NAV as on 21/04/2017 for
This product is suitable for investors who are seeking*:
* A close ended scheme that aims to provide capital appreciation by investing in equity and equity related securities
Note: Risk may be represented as:
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.
Direct Plan is only for investors who purchase /subscribe Units in a Scheme directly with the Mutual Fund and is not available for investors who route their investments through a Distributor.
Mr. Lalit Nambiar
Lalit Nambiar is Executive Vice President and Fund Manager (Equity).
An application for issue of units may be made by any resident or non-resident Indian as well as non-individuals as indicated below:
The Tax Angle - Subject to prevalent tax laws (Please refer to the clause on Taxation in the Statement of Additional Information (SAI))In the case of UTI Focussed Equity Fund Series-II (1102 days) the return can be in the form of dividend or capital appreciation depending upon the option of the investor:
•As per the section 10(35) of the Act, dividend received by investors under the schemes of UTI MF is exempt from income tax in the hands of the recipient unit holders.
•By virtue of proviso to section 115 (R) (2) of the Act, equity oriented schemes are exempt from income distribution tax.
– Kindly refer Scheme Information Document SID) for detail on Long Term Capital Gains, Short Term Capital Gains and Securities Transaction Tax
Market Capitalisation (%)
Lalit Nambiar is Executive Vice President and Fund Manager (Equity). He is a commerce graduate from Narsee Monjee College of Commerce, Mumbai and holds a post-graduate degree in management (MMS) from Sydenham Institute of Management, Mumbai University. He also holds a CFA charter awarded to him in 2005 by the CFA Institute, USA. He began his career in June 1994, with IIT InvesTrust Limited, where, after a brief stint in investment banking, he joined their equity research team and eventually covered Banks and Consumer Staples. He joined UTI Securities Limited in 1999, where he added the Healthcare sector to his research repertoire. In Jan'04, he joined SBI Capital Markets Limited in the role of a senior analyst, covering multiple sectors while also helping mentor a team of analysts. Lalit joined UTI AMC Limited in Dec'06 as a Vice President in Securities Research. He took up portfolio responsibilities in July'07.
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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.