On clicking on Invest Now, you will be redirected to 3rd Party page/
gateway owned / operated by an independent party i.e
Smallcase Technologies Pvt. Ltd. (“Smallcase”)
over which UTI Mutual Fund has no control/influence ("3rd Party
Gateway"). Any link you access/click to or from the 3rd Party Gateway
will be solely at your own risk and consequences. Any use of the 3rd
Party Gateway will be subject to and any information you provide and
will be governed by the terms of the 3rd Party Gateway, including those
relating to confidentiality, data privacy and security.
UTI Mutual Fund is not the owner or operator of the 3rd Party Gateway in
any manner or responsible or liable for the goods and services offered
by the 3rd Party Gateway or for anything in connection with such 3rd
Party Gateway. UTI Mutual Fund does not endorse or approve and makes no
warranties, representations or undertakings relating to the content of
the 3rd Party Gateway.
UTI Mutual Fund disclaims any liability whatsoever, for any loss, damage
and any other consequence resulting directly or indirectly from or
relating to your access to the 3rd Party Gateway or any information that
you may provide or any transaction conducted on or via the 3rd Party
Gateway or the failure of any information, goods or services posted or
offered, as the case may be, at the 3rd Party Gateway or any error,
omission or misrepresentation on or due to the 3rd Party Gateway or any
computer virus arising from or system or any other failure associated
with the 3rd Party Gateway.
By clicking "Proceed", you will be confirming that you have read and
agreed to the terms herein.
Equity investing refers to investments in equity shares of different companies. When one invest in equity, one becomes a part-owner of such a company. As such, equity investing allows investors to participate in the growth story of different companies.
5 Principles Of Equity Investing
01
Research well about the Companies
Read MoreRead Less
There cannot be a single size that fits all equity investors. While one may have generated excellent stock returns, it may not have been a pleasant investment experience for another individual in the same stock. Instead of following the herd and buying what everyone else is buying, the investors must research about the companies before investing.
02
Have sufficient Safety Margin
Read MoreRead Less
Equity investing is all about selecting companies with good growth potential. However, such investments are also subject to market risks. As such, the investors must choose such companies wherein there is an adequate margin of safety between the current price and the company's inherent value. This ensures that the stocks can appreciate well during the market rallies, further restricting the downside during the market corrections due to already subdued valuations.
03
Have a Diversified Portfolio
Read MoreRead Less
It is often said that one should not hold all its eggs in the same basket. Similarly, one should not have an investment portfolio concentrated around a few stocks. This can cause an excessive reliance on the performance of specific stocks. Instead, one must have a well-diversified portfolio of stocks spread across different sectors and market capitalization segments. Such diversification tends to mitigate the investment risks to some extent, as favourable events for another segment may offset the adverse events for one sector.
04
Ignore Short-term movements
Read MoreRead Less
Equities can be extremely volatile over the short-term but tend to create wealth for the investors over the long term. One may be tempted to keep track of the daily price movements of their equity holdings. While the investors can check the valuations of their equity holdings through stock exchanges, it is not advisable to keep a regular watch on the long-term investment portfolio. This is because the investment portfolio's short-term movements may impact the investors' decision to hold or sell the stock.
05
Preserving Capital is equally crucial as generating returns
Read MoreRead Less
It is important for investors to preserve cash, just like it is important for them to generate returns. Having sufficient liquidity in hand allows the investors to take advantage of the market volatility and buy stocks when the markets are in correction mode. As the overall market sentiments may pull the market prices of even fundamentally strong companies lower, investors may be able to purchase the stocks at bargain prices.
Please fill in below details to gain access to full PDF