UTI Focussed Equity Fund – Series II

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UTI Focussed Equity Fund – Series II

 

Key Features of the Scheme:

Name of the scheme UTI Focussed Equity Fund – Series II (1102 Days) Type of Scheme A Close ended equity scheme Investment Objective The primary objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of listed companies. The scheme will without any capitalization bias endeavor to invest in either growth stocks or value stocks or both. The Scheme will normally hold upto 30 stocks in the portfolio. The Scheme does not guarantee/ indicate any returns. There can be no assurance that the Scheme's objectives will be achieved. Fund Manager Anoop Bhaskar & Lalit Nambiar Benchmark S&P BSE 200 Index NFO Period December 04, 2014 to December 18, 2014 Tenure 1102 days Minimum Application Amount Rs. 5000/- Plans Available Regular & Direct Load Structure Entry Load: Not Applicable Exit Load: NIL at Maturity. (Premature withdrawal is not allowed). For Redemptions made on the Maturity Date / Final Redemption Date, the AMC will not charge any Exit Load. Options Available Growth & Dividend option with payout facility

 

• UTI focused Equity Fund Series – II is an 1102 Days close ended equity oriented scheme.
  The fund would be investing in a compact portfolio of up to 30 stocks.
• The Scheme aims to provide long term capital appreciation by:
  Investing in the top stock ideas of UTI Opportunities Fund
• Proof of concept in an existing portfolio
• Focus on quality and concentration in the portfolio

 

KEY SCHEME FEATURES:

- A compact portfolio of maximum 30 stocks of well established companies handpicked from existing    UTI Opportunities Fund portfolio - Robust investment process focussed on concentrated portfolio - Advantage of active sector allocation

 

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