Why invest in UTI Innovation Fund?
Innovation fosters unique ideas that could create new markets, increase growth, and/or disrupt incumbents in their domains. Over the past few years, India's focus on innovation and adoption of technology has led it to emerge as the third-largest start-up ecosystem globally. We believe innovation is an important catalyst for economic growth and wealth creation.
In this backdrop, we are launching UTI Innovation Fund, an open-ended equity scheme following the innovation theme. The Fund aims to invest predominantly in innovation-oriented companies and disruptors with potential of delivering non-linear growth outcomes. The investment strategy of the scheme focuses on the below:
- Innovation – Companies that use innovation to enhance productivity, create environmental and social impact
- Growth – Companies having significant potential for growth, demonstrated track record of developing the market and/or gaining market share
- Quality – Companies that are financially strong with market leadership, robust business models, quality management and corporate governance
Why invest in UTI Innovation Fund?
True to Label: The Fund invests in innovative businesses and disruptors
High Growth Potential: The Fund invests in businesses with the potential of non-linear growth outcomes
Risk Management: The Fund aims to manage portfolio risks with a robust risk- assessment framework
Benchmark Agnostic: The Fund would have a higher active share due to the focus on innovation
Who should invest in the UTI Innovation Fund?
- Investors looking for a true-to-label innovation fund that is benchmark agnostic and backed by research expertise
- Investors seeking relatively high growth potential and willing to ride the underlying waves of innovation
- Investors may invest through lump sum or staggered (SIP/ STP) allocation and with a long- term horizon
Fund Snapshot
Scheme Objective
The scheme intends to provide medium to long-term capital appreciation through investment primarily in growth and innovation-oriented equity and equity-related instruments.
However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
Type of scheme
An open-ended equity scheme following innovation theme
Benchmark
Nifty 500 TRI
Fund Manager
Mr. Ankit Agarwal
Plans & Options
Plans: Regular Plan & Direct Plan
Options (under both Plans): Growth Option & Payout of IDCW Option
Minimum Application Amount
Initial Purchase: Rs.5000 and in multiples of Rs.1
Additional Purchase: Rs.1,000 and in multiples of Rs.1
Load Structure
Entry Load: Nil
Exit Load: 1% if redeemed/switched out within 12 months from the date of allotment, Nil thereafter.
For invest and more details contact
S. Karthikeyan, Founder - Mentor
WINWORTH, https://winworthwealth.com/
+91 98409 36032 / 044 42180009
info@winworthwealth.com
Fellow Chartered Accountant S. Karthikeyan is the Founder of WINWORTH. Financial Advisor from the esteemed Asia Pacific region Singapore Financial Services Associate.
He has visited over 15 nations, some of which are from the US, the UK, Dubai, Hong Kong, etc.and took part in numerous workshops, primarily on insurance as a business trip.
He began his profession as a regular person with a strong desire to succeed constantly.He founded the WINWORTH company, a wealth solution company, in 1991 with the
aim of serving people and ensuring that everyone is a wealthy person.
WINWORTH has offered unfiltered and unbiased financial guidance to people and companies for more than 30 years.It is a state-of-the-art financial planning company that looks for the best ways to enhance your income while guaranteeing you, not just stability but also luxury.
Our primary goal is "How to make ten crores in fifteen years of your life ". However, it can't be finished in a single day. It can only be attained through proper and systematic methods.
Investments and that's the position we take!
HEAD OFFICE
10-B, 1st Floor, Tharamani 100 Feet Road, Baby Nagar,
Velachery, Chennai - 600 042
+91 98409 36032 / 044 42180009
info@winworthwealth.com
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