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NFO Alert-

“UTI Mutual Fund House, India’s oldest fund house has recently launched a new fund offer for UTI Focused Equity Fund. The fund is open for subscription between August 4, 2021, and August 18, 2021.”

Read below for more details about the NFO!


Basic Details About The NFO…

  • Fund Name- UTI Focused Equity Fund.  
  • Type- It is an open-ended dynamic equity scheme investing in a maximum of 30 stocks across market caps
  • Subscription open date- 4th August 2021
  • Subscription close date- 18th August 2021
  • Benchmark- Nifty 500 Index TRI
  • Minimum Amount for Application during NFO- Rs 5000 and in multiples of Rs 1 after that.
  • Minimum Additional Purchase Amount- Rs 1000 and in multiples of Rs 1 after that with no upper limit
  • Plans- Both Direct and Regular Plans are available
  • Options- Both Growth and Income distribution cum Capital Withdrawal (Dividend Option) available.
  • Min. SIP Amount- Rs 1,000 for a minimum of 12 months


Investment Objective…….

The new NFO launched is a focused equity category fund, which that means as per SEBI rules, these funds can invest in up to 30 stocks. In such funds, the fund managers tend to take high conviction calls.

The UTI Focused Equity Fund will aim to allocate a good part of its assets in stocks of companies with strong growth structures and sustainable business models. Typically, the fund will look for companies that are in the middle of a transformational journey towards a better business model.

The fund will also look for opportunities in cyclical stocks, when available at attractive valuations.

Also, fund managers interpreted that there can be volatility in the short term in a focused fund. But volatility reduces in the medium to long-term.


Exit Load Trends In The NFO……

The fund has no entry load however it has different terms for exit load listed below:

  • If the investor redeems or switches before 12 months from the date of allotment of units, there will be a 1% exit load charge.
  • If the investor redeems or switches units but after 12 months from allotment of units, then he won't be charged with any kind of exit load.


Fund Managers Of The NFO…….

All the fund managers managing this NFO are experienced for more than 10 years. The name of the fund managers managing this new NFO is Mr. Sudhanshu Asthana, working with UTI AMC Ltd. since 15th April 2021 as Fund Manager – Equity, and Mr. Kamal Gada, currently working as Senior Associate Vice President for UTI AMC.


Can You Invest In This NFO……

You can go adding a focused equity fund in your portfolio, it is a good idea, but also we suggest, include this fund category only as an add-on to regular equity funds that must form the core of your portfolio.


Keep reading our article and stay updated with the latest news about Mutual Funds!

For any kind of query, you can contact us at Shri Ashutosh Securities Pvt Ltd., we are here to help you in any way possible.


Happy Investing!


(Mutual Fund investments are subject to market risk Illustrations are for example only, there is no guarantee of returns. Past performance is not an indicator/guarantee to future returns).