Fund Facts
Fund Overview
Fund Performance
| Period | Fund Performance Vs Benchmark (CAGR) | Growth for Rs 10,000 /- | ||||
| NAV (%) | NAV (Rs) | |||||
"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate
"Different plans have a different expense structure. The performance details provided herein are of Regular plan." * CAGR - Compounded annualized Growth Rate
Portfolio
| Fund | Benchmark | Net |
|---|
| Name | Weight(%) |
|---|
Quantitative Indicators
| Quantitative Indicators | Fund | Benchmark |
|---|
Fund Managers
What are value funds?
A value fund is a fund that follows a value investment strategy and seeks to invest in stocks that are considered undervalued.
Why Should I Invest in UTI value opportunities fund?
- Focuses on companies where markets under appreciates their growth runway &
also in companies which may experience challenges due to cyclicality.
Focuses on buying what markets underestimates and has potential for growth
- Potential for outperformance over plain vanilla equity funds, which
are more diversified but at the same time minimise the risk arising from
pure sector funds while generating a reasonable return
- The Fund has
the flexibility to operate across the market cap spectrum following the
“Value” style of investment. While the portfolio will have a large cap bias
the midcap exposure could vary more widely based on valuation differentials
- Suitable for investors looking to build their core equity portfolio
for long-term wealth creation.
How to Invest in UTI opportunities fund?
Investing in UTI opportunities fund is very simple. Investors can simple log on to utimf.com or use UTI Buddy Application and start investing subject to KYC compliance. Investors may also approach nearest UTI Financial Centers (UFCs). Alternatively, you may also approach mutual fund distributors, financial advisors or various online platform for investments.
What are the benefits of investing in a UTI value opportunities fund?
- Focuses on companies where markets under appreciates their growth runway &
also in companies which may experience challenges due to cyclicality.
Focuses on buying what markets underestimates and has potential for growth
- Potential for outperformance over plain vanilla equity funds, which
are more diversified but at the same time minimise the risk arising from
pure sector funds while generating a reasonable return
- The Fund has
the flexibility to operate across the market cap spectrum following the
“Value” style of investment. While the portfolio will have a large cap bias
the midcap exposure could vary more widely based on valuation differentials
- Suitable for investors looking to build their core equity portfolio
for long-term wealth creation.
