In a market landscape where investment diversification is key, the UTI Value Fund emerges as a strategic choice for investors seeking long-term capital appreciation. Launched in 2005, this fund has an impressive asset under management (AUM) of over ₹10,750 crores as of September 30, 2024. Financial experts highlight the importance of investing in funds that traverse the entire market capitalization spectrum, and UTI Value Fund does just that.
The fund employs a “Value” investment style, focusing on stocks that are undervalued relative to their intrinsic worth. By assessing both large-cap and mid/small-cap opportunities, the fund aims to identify businesses with strong growth potential that are currently mispriced. As of the end of September, approximately 64% of the fund’s portfolio is invested in large-cap stocks, including notable holdings like HDFC Bank, ICICI Bank, and Infosys.
In Siliguri, this fund could appeal to local investors looking for reliable investment options amidst economic fluctuations. With its focus on value and moderate risk, UTI Value Fund is positioned to offer reasonable returns for those aiming to enhance their equity portfolios over the medium to long term.
