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Thursday, February 25, 2016

UTI Equity Fund

 

UTI Equity Fund Invest Online

 UTI Equity Fund is open-ended equity scheme with an objective of investing at least 80% of its funds in equity and equity related instrument with medium to high risk profile and upto 20% in debt and money market instruments with low to medium risk profile.
 

A long-term performer in the category, this fund has beaten the benchmark and the category for nine years running. From a three-star rating until 2009, the fund has climbed the rankings to stay lodged at four-five stars in the last five years. The fund distributes its portfolio evenly among large-, mid- and small-cap stocks. In the typical UTI style, the fund doesn't go overboard either on individual holdings or on stock valuations. It follows a blend of growth and value investing. The fund is usually fully invested and doesn't attempt large cash calls irrespective of market conditions.

On a trailing basis, the fund has outperformed its benchmark and category not just for one, three and five year(s) but also over extended periods of seven and ten years. The return since launch of 25 per cent makes it a significant wealth creator in the equity space. In terms of portfolio allocations, the fund is large-cap tilted. The typical allocation is 75-80 per cent in large caps, 15-20 per cent in mid caps, with the rest in small caps. The overweight position in large caps relative to the peers was as high as 16-17 percentage points over 2014-15 but has been pegged down a little in the last few months. The fund usually maintains a large stock count for its size. While sector exposures may be focused, stock-specific exposures are diversified. A big plus is stability of the fund-management team, with Anoop Bhaskar managing this fund since 2007.

It's a good fund if you are risk-averse and are looking for a multi-year track record.

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