UTI-Focussed Equity Fund-Series IV (1104 Days)

Plan : Regular | Direct Add to Portfolio Compare
Assets
₹316 Cr
Expense
0 %
Turnover
11%
Category
Equity - Focuse...
Benchmark
S&P BSE 200
Underlying Asset Quality
Investment StyleLarge, Green
Different Than Benchmark
83%
Loading...
Hold on

Fund Overview

UTI Focussed Equity Fund - Series IV - Growth

Launch Date 28 Sep 2017
Benchmark S&P BSE 200
Riskometer Moderately High
Turnover 11.00%
Type Close ended scheme
Return Since Launch -
Min. Investment ₹5000.00
Min. Additional investment ₹-
Min. SIP ₹-
Min. Cheques -
Min. Withdrawal ₹-
Min. Balance ₹-
Exit Load -
Remark -

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 withoutany capitalization bias endeavor to invest in either growth stocks or value stocks or both. The Schemewill 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.

Managers

Fund Manager Vetri Subramaniam
Sub Managers Sachin Trivedi, Kamal Gada
Puchho Befikar