NAV as on 23/02/2017 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 a Commerce Graduate and has done his Masters of Management Studies (MMS) and Chartered Financial Analyst (CFA).
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 a Commerce Graduate and has done his Masters of Management Studies (MMS) and Chartered Financial Analyst (CFA). He has been associated with UTI AMC Ltd. since December 2006. He is presently functioning as a Co-Fund Manager & Head of Research. He has an overall industry experience of 15 years having worked with good corporates like IIT Investrust Ltd., UTI Securities Exchange Ltd. and SBI Capital Markets Ltd.
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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.