In today’s dynamic financial markets, having a well-diversified portfolio can be key to achieving long-term capital growth. UTI Mutual Fund introduces the UTI Multi Cap Fund, an open-ended equity scheme that spreads investments across large-cap, mid-cap, and small-cap stocks. This blog offers a comprehensive look at the scheme’s objectives, asset allocation, fund management, and other essential details to help potential investors make informed decisions.
The primary objective of the UTI Multi Cap Fund is to generate long-term capital appreciation by investing predominantly in equity and equity-related securities across various market capitalizations, including large-cap, mid-cap, and small-cap stocks. This multi-cap approach allows the fund to leverage growth opportunities across different segments of the market, balancing risk and returns.
This fund is positioned as a multi-cap fund that allows flexibility in asset allocation, aligning with the market’s changing dynamics to optimize returns.
The asset allocation strategy for UTI Multi Cap Fund is structured to maintain a balanced mix of equity and other instruments:
The scheme’s diversified approach aims to mitigate risks while offering substantial growth opportunities through exposure to multiple capitalizations.
As an open-ended multi-cap equity fund, this scheme provides the flexibility to invest across all market caps, allowing the fund manager to adjust allocations according to market trends.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.
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