Dailymirror.news,29th,April,2025Mumbai: UTI Mutual Fund has announced the launch of its new open-ended equity scheme, the UTI Multi Cap Fund, which will invest across large-cap, mid-cap, and small-cap stocks. This fund is designed to offer a diversified solution for investors, combining all market cap segments under one portfolio. Positioned as “multi-vitamins for your portfolio,” the UTI Multi Cap Fund follows a 3S Approach—Size, Sectors, and Style—to adapt to various market cycles.

The New Fund Offer (NFO) opens on April 29, 2025, and will close on May 13, 2025. The minimum investment amount is ₹1,000, with subsequent investments in multiples of ₹1.

With a disciplined approach, the UTI Multi Cap Fund ensures a minimum allocation of 25% to each market cap segment. The strategy focuses on sustainable businesses with strong fundamentals, attractive valuations, and turnaround potential stories. The stock selection process is driven by UTI’s proprietary Score Alpha research framework, which evaluates companies based on consistent operating cash flows and strong return ratios.

Salient Features:

  • Fund Manager: Mr. Karthikraj Lakshmanan
  • Benchmark: Nifty 500 Multicap 50:25:25 TRI
  • Plans Available: Regular and Direct Plan (Growth Option only)
  • Exit Load: 1% if redeemed or switched out within 90 days; nil thereafter

Fund Manager’s Insights:
Mr. Vetri Subramaniam, Chief Investment Officer at UTI AMC, highlighted that the UTI Multi Cap Fund represents UTI’s broader commitment to offering carefully crafted investment solutions aimed at long-term wealth creation. He added that the fund is designed to adapt to market cycles while leveraging UTI’s in-depth equity research across sectors.

Mr. Karthikraj Lakshmanan, Fund Manager at UTI AMC, emphasized that the fund enables investors to access the full spectrum of India’s equity market through a well-structured portfolio. It is designed to dynamically adjust to different market conditions, helping investors achieve their long-term financial goals with a balanced mix of large, mid, and small-cap stocks.

With the launch of the UTI Multi Cap Fund, UTI Mutual Fund further strengthens its equity offerings. As one of India’s largest equity fund managers, UTI AMC manages ₹1,29,264 crore across 28 actively managed equity, hybrid, and solution schemes, reaffirming its position as a trusted partner for long-term investors.

Product Label and Riskometer:

  • UTI Multi Cap Fund: An open-ended equity scheme investing across large-cap, mid-cap, and small-cap stocks.
  • Suitable for investors seeking:
    • Long-term capital appreciation
    • Investment across large, mid, and small-cap stocks

Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Risk Warning: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully.

For more information, visit www.utimf.com.