• NFO opens on: 04-08-2021
• NFO closes on: 18-08-2021
• Minimum Investment: Rs. 1000
• Type: An open ended equity scheme investing in maximum 30 stocks across market caps.
• Benchmark: Nifty 500 Index TRI

Investment Objective:

The objective of the scheme is to achieve long-term wealth, at commensurate levels of risk through a diversified research based investment in Large, Mid & Small cap Companies

NBS Views on UTI Focused Equity Fund

1. Concentrated Portfolio
30 high growth and good quality businesses with sustainable and scalable earnings potential over the long term.
2. Leveraging on Research Capabilities
Stock picking through the BMV model: ‘Business, Management and Valuation.
3. Suitable for Long Term Investors
Those looking to benefit from the structural growth opportunity in Indian equities.
4. Flexi-Cap Portfolio Strategy
Ensuring stocks pick without market cap bias.
5. Bottom Up Approach to Stock Picking
With a top down thematic overlay.
6. NBS strongly recommends its investors to invest in this NFO