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UTI Equity Fund
Investment Objective
UTI Equity Fund is open-ended equity scheme with an objective of investing at least 80% of its funds in equity and equity related instrument with medium to high risk profile and upto 20% in debt and money market instruments with low to medium risk profile.
Fund Managers
Anoop Bhaskar since Apr 2007
Strategy
It has been an overwhelmingly large-cap fund since the mid-2000s. “Our cautious approach and tilt towards large caps has helped us in improving and sustaining the performance of the fund over the last seven years. Eschewing concentrated calls either on a sector or a stock, along with focus on stock selection have been the integral guiding philosophy by which the fund has been managed during this period,” says fund manager and UTI's equity head, Anoop Bhaskar. This is a heavily diversified fund, with a portfolio of over 70 stocks--substantially higher than the category average of 40 stocks. The fund manager's aims is to minimise volatility by running a diffused portfolio as compared to the indices.
Performance
The fund has gone through good times and bad during its 22 year history, but it has consistently done better than its peers for the five years since 2008, this change in fortunes coinciding with Bhaskar's stint. The fund tends to be resilient during market downturns, having been able to contain its downfall well in 2008 and 2011. During rallies, it does tend to lag behind the categories' highest flyers but during these past five years, it has been in the top two quartiles. Its long term returns reflect its consistent performance as its five year annualised return of 20.72 per cent is higher than the category average of 16.62 per cent. This is a substantial difference when compounded over the period.
Why invest?
The fund has stable and proven management which has delivered solid-not flashy-relatively low volatility returns through a difficult period in the equity markets. The positioning and strategy is clearly articulated, and has delivered exactly what it promises.
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