Question 1

What is UTI Large Cap Fund (Formerly UTI Mastershare Unit Scheme)?

Accepted Answer

UTI Mastershare Unit Scheme is India’s first equity oriented fund launched in October 1986 that predominantly invests in leading businesses with large market capitalization. The fund looks for companies that are available at reasonable valuation considering their expected earnings growth, also called as GARP strategy.

Question 2

Why Should I Invest in UTI Large Cap Fund (Formerly UTI Mastershare Unit Scheme)?

Accepted Answer

• The Fund invests in large capitalised companies having competitive advantages by following Growth at Reasonable Price (GARP) investment style • The Fund takes a top-down view for sector active weights and then uses bottom-up approach for stock selection; this enables the fund to mitigate the return divergence • The Fund maintains a well-diversified portfolio and avoids sector as well as stock concentration; this could be a shield against risk of market volatility and limiting portfolio drawdowns • Suitable for investors looking to build their core equity portfolio for long-term wealth creation.

Question 3

How to Invest in UTI Large Cap Fund (Formerly UTI Mastershare Unit Scheme)?

Accepted Answer

To invest online click here

Question 4

What are the benefits of investing in a large cap fund?

Accepted Answer

Large cap mutual funds could help in steady wealth creation and may have relatively lower volatility. • Investors with relatively lower risk tolerance, but would want to take exposure in equities may consider investing in large-cap funds as they are potential of withstanding a bear markets. • Suitable for investors looking to build their core equity portfolio for long-term wealth creation.

Question 5

Tax Implication on UTI Large Cap Fund (Formerly UTI Mastershare Unit Scheme)

Accepted Answer

Visit: https://d3ce1o48hc5oli.cloudfront.net/s3fs-public/2024-02/Tax%20Ready%20Reckoner_FY%202023-24.pdf?VersionId=vsMUdiJPn8dmmHQMVllppQP_QX.eZwcR

UTI Large Cap Fund

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