciation
  • With risk appetite of investing in Equities
  • Investors willing to take exposure in equity and equity related securities

Objective

Investment Objective for Series I

  • To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities , including equity derivatives, in the Indian market with focus on small & mid cap stocks.
  • The scheme will without any capitalization bias endeavor to invest in either growth stocks or value stocks or both.

Stock Selection Idea (Portfolio Construction )

The fund will select stocks from within the investment universe based on following criteria

  • No of Stock (Maximum) : 30 Stocks
  • No capitalization bias
  • No theme bias
  • Single Stock Limit 8%
  • Any Sector not more than 30% of Portfolio
  • Company earning greater than 50 Cr.

 

 

 

[Download id not defined]

Contact Us for Investment

rajendra@puneinvest.com

Mobile 7719917444