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Multi
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Dynamically
Managed
Optimal
Risk
Management
Tax
Efficiency

A Complete investment solution for wealth creation

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Investment Objective

To achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity related instruments along with investments in Gold ETFs, Debt and Money Market instruments. However, there can be no assurance that the investment objective of the scheme will be achieved.

Key Features Of This Fund

Name of the scheme UTI-Wealth Builder Fund
Date of Inception November 19,2008
Asset Allocation Equity & equity related instruments : Min 65% - Max 100% (high risk)
Debt & Money Market Instruments : Min0% - Max 35% (low to medium risk)
Gold ETFs : Min 0% - Max 35% (high risk)
Fund Manager V Srivatsa
Options / Plans Available Growth, Dividend Payout & Dividend Reinvestment option (Retail & Direct Plan)
Default Option - Growth Option
Minimum Application Amount Rs. 5,000/- and in multiples of Re. 1/- thereafter
Subsequent minimum investment of Rs. 1000/- and in multiples of Re.1/- thereafter
Special Products Systematic Investment Plan (SIP)/ Micro SIP
Systematic Transfer Investment Plan (STRIP)
Systematic Withdrawal Plan (SWP)
Dividend Transfer Plan (DTP)
Load Entry Load (as % of NAV) : NIL
Exit Load (as of % NAV) : less than 1 year - 1%
                                     greater than or equal to one year - Nil
Advisor Murali Narayann
DOWNLOAD THE SCHEME PRESENTATION HERE

Fund's Investment Philosophy & Fund Construct

EQUITY & ARBITRAGE
  • Fundamental driven
    Portfolio construction
  • ------
  • Multi cap style
  • ------
  • Stock capping at 50
  • ------
  • Core positions on Index
    Blue-chips
  • ------
  • Arbitrage positions primarily in mid caps in Futures & Options segment
65% - 100%
DEBT & LIQUID
  • Focus on accrual strategy
  • ------
  • Duration calls based on in - house views
  • ------
  • Securities across maturity spectrum
0% - 35%
GOLD
  • Moderate Allocation
  • ------
  • Calls based on extreme volatility
0% - 35%

Growth + Tax Efficiency

Growth + Tax Efficiency

Asset allocation is determined on a dynamic basis leveraging multi factor equity model
IN UTI WEALTH BUILDER FUND
$Taxed as an equity oriented fund as per prevailing tax laws
This product is suitable for investors who are seeking:*
  • Long term capital growth
  • Investment in equity instruments/ Gold ETFs
*Investors should consult their financial advisors if in doubt about
whether the product is suitable for them
Mutual Fund investment are subject to market risk, read all scheme related documentts carefully.