S.Sridharan, Founder, https://www.walletwealth.co.in/
SIP ₹500: Balance of risk and return: UTI Quant Fund..!
The NFO opens on 2025 January 2 and closes on January 16.
UTI Mutual Fund has launched UTI Quant Fund, an open-ended and actively managed equity scheme that follows a quantitative investment strategy.
The fund employs a factor allocation model to dynamically assign weights to four key factors—momentum, quality, low volatility and value with a goal of generating alpha over the benchmark.
This fund's aim is to provide investors with a systematic and research-driven way to navigate market complexities and make more informed investment decisions. This fund uses an 'integrated investing' approach combining UTI MFs investment process score alpha with the company's proprietary factor allocation model.
The UTI Multi Asset Allocation fund has adopted this process for management of its equity portfolio from April 2022 and UTI MF is now happy to offer this expertise and approach in an equity fund.
The fund is designed to empower investors with evidence-based strategies, offering flexibility and adaptability that traditional investment approaches may not provide. By leveraging a dynamic fund allocation model, the fund captures opportunities while carefully managing risks. The company hopes that this balance of risk and return would make the fund an appealing option for those seeking potential returns across varying market conditions.
NFO Open Date: 02 January 2025
NFO Close Date: 16 January 2025
Allotment Date: 21 January 2025
Face Value: ₹ 10.00
Min. Lumpsum: ₹ 1000.00
Minimum SIP: ₹ 500.00
For more details and Investing
S.Sridharan, Founder, https://www.walletwealth.co.in/
If you need any advice on investments, do call us at 9940116967.
Team Wealth Ladder,
AMFI Registered Mutual Fund Distributor
2nd Floor, No.8A, 2nd Main Road, Nanganallur,
Chennai – 600 061
Ph: 044-4861 2114
Cell +91 9940 11 6967
https://www.wealthladder.co.in
Email id : sridharan@wealthladder.co.in
You can contact Mr.S.Sridharan for all types of investments including mutual fund investment, medical insurance, and life insurance.
Read articles written by Mr. S. Sridharan in Nanayam Vikatan, a leading personal financial management magazine.
https://www.vikatan.com/author/855-sridharan-s
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.
