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UTI Asset Management Company Limited has launched a new fund offer for UTI Focused Equity Fund. The fund is open for subscription between August 4, 2021, and August 18, 2021.

Read on to find out more about the NFO. 

Investment Objective

UTI Focused Equity Fund is an open-ended equity scheme investing in maximum 30 stocks across market caps. 

Invest in direct mutual funds

  • Enjoy 0% commission
  • SIP starting at ₹500

Indicative Asset Allocation

Types of Instruments  Indicative allocation  (% of total assets)  Risk Profile
Minimum Maximum
Equity and equity-related instruments (Maximum 30 stocks) 65% 100% High
Debt and Money Market instruments including securitized debt*  0% 25% Low to Medium 
Units issued by REITs & InvITs. 0% 10% Medium to High

*Debt instruments shall be deemed to include securitized debts (excluding foreign securitized debt), and investment in securitized debts may be up to 50% of Debt and Money Market instruments.

Click here to get more details for UTI Focused Equity Fund NFO

Fund Details

Scheme name UTI Focused Equity Fund  
Type of scheme An open-ended equity scheme investing in maximum 30 stocks across market caps
NFO Dates August 4, 2021 – August 18, 2021
Fund Managers Mr. Sudhanshu Asthana, Mr. Kamal Gada (Overseas Investments)
Benchmark Nifty 500 Index TRI
Minimum Amount for Application during NFO Rs 5,000/- and in multiples of Rs 1/- after that.
Minimum Additional Purchase Amount Rs 1,000/- and in multiples of Rs 1/- after that with no upper limit.
Minimum Redemption/Switch-Out Amount The redemption will continue till the outstanding amount in the folio is reduced to nil or such other amount as may be decided by UTI AMC from time to time. 

If the amount in the folio is less than the opted amount, the available amount will be paid to the unitholder.

Load a) Entry Load: N.A

b) Exit Load: 

(i) Less than one year: 1%

(ii) Greater than or equal to one year: Nil

Plans Direct and Regular
Options
  1. Growth 
  2. Payout of Income Distribution cum capital withdrawal option
Minimum SIP Amount Rs 1000 

Benchmark

Nifty 500 TRI (Total Return Index) 

The Nifty 500 benchmark represents the top 500 companies based on full market capitalisation.

A Total Return Index reflects the returns on the index arising from: 

(a) Listed stock price movements and 

(b) Dividend receipts from those stocks.

Fund Managers

Mr. Sudhanshu Asthana

Mr. Sudhanshu Asthana has been working with UTI AMC Ltd. since 15th April 2021 as Fund Manager – Equity. In his professional experience of over 21 years, he has worked as an analyst with various organizations and Junior Fund Manager with SBI MF and as a Fund Manager with Barclays Wealth India Ltd. and Axis MF.

Mr. Kamal Gada (Overseas Investments)

Mr. Kamal Gada joined UTI AMC in 2008 as Research Analyst and is currently Senior Associate Vice President. He is a CFA Charter holder from CFA Institute and has completed CA from ICAI. He began his career with BPCL as Senior Accounts Officer in 2004 and holds over 12 years of experience in Equity Research.

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Investment in securities market are subject to market risks, read all the related documents carefully before investing. Please read the Risk Disclosure documents carefully before investing in Equity Shares, Derivatives, Mutual fund, and/or other instruments traded on the Stock Exchanges. As investments are subject to market risks and price fluctuation risk, there is no assurance or guarantee that the investment objectives shall be achieved. NBT do not guarantee any assured returns on any investments. Past performance of securities/instruments is not indicative of their future performance.