NFO Alert: UTI Mutual Fund Launches UTI Multi Cap Fund

UTI Mutual Fund has introduced the UTI Multi Cap Fund, an open-ended equity scheme that will invest across large-cap, mid-cap, and small-cap segments. The New Fund Offer (NFO)  will open on April 29, 2025, and close on May 13, 2025.

Fund Structure and Investment Allocation

The fund is to maintain a minimum of 25% allocation each to large-cap, mid-cap, and small-cap stocks. It will follow a bottom-up stock selection approach and use the Score Alpha research framework to evaluate companies based on factors such as operating cash flows and return ratios.

The investment approach combines sustainable businesses, companies with strong fundamentals at reasonable valuations, and turnaround opportunities. The fund will use a blend strategy across sectors and investment styles.

Features

• Fund Manager: Karthikraj Lakshmanan
• Benchmark Index: Nifty 500 Multicap 50:25:25 TRI
• Minimum Investment: ₹1,000 and in multiples of ₹1 thereafter
• Exit Load: 1% if redeemed or switched out within 90 days; no exit load after 90 days
• Plans Offered: Regular and Direct Plans (Growth Option only)

The portfolio may have higher turnover compared to other strategies within UTI Mutual Fund, adjusting allocations in response to changing market conditions.

Read more: UTI Mutual Fund Joins ONDC Network for Mutual Fund Distribution

Background 

UTI Mutual Fund currently manages ₹1.29 lakh crore in assets across 28 actively managed equity, hybrid, and solution-oriented schemes. The launch of the UTI Multi Cap Fund adds to its equity scheme offerings.

Conclusion

The UTI Multi Cap Fund provides an investment option with mandated exposure across large, mid, and small-cap stocks through a single portfolio, supported by active management and internal research processes.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.