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UTI Most Wanted Funds PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The UTI Most Wanted Funds PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Flexi Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an Undisclosed Amount.

Over the last 1 year, it delivered a strong return of 21.4%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

UTI Most Wanted Funds PMS Strategy or Investment Approach - PMS Details

Strategy Name

Most Wanted Funds

Start Date

28 June 2017

Category

Flexi Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Amit Sharma

1 Yr. Return

21.40%

3 Yr. Return

11.25%

5 Yr. Return

24.50%

UTI Most Wanted Funds Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

34.26%

Top 5 Sectors%

67.48%

Portfolio Age

8 Yrs

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

UTI Most Wanted Funds PMS Strategy - Cost or Charges

Fixed Fees

2.1% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

10% (if above 12% profit)

Exit Load 1st Year

2.50%

Exit Load 2nd Year

1.50%

Exit Load 3rd Year

0.50%

UTI Most Wanted Funds PMS Investment Approach - Portfolio Composition

Large Cap

46.86%

Mid Cap

28.65%

Small Cap

20.68%

Cash & Equivalent

3.80%

Check out Business Opportunities with Similar Brands

UTI Most Wanted Funds Portfolio Strategy - Top 5 Sectors

Banks

Not Disclosed

Industrial Products

Not Disclosed

Retailing

Not Disclosed

Non Banking Financial Company (NBFC)

Not Disclosed

Services

Not Disclosed

Customer ratings and reviews of UTI Most Wanted Funds PMS Strategy

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