Points to consider:-
*UTI MF has launched a flexi cap fund “UTI Wealth Builder Fund “(UTIWBF) which is likely to have broadened investment horizon across different market capitalization.
*The Fund House is bullish on a long term basis. The fire to the funds growth would be added by demographics, burgeoning middle class, higher literacy rate, better and innovated products & services along with the robust realty boom.
*The fund is likely to have an asset allocation of 65-100% in equity or Equity related Instruments and the rest 0-35% in Debt & Money Market instruments.
*The fund is expected to have a growth based investment strategy. UTIWBF aims to capitalize on stocks which have huge potential to appreciate in the coming years.
*UTIWBF is a five year close ended equity scheme and upon maturity the scheme will automatically be converted into open-ended scheme.
*During the tenure of five years, exit option will be available once every six months and upon conversion into an open ended scheme exit option will be available on all business days.
Analyzing the NFO--The Fund
Wealth Builder Fund is from the fund house, which is well known for creating value for the investors in this long period.
UTI MFs equity schemes have generated better returns compare to average equity funds returns. UTI MFs Equity plans have generated compounded annualized average returns of 30.25% on a five year basis.
The Scheme
*UTI MF has launched a flexi cap fund “UTI Wealth Builder Fund “(UTIWBF) which is likely to have broadened investment horizon across different market capitalization.
*The Fund House is bullish on a long term basis. The fire to the funds growth would be added by demographics, burgeoning middle class, higher literacy rate, better and innovated products & services along with the robust realty boom.
*The fund is likely to have an asset allocation of 65-100% in equity or Equity related Instruments and the rest 0-35% in Debt & Money Market instruments.
*The fund is expected to have a growth based investment strategy. UTIWBF aims to capitalize on stocks which have huge potential to appreciate in the coming years.
*UTIWBF is a five year close ended equity scheme and upon maturity the scheme will automatically be converted into open-ended scheme.
*During the tenure of five years, exit option will be available once every six months and upon conversion into an open ended scheme exit option will be available on all business days.
Analyzing the NFO--The Fund
Wealth Builder Fund is from the fund house, which is well known for creating value for the investors in this long period.
UTI MFs equity schemes have generated better returns compare to average equity funds returns. UTI MFs Equity plans have generated compounded annualized average returns of 30.25% on a five year basis.
The Scheme
- UTI Wealth Builder Fund is 5 year close-ended flexi cap equity fund which will invest in large, mid and small cap companies.
- The fund will has a special hedge qualities linked to the Index level.
- UTI Wealth Builder fund aims to focus on the science of building capital through patient disciplined long term investing in stocks which adheres to three way approach i.e. good value, clear & transparent management along with a good business potential.
- Investment scenario is looking good with economy witnessing a high GDP growth of over 7% in the last few years and the same trend is expected in coming years.
- Though there are concerns over rising interest rate, inflation, crude oil, geopolitical situations are likely to dominate the market movements.
- Investment is taking place in all the major sectors, which may deliver value over the next few years. UITWBF will capitalize on this opportunity to deliver decent returns.
- The fund has a diversified portfolio with built in hedging feature.
- As we know diversification is inversely proportional to the inherent risk this fund has good measures for lowering the risk. This dual feature of the fund makes it’s best available in its class.
- This fund is a close ended fund, which will become open ended after five years. This will suit families or SME’s, who are sitting on surplus cash and are looking to multiply their investments in five years to fulfill their future needs
- Investing in UTI Wealth Builder Fund would be recommendable considering the long term growth prospects for equities.
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