Bengaluru: UTI Mutual Fund announces the launch of UTI Multi Cap Fund, an open-ended equity scheme investing across large cap, mid cap, and small cap segments. Positioned as “multi-vitamins for your portfolio,” the fund offers investors a single-portfolio solution that blends all market cap. The fund follows a 3S Approach Size, Sectors and Style to multi cap investing, designed to weather different market cycles. The NFO starts on April 29, 2025 and closes on May 13, 2025 with a minimum investment amount of ₹1,000 and in multiples of ₹1/- thereafter.

With a disciplined minimum allocation of 25% in each market cap segment, the UTI Multi Cap Fund aims to provide optimal portfolio diversification. The fund follows a blend strategy, investing in sustainable businesses, companies with strong fundamentals available at attractive valuations, and potential turnaround stories.

The focus would be on identifying bottom-up stocks that are attractive from UTI Investment coverage universe. The bottom-up stock selection is powered by UTI’s proprietary Score Alpha research framework, which evaluates companies based on consistent operating cash flows and robust return ratios. Given the fund’s mandate and diversification needs, the portfolio turnover could be relatively higher than other UTI Mutual Fund strategies, driven by active adjustments to align with market dynamics.

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

Commenting on the launch of the fund, Mr. Vetri Subramaniam, Chief Investment Officer, UTI AMC, said, “UTI Multi Cap Fund reflects our broader commitment to offering thoughtfully designed investment solutions that align with long-term wealth creation. It is designed as an all-rounder investment solution that adapts to market cycles. It draws from our overall allocation philosophy and showcases the depth of our equity research capability across sectors and business cycles. We believe this is an effective addition for investors looking to build a core equity portfolio with strategic diversification.”

Mr. Karthikraj Lakshmanan, Fund Manager – UTI AMC, said, “UTI Multi Cap Fund is built to help investors access the full spectrum of India’s equity market through one well-structured portfolio. With disciplined exposure to large, mid, and small cap stocks, the fund seeks to offer a balance of risk and return. It’s designed to dynamically adjust to different market phases and support long-term goals by combining quality businesses, recovery-led ideas, and sector opportunities.”

With the launch of UTI Multi Cap Fund, UTI Mutual Fund further expands its equity offerings. As one of the largest equity fund managers in India, UTI AMC manages ₹1,29,264 crore across 28 actively managed equity, hybrid & solution schemes, reinforcing 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) 

This product is suitable for investors who are seeking*:

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

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

Note: Product labelling assigned during the NFO is based on an internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made

 Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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Bengaluru, January 30, 2025 : UTI Mutual Fund (UTI MF) is delighted to announce the launch of two new index funds: UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund (An open-ended scheme replicating/tracking the Nifty Midsmallcap 400 Momentum Quality 100 Total Return Index (TRI)) and UTI Nifty India Manufacturing Index Fund (An open-ended scheme replicating/tracking the Nifty India Manufacturing Total Return Index (TRI))

UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund

The Scheme is a first of its kind offering in the industry with the index fund structure and also UTI’s first multi-cap and multi-factor index fund, an innovative addition to its index fund offerings. This open-ended scheme is benchmarked to Nifty MidSmallcap 400 Momentum Quality 100 TRI. The scheme’s combination provides investors the benefit from combination of two factor strategies in one fund, exposure to companies with relatively better growth potential and quality within the mid-small cap segment and builds style diversification in the portfolio. The fund is a low-cost index fund that shall endeavour to achieve return equivalent to returns of the underlying index while minimizing tracking error.

Salient Features:

• NFO Period: 28^th January 2025 to 10^th February 2025
• Fund Manager: Mr. Sharwan Kumar Goyal, Head – Passive, Arbitrage & Quant Strategies

• Benchmark: Nifty MidSmallcap 400 Momentum Quality 100 TRI
• Minimum Investment: Minimum initial investment is ₹1,000 and in multiples of ₹1 thereafter
• Plans & Options: Regular Plan and Direct Plan – offering Growth Option Only
• Load Structure: No entry or exit load

UTI Nifty India Manufacturing Index Fund

The fund provides exposure into companies from the manufacturing segment in a defined and disciplined way. It is an open-ended scheme replicating/tracking Nifty India Manufacturing TRI. UTI Nifty India Manufacturing Index Fund will offer investors a unique opportunity, to leverage the robust growth potential of manufacturing industry in India. Index Fund’s strategy will focus on reducing the tracking error to the least possible through regular rebalancing of the portfolio, considering the change in weight of stocks in the index as well as the incremental collections/redemptions in the Scheme.

Salient Features:

• NFO Period: 28^th January 2025 to 10^th February 2025
• Fund Manager: Mr. Sharwan Kumar Goyal, Head – Passive, Arbitrage & Quant Strategies

• Benchmark: Nifty India Manufacturing TRI
• Minimum Investment: Minimum initial investment is ₹1,000 and in multiples of ₹1 thereafter
• Plans & Options: Regular Plan and Direct Plan – offering Growth Option Only
• Load Structure: No entry or exit load 

Mr. Sharwan Kumar Goyal, Head – Passive, Arbitrage & Quant Strategies, UTI AMC said, “UTI AMC is amongst the largest asset managers in the passive category with over 2 decades of experience of managing passive Funds. The two new offerings aim to provide investors opportunity to invest in categories and industries which offer immense growth prospects with disciplined approach to the portfolio construction, while adhering to a defined selection process. With our expanded product line in the passive category, we intend to offer tailored solutions to our investors that may align with their long-term financial goals and help them navigate today’s dynamic financial landscape.” 

UTI Nifty MidSmallcap 400 Momentum Quality 100 Index Fund

(An open-ended scheme replicating/tracking Nifty MidSmallcap 400 Momentum Quality 100 TRI)

This product is suitable for investors who are seeking*:

• Returns that are commensurate with the performance of the Nifty MidSmallcap 400 Momentum Quality 100 Index over long term, subject to tracking error.
• Investment in securities covered by the Nifty MidSmallcap 400 Momentum Quality 100 Index

UTI Nifty India Manufacturing Index Fund

(An open-ended scheme replicating/tracking Nifty India Manufacturing TRI)

This product is suitable for investors who are seeking*:

• Returns that are commensurate with the performance of Nifty India Manufacturing Index over long term, subject to tracking error.
• Investment in securities covered by Nifty India Manufacturing Index. 

Product labelling assigned during the New Fund Offer (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.

# Based on the Index Composition as on December 31, 2024.

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

The Risk-o-meter of the fund/s is/are evaluated on monthly basis and any changes to Risk-o-meter are disclosed vide addendum on monthly basis, to view the latest addendum on Risk-o-meter, please visit addenda section on https://utimf.com/downloads/.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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The UTI Quant Fund is an open-ended equity scheme that follows a sophisticated quantitative investment strategy. The fund employs a Factor Allocation Model to dynamically assign weights to four key factors—Momentum, Quality, Low Volatility, and Value—with the goal of generating alpha over the benchmark.

This factor model helps manage the volatility often seen in the broader market, aiming for relatively better risk adjusted returns. Its flexibility across market cycles lends the ability to adjust exposure across factors based on market conditions and adds a layer of adaptability, making it a robust tool for navigating all market environments. The balance of risk and return demonstrated in the back tested performance of the fund makes it an appealing option for those seeking potentially better returns across varying market conditions*.

*Investors are advised to consult their financial advisor

Commenting on the launch of the fund, Mr. Vetri Subramaniam, Chief Investment Officer, UTI AMC, said, “Our aim is to provide investors with a systematic and research-driven way to navigate market complexities and make more informed investment decisions. This fund uses an ‘integrated investing’ approach combining our investment process Score Alpha with our proprietary Factor Allocation Model. The UTI Multi Asset Allocation fund has adopted this process for management of its equity portfolio from April 2022 and we are happy to now offer this expertise and approach in an equity fund.”

Mr. Sharwan Kumar Goyal, Head – Passive, Arbitrage & Quant Strategies, UTI AMC, added, “The UTI Quant Fund is designed to empower investors with evidence-based strategies, offering flexibility and adaptability that traditional investment approaches may not provide. By leveraging a dynamic fund allocation model, the fund captures opportunities while carefully managing risks. We hope that this balance of risk and return would make the fund an appealing option for those seeking potential returns across varying market conditions”.

Salient Features:

·         NFO Period: 2nd January 2025 to 16th January 2025

·         Fund Manager: Mr. Sharwan Kumar Goyal, Head – Passive, Arbitrage & Quant Strategies, UTI AMC

·         Investment Objective: The scheme shall seek to generate long term capital appreciation by investing in equity and equity related instruments by following a quantitative investment theme. However, there can be no assurance or guarantee that the investment objective of the schemes would be achieved

·         Benchmark: BSE 200 TRI

·         Minimum Investment: INR 1000 initially, and in multiples of INR 1 thereafter. Additional Purchase: INR 1,000 and in multiples of INR 1

·         Plans Available: Regular and Direct Plans, only Growth option available under both plans

·         Load Structure: No entry load as per SEBI regulations; exit load is 1% if redeemed/ switched-out within 90 days from the date of allotment; Nil thereafter

Product Label and Riskometer

UTI Quant Fund

(An open-ended equity scheme following a quantitative investment theme)

 This product is suitable for investors who are seeking*:

·         Long term capital appreciation

·         Investments predominantly following a quantitative investment theme

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

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UTI Nifty200 Quality 30 Index Fund

The UTI Nifty200 Quality 30 Index Fund is innovative addition to UTI MF’s index fund offerings. This open-ended scheme replicating/tracking Nifty200 Quality 30 TRI offers investors a unique opportunity to invest in a diversified portfolio of 30 high-quality companies with strong financial metrics and stable balance sheet.

The UTI Nifty200 Quality 30 Index Fund stands out as the first of its kind in the market^, providing exposure to companies with strong and consistent earnings and stable financials. The quality investment style has been out of favour for the past four years and this fund may offer an excellent and timely opportunity for investors to benefit from potential style rotation in the market.

Salient Features:

• NFO Period: 2nd September 2024 to 16th September 2024
• Fund Manager: Mr. Sharwan Kumar Goyal, Head – Passive, Arbitrage & Quant Strategies, UTI AMC

• Benchmark: Nifty200 Quality 30 TRI (Based on the Index Composition as on 31st July 2024)
• Minimum Investment: Minimum initial investment is ₹5,000/- and in multiples of ₹1/- thereafter. Subsequent minimum investment under a folio is ₹1,000/- and in multiples of ₹1/- thereafter with no upper limit
• Plans & Options: Regular Plan and Direct Plan – Both Plan offers Growth Option Only
• Load Structure: No entry load*; exit load is also nil

(*In terms of provision no. 10.4.1 a. of para 10.4 under Chapter 10 of SEBI Master Circular for Mutual Funds dated June 27, 2024, no entry load will be charged by the Scheme to the investor effective August 1, 2009.)

UTI Nifty Private Bank Index Fund

The UTI Nifty Private Bank Index Fund also stands out as the first of its kind^ in the market, providing exposure to a diversified portfolio of India’s 10 leading private sector banks. The recent underperformance in this sector also offer an opportunity for investors to benefit from the expected potential growth.

Salient Features:

• NFO Period: 2nd September 2024 to 16th September 2024
• Fund Manager: Mr. Sharwan Kumar Goyal, Head – Passive, Arbitrage & Quant Strategies, UTI AMC

• Benchmark: Nifty Private Bank TRI
• Minimum Investment: The minimum initial investment amount is ₹5,000/- and in multiples of ₹1/- thereafter. Subsequent minimum investment amount under a folio is ₹1,000/- and in multiples of ₹1/- thereafter with no upper limit.
• Plans Available: Regular and Direct Plans, both offering only Growth Option.

• Load Structure: No entry load* as per SEBI regulations; exit load is also nil.

(*In terms of provision no. 10.4.1 a. of para 10.4 under Chapter 10 of SEBI Master Circular for Mutual Funds dated June 27, 2024, no entry load will be charged by the Scheme to the investor effective August 1, 2009)

^ Source :  AMFI as on Aug 30, 2024

Commenting on the launch of both funds, Mr. Sharwan Kumar Goyal, Head – Passive, Arbitrage & Quant Strategies, UTI AMC, said, “The introduction of the UTI Nifty Private Bank Index Fund and UTI Nifty200 Quality 30 Index Fund marks another significant step in UTI Mutual Fund’s mission to empower investors with tailored and robust investment avenues.

UTI Nifty200 Quality 30 Index Fund is designed to provide investors with a simple and yet effective way to access a portfolio of 30 high-quality companies within large cap and Midcap universe. This fund aims to closely mirror the performance of the Nifty200 Quality 30 Index, providing a cost-effective option for those looking to diversify their investments with a focus on generating better risk adjusted returns as compared to broad market indices.

On the other hand, The UTI Nifty Private Bank Index Fund offers investors access to a portfolio of 10 leading private banks, at a time when sector valuations are below long-term averages while fundamentals are healthy.  The fund is carefully structured, enabling investors to closely align with the strong performance of the Nifty Private Bank Index, which has historically shown superior rolling returns compared to broader indices like Nifty Bank and Nifty 50.”

Past performance may or may not sustain in future.

Product Label 

UTI Nifty200 Quality 30 Index Fund

(An open-ended scheme replicating/tracking Nifty200 Quality 30 TRI)

This product is suitable for investors who are seeking*:

• Returns that are commensurate with the performance of the Nifty200 Quality 30 Index over long term, subject to tracking error
• Investment in securities covered by Nifty200 Quality 30 Index

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

Note: Product labelling assigned during the New Fund Offer (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.

# Based on the Index Composition as on 31st July 2024. 

UTI Nifty Private Bank Index Fund

(An open-ended scheme replicating/tracking Nifty Private Bank TRI)

This product is suitable for investors who are seeking*:

• Returns that are commensurate with the performance of the Nifty Private Bank Index over long term, subject to tracking error
• Investment in securities covered by Nifty Private Bank Index

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

Note: Product labelling assigned during the New Fund Offer (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.

# Based on the Index Composition as on 31st July 2024.

Note: Product labeling assigned during the NFO is based on an internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

The post UTI Mutual Fund Launches 2 New Index Funds: UTI Nifty200 Quality 30 Index Fund and UTI Nifty Private Bank Index Fund appeared first on newsmantra.in l Latest news on Politics, World, Bollywood, Sports, Delhi, Jammu & Kashmir, Trending news | News Mantra.