UTI Bluechip Flexicap Fund should be a part of your equity portfolio

UTI Bluechip Flexicap Fund should be a part of your equity portfolio

            UTI Bluechip Flexicap Fund is an open-ended equity fund which will invest across all market capitalization.  

The fund will enable investors to own blue chip companies that would produce consistently above average performance and returns. Fund follows well-set investment strategy in respect of sector selection and stock selection and in turn framework for prudent portfolio construction.

            Investment strategy involves picking of stocks with strong profitability (high & stable EBITDA margins, high & stable net profit margins), earnings quality (high operating cash flow and high free cash flow characteristics) and capital efficiency (high return on capital employed and return on equity. 

Fund believes and endeavors to pick quality businesses with above mentioned traits and coupled with seasoned management, ability to grow and compound capital will generate economic value for a long period of time. 

Fund is built with being agnostic to market capitalization and following capitalization exposure of at least 55% in large caps and with flexibility of mid and small exposure within a range of 20% to 40%. An ideal option to hold as a "core" part of equity portfolio holding.

The said name and investment style has been in vogue with effect from 1st December 2015. 

As on June 30, 2016, the fund has been overweight on sectors like financial services, IT, Consumer goods and Pharma. 

The funds top holding consists of well known and researched companies like HDFC Bank, Indus Ind Bank, Yes Bank, Infosys, TCS, ITC, and Axis Bank.

For more details

UTI Bluechip Flexicap Fund NAV as on 29/08/2016 for   Income Retail  Growth Retail  Income Option - Direct  Growth Option - Direct  Income Option - Direct Rs. 22.656

Investment will be made in stocks of those companies engaged in the following areas: The investment objective of the scheme is to achieve long-term capital appreciation and/or dividend distribution by investing in stocks that are "Leaders" in their respective industries/sectors/sub-sectors

Fund type Open End Date of Inception 30/01/2006 Investment Plan Income Option - Direct Fund size (Rs.Cr) 1799.22(as of 31st Jul 2016 ) Number of investors 408247(as of 31st Jul 2016 ) Min. Investment 5000 Last Dividend 2.25 Bonus N.A.

Options Available Growth option, Dividend option with Payout and Reinvestment (SIP, SWP & Trigger)

Mr Ajay Tyagi Mr Ajay Tyagi is a CFA Charterholder from The CFA Institute, USA and also holds a Masters degree in Finance from Delhi University. Fund Manager's View

A diviersified large cap oriented fund with moderate-style of funds management is suitable for all equity investors

Sectoral Breakdown (% as compared to Benchmark) Market Capitalisation (%) Large Mid Small 77.00 21.00 2.00 View complete asset allocation View More

This product is suitable for investors who are seeking*: Long term capital growth Investment in equity instruments of companies that are "Leaders" in their respective industries/sectors / sub-sectors. Moderately High Level * Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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