UTI Multi Cap Fund

UTI Multi Cap Fund NFO

An open-ended equity scheme investing across large cap, mid cap and small cap stocks aiming to perform across market cycles, the fund invests across large-cap, mid-cap, and small-cap stocks— aiming to balance stability, growth, and returns. It blends the three S’s: dynamically adapting to Style shifts, maintaining disciplined allocation across Sizes, and capturing Sector opportunities spread across market capitalization.

Why consider DSP Multicap Fund?

Uniquely Positioned Distinct portfolio relative to broader market indices with higher Mid & Small Cap exposure providing potential for higher returns in Longterm.

Disciplined Strategy A disciplined wellarticulated strategy to be executed continuously through market cycles aimed at achieving both higher returns and stability.

Leverage of Research Expertise Large Research Team tracking wide-set of companies.

Optimal Portfolio Diversification Stocks across sectors, sub-sectors, Styles (Quality / Growth & Value) and market capitalization.

UTI Multi Cap Fund (An open-ended equity scheme investing across large cap, mid cap and small cap stocks)

SIPs are good but even better when markets are HIGH

To Invest in UTI Multi Cap Fund (NFO) contact us…

DSP Multicap Fund (NFO) Details

ParticularDetails
NFO Open 29 April 2025
NFO Close13 May 2025
NFO Re-Open20 May 2025
Scheme TYPEOpen-Ended
Purchase ModeLumpsum & SIP both
Minimum Application Amount₹100/- and any amount thereafter
BenchmarkNifty 500 Multicap 50:25:25 TRI
Fund ManagerMr. Karthikraj Lakshmanan
RiskometerVery High

To Invest in UTI Multi Cap Fund (NFO) contact us…

UTI Multi Cap Fund (NFO) Objectives

  • Long-term capital appreciation
  • Investments predominantly across large cap, mid cap and small cap stocks

UTI MULTI CAP FUND (NFO) Investment strategy

Considering the high valuations at the current juncture, we recommend systematic investing via Systematic Investment Plan (SIP).

For Details Reports Please download the Presentation, SID, KIM from below…

Risk Discloser – MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. The Scheme being sectoral in nature carries higher risks versus diversified equity mutual funds on account of concentration and sector specific risks. Investors should consult their financial advisers, if in doubt about whether the product is suitable for them. The product labeling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.

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