UTI Mutual Fund Launches UTI Multi Cap Fund

New Fund Offer to open on April 29

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.

UTI Multi Cap Fund

Nifty 500 Multicap 50:25:25 TRI

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.