PuneinvestPuneinvest
  • Mutual Fund
  • Fixed Deposit
  • SIP Cancellation
  • Capital Gain Bond
  • Web Stories
  • Financial Planning
Reading: UTI Small Cap Fund
Share
Aa
PuneinvestPuneinvest
Aa
  • Mutual Fund
  • Fixed Deposit
  • SIP Cancellation
  • Capital Gain Bond
  • Web Stories
  • Financial Planning
Search
  • Mutual Fund
  • Fixed Deposit
  • SIP Cancellation
  • Capital Gain Bond
  • Web Stories
  • Financial Planning
Follow US
© Foxiz News Network. Ruby Design Company. All Rights Reserved.
Puneinvest > Blog > New Fund Offer > UTI Small Cap Fund
New Fund Offer

UTI Small Cap Fund

Last updated: 2022/12/03 at 1:54 PM
Rajendra Todkar Published December 2, 2020
Share
- Advertisement -

NFO Details – UTI Small Cap Fund

NFO Start DateDec 2 , 2020
NFO End DateDec 16, 2020
Scheme TypeOpen Ended
CategoryEquity – Small Cap
NFO Details

Object of Scheme

The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved

Contents
NFO Details – UTI Small Cap FundObject of SchemeSuitabilityFund ManagerRisk FactorInvestment StrategiesHow should Invest in UTI Small Cap Fund?BenchmarkExit LoadMinimum Investment

Suitability

This scheme is suitable for investors with moderately high-risk appetite who are – Interested in long term capital appreciation & income.

Interested in investing in an equity scheme which invests in undervalued securities.

Fund Manager

Mr. Ankit Agarwal is the dedicated Fund Manager of UTI Small Cap Fund

- Advertisement -

Qualifications :  B.Tech, PGDM (General Management), IIM-Bangalore

He joined UTI in August 2019 as Fund Manager – Equity with Dept. of Fund Management. He has more than 13 years of experience. Prior to joining UTI he was working with Lehman Brothers and Barclays Wealth. He had been associated with Centrum Broking Ltd. in the capacity of Senior Vice President.

Mr. Kamal Gada is the dedicated Fund Manager for making overseas investments

Qualifications : B.Com, CA, CS, CFA 

Mr. Kamal Gada is Senior Associate Vice President. He is a CFA Charter holder from CFA Institute. He has completed CA from ICAI. He graduated in Bachelor of Commerce in 2003 from Mumbai University. He began his career with BPCL as Senior Accounts Officer in 2004. Kamal joined UTI AMC in 2008 as Research Analyst. Presently he has been designated as Fund Manager for Overseas Investments. He has over 12 years of experience in Equity Research.

Risk Factor

Relative Volatility:

Small-cap stocks are more susceptible to volatility due to their size. Usually, its price fluctuation in the short-term can be way higher than its peers in mid and large segment. While, downward market movement can be adverse for a small-cap fund, in upward market trend such funds may give the highest returns as compared to large-cap or mid-cap funds.

Liquidity: A stock’s liquidity generally refers to how quickly shares of a stock can be bought or sold without substantially impacting the stock price. Given that small cap companies tend to issue fewer shares than larger companies, are often have less liquidity and are also more difficult to exit a position at the market price.

Impact cost: It is the cost that a buyer or seller of stocks incurs while executing a transaction due to the prevailing liquidity condition on the counter. In other words, this is a cost that the buyers/sellers incur due to lack of market liquidity. Impact cost does vary for different transaction sizes and are dynamic in nature and depends on the outstanding orders. Since, small-caps are less liquid, relative impact cost is higher for the stocks.

Investment Strategies

The scheme shall predominantly invest in equity and equity related securities of small cap companies, considering the factors such as, but not limited to, business fundamentals, financial strength, sustainable cash flows, earnings growth potential, attractiveness of valuation, scalability of business, management quality etc.

The fund primarily relies on bottom-up stock picking. However, The scheme use the top-down approach from a risk management perspective

How should Invest in UTI Small Cap Fund?

Risk Allocation : Investors looking to add a high risk strategy to balance an overall conservative portfolio construct

Return Expection : Investors seeking higher returns’ potential relative to other diversified equity funds and willing to ride the underlying higher portfolio volatility and risks

Investment Route : Investors looking for allocation either lump sum or staggered route (SIP*/STP)

Time Horizon : Investors looking for investments over medium to long-term horizon

Benchmark

Nifty Small Cap 250 TRI

Exit Load

Less than 1 year 1% exit load

Minimum Investment

Minimum amount of investment under all plans and options The minimum investment amount is ` 5000/- and in multiples of Re 1/- thereafter with no upper limit. Additional Purchase Amount ` 1000/- and in the multiple of Re.1/- without any upper limit.

You Might Also Like

New Fund Offer: Axis Business Cycle Fund

NFO – ITI Flexi Cap Fund

NFO Alert: Get Latest Information on WhiteOak Capital Balanced Advantage Fund

NFO – Tata Multi Cap Fund

NFO – HSBC Multi Cap Fund

Sign Up For Daily Newsletter

Be keep up! Get the latest breaking news delivered straight to your inbox.

By signing up, you agree to our Terms of Use and acknowledge the data practices in our Privacy Policy. You may unsubscribe at any time.
Share this Article
Facebook Twitter Email Copy Link Print
Previous Article IPO Burger King India Ltd
Next Article Axis Special Situation Fund details
- Advertisement -

Latest Post

  • New Fund Offer: Axis Business Cycle Fund
  • Stock Market Indices: Understanding Nifty, Sensex, and Other Indexes
  • The Time and Money You Need for 1 Crore via Mutual Fund SIP
  • BNPL vs Credit Cards: Which is Right for You?
  • Amazon Pay Later Review

Category

  • BNPL
  • Bonds
  • Calculators
  • Capital Gain Bond
  • Child Planning
  • Credit Card
  • Featured
  • Financial Planning
  • Fixed Deposit
  • Gold
  • health Insurance
  • IPO
  • MF SIP
  • Mutual Fund
  • Mutual Fund Overview
  • Mutual Fund Service
  • NCD
  • New Fund Offer
  • Post Office
  • Retirement Planning
  • Tax Free Bonds
  • Tax Saving Scheme

You Might Also Like

axis business cycle fund
Mutual FundNew Fund Offer

New Fund Offer: Axis Business Cycle Fund

February 2, 2023
iti flexi cap fund
New Fund Offer

NFO – ITI Flexi Cap Fund

January 27, 2023
whiteoak balanced advantage
New Fund Offer

NFO Alert: Get Latest Information on WhiteOak Capital Balanced Advantage Fund

January 22, 2023
Tata Multi cap fund
Mutual FundNew Fund Offer

NFO – Tata Multi Cap Fund

January 15, 2023
hsbc multi
Mutual FundNew Fund Offer

NFO – HSBC Multi Cap Fund

January 13, 2023
Previous Next

© 2011 Puneinvest. All Rights Reserved.

Removed from reading list

Undo
Welcome Back!

Sign in to your account

Lost your password?