UTI 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 =””] [wptabs mode=”horizontal”]
[wptabs mode=”horizontal” background=”false”]
[wptabtitle] Scheme Details[/wptabtitle] [wptabcontent]Key Scheme Feature
| Scheme Name | UTI Focused Equity Fund - Series I |
|---|---|
| Fund House | UTI Mutual Fund |
| Type | Closed Ended - 1100 days |
| Category | |
| Benchmark | S&P BSE 200 |
| Option | Growth / Dividend |
| Fund Manager | Anoop Bhaskar & Lalit Nambiar |
| Scheme Name | UTI Focued Equity Fund-Series I |
|---|---|
| NFO Open | 13 Aug 2014 |
| NFO Close | 27 Aug 2014 |
| Scheme Type | 1100 days close ended scheme |
| Plan | Regular |
| Minimum Application Amount | Rs 5000 |
| Load Structure | For 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
[/wptabcontent]
[wptabtitle] Objective[/wptabtitle] [wptabcontent]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.
[/wptabcontent]
[/wptabs][download id =””]
rajendra@puneinvest.com
Mobile 7719917444
