Skip to main content

UTI SMALL CAP FUND||Should you Invest?

 Category average return is 16.41% in 3 Months,22.80 in 1 year.

   An Open-ended Equity Scheme aims to generate Long Term Capital appreciation by investing in equity and equity related Securities of small cap companies.



NFO DETAILS:-


Open From:-02-Dec-2020


Closing On:-16-Dec-2020


Date Of Allotment:-22-Dec-2020


Min Investment:-5,000


Fund Manager:-Ankit Agarwal


NAV:-Rs.10 During NFO PERIOD.


Exit Laid:-1%if redeemed within 1 year.



Benchmark:-NIFTY SMALL CAP 250 INDEX


Risk:-Moderately High


Invesment Objective:-The Scheme Seeks to generate Long term capital appreciation by investing predominantly in Equity and equity related Securities of small cap companies.


Category Average Return:-


SBI small Cap Fund:-


  1. Month:-14.16%
1 Year:-26.09%

3 Year:-5.69%

5 Year:-16.89%

Max.:-24.57%



Suitable For:-

  • Long Term View investor (5-7years).

  •  Wealth Creation

  • Investors who want to invest in Small Cap Companies stocks.

Investors Should Consult With their Financial Advisor Before invest...



Comments

Post a Comment

Popular posts from this blog

Groww Nifty India Internet ETF FoF NFO: A Gateway to India’s Digital Revolution

  🌐 Groww Nifty India Internet ETF FoF NFO: A Gateway to India’s Digital Revolution         What’s Inside the NFO? Launch Dates: Opens June 13, 2025 and closes June 27, 2025  . Minimum Investment: ₹ 500; no exit load  . Offer Price: Units offered at ₹ 10 during NFO  . Scheme Type: Fund of Funds (FoF) investing in Groww Nifty India Internet ETF (‘the ETF’)  . Fund Managers: Nikhil Satam, Aakash Chauhan & Shashi Kumar  . Investment Objective The scheme aims for long-term capital growth by mirror‑investing at least 95% in the ETF, which itself replicates the Nifty India Internet Index – TRI  . Assets not invested in the ETF may be directed to debt or money market instruments (up to 5%) . Why the Internet Index? 21 companies across e‑commerce, fintech, digital travel, stockbroking, online media, etc.  . Index is market‑cap weighted (capped at 20% per stock), rebalanced quarterly and reconstituted s...
Post a Comment
Read more

AXIS MUTUAL FUND TO LAUNCHAXIS TECHNOLOGY ETF

  Axis Mutual Fund Launching it's Technology Fund Category Average Returns in Last 6 Months is 26.30% An Open-Ended Exchange Traded Fund tracking NIFTY IT INDEX. Issue Open From:-18-Mar-2021 Issue Closing On:-23-Mar-2021 Fund Manager:- Mr.Jinesh Gopani Mr.Viresh Joshi Benchmark:- NIFTY IT TRI Expense Ratio:-Upto 1% Exit Load:-Nil Invesment Objective :-The Scheme Seeks to provide returns Before expenses that closely correspond to the Total Return of NIFTY IT INDEX, subject To Tracking Error. Read The Scheme Information Documents Risk:- High Suitable For:- Long Term Wealth Creation Invest In IT Sector Fund How will The Scheme Allocates Its Assets.. 95%-100% Equity Instruments coveted By constituting NIFTY IT INDEX 0-5% In Debt&Money Market Instruments. Performance Of Existing Schemes:- 1.ICICI PRUDENTIAL IT ETF:- 3 Months:-14.67% 6 Months:-33.47% 2.SBI IT ETF:- 1 Month:-2.91% 3 Month:-15.16%
Post a Comment
Read more

Name of Some International Funds,Fund of Funds, Multicap funds.

   Hello everyone,If you watch my video I tell about International funds, Fund of Funds,Multi cap funds So here are some funds    Fund ofFunds:- 1).Quantum equity FOF                              2).HDFC dynamic PE ration FOF                              3).Franklin india life stage FOF International Funds:- 1).Invesco india pan european equity fund                                           2)Kotak global emerging equity fund                                           Multi cap funds:- 1).Invesco multi cap funds                           ...
Post a Comment
Read more