Value Invest

03/08/2021

UTI Focused Equity Fund
An open ended equity scheme investing in maximum 30 stocks across market caps

🎯 NFO Opens on 4th August 2021 & Closes on 18th Aug 2021


👉Focused investing is about high-conviction and has two dimensions :

1. The first is to hand-pick a select set of companies from the larger universe by relying on our investment process and rich investment experience to separate the wheat from the chaff.

2. Second is to build the portfolio to demonstrate the conviction by building significant portfolio positions in each company, which can accentuate the portfolio outcome.

👉UTI Focused Equity Fund endeavours to build a concentrated portfolio of upto 30 select high-conviction ideas. The core of the portfolio is built around companies with steady cash flows and growth potential. The Fund is optimally diversified across sectors and Market Capitalization.

🤔 Why invest in UTI Focused Equity Fund?

👉 The Fund focuses on high quality businesses determined by their high ROCEs with long-term sustainable growth. Also focuses on companies where there is a visibility of business transformation and businesses that might undergo cyclical headwinds. The portfolio has the potential to earn relatively better returns than the broader markets, led by high-conviction and concentrated approach backed by research expertise and risk assessment framework.

👉 Concentrated Portfolio: Exposure to hand-picked high-conviction ideas

👉 Leverage of Research Expertise: Experienced fund management team tracking large-set of companies

👉 Optimal Portfolio Diversification: Maximum of 30 stocks across sectors and market capitalization

👉 Uniquely Positioned:
Distinct portfolio relative to broader market indices with potential for alpha creation


🤔 Who should invest in UTI Focused Equity Fund?

👉 Investors looking for a high-conviction and concentrated portfolio backed by research expertise and risk assessment framework

👉 Investors who have a long-term goal of wealth creation and aiming to balance an overall conservative portfolio construct with high-risk strategy

For investment and details about this NFO you can call us on 7303233880 or even whatsApp us on 9820878928

14/07/2021

IPO opens today!
For applying in this IPO contact us on 7303233880

07/07/2021

To invest in this mutual fund and to create wealth contact us now.

03/07/2021

Invest in mutual funds now to get maximum benefit of wealth creation and financial freedom. Consult with us for more.

22/07/2020

SIP is most ideal in all the situations of a financial cycle. Smoking is addictive but getting addicted to SIP is a need of the hour. It is rightly said that the day to start any investment is today. So why wait? Contact us for your investment in new SIP, Step-up SIPs, additional investments and Tax saving schemes now.

28/09/2019

Soft Launch - 30th September. 2019. For details keep watching this space.

11/09/2019

Now introducing "Life Cover" along with SIP in mutual funds. Now get two at the price of one with no additional premium. To know more and for details kindly connect us on 7303233880 or comment here.

09/09/2019

SIP - A perfect plan to grow your investments gradually thereby inculcating the habit of savings. For investment in SIP kindly call us at 7303233880

04/09/2019

03/09/2019

Wishing everyone a Happy Gnesh Chaturthi!

29/08/2019

Tomorrow last day remain to invest in this multicap NFO from Sundaram Mutual. Hurry! To invest call/message us on 7303233880.

24/08/2019

SIP is a way to invest in a systematic way at regular intervals. This helps more in compounding returns and acts a law of average in building up units in the portfolio. To know or to invest kindly connect (WhatsApp/Call) us at 7303233880