UTI Focused Equity Fund NFO

New Fund Offer Opens on : Wednesday, August 4, 2021 

New Fund Offer Closes on : Wednesday, August 18, 2021 

Scheme Re-opens on : Thursday, August 26, 2021

UTI Focused Equity Fund

UTI Focused Equity Funds is an open-ended equity scheme that invests a minimum of 65% of its total assets in equity and equity related instruments and endeavours to build a concentrated portfolio of up to 30 select high-conviction stocks with steady cash flows and growth potential. With its bottom-up stock picking approach, the fund aims to create substantial long-term wealth.

What are the limits at stock/sector levels in UTI Focused Equity Fund?

UTI Focused Equity Fund can invest in a portfolio of up to 30 stocks, wherein the fund manager construct portfolio based on his conviction, growth opportunities and business environment of the companies. The internal prudential limit for single stock exposure is capped at 9.50% of the portfolio, however, does not have any upper limit at sector level.

How is UTI Focused Equity Fund different from that of other diversified funds?

• The difference between UTI Focused Equity Fund and Other Diversified Equity Funds will be in the number of stocks in the portfolio. The Fund is allowed to invest in a maximum of 30 stocks whereas diversified equity funds do not have any restrictions on number of stocks in the portfolio.
• UTI Focused Equity Fund will typically invest in hand-picked and high-conviction ideas with significantly higher weights, on the other hand, diversified equity funds tend to spread their overall portfolio weight across larger set of companies.

Why invest in UTI Focused Equity Fund?

• 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