In a rapidly evolving investment landscape, the UTI Value Fund stands out as a robust option for investors seeking long-term capital growth. Established in 2005, this fund boasts an impressive asset under management (AUM) of over ₹10,750 crores as of September 30, 2024. Financial experts emphasize the importance of well-diversified funds that capture a broad spectrum of market opportunities, and the UTI Value Fund effectively addresses this need.
The fund employs a “Value” investment strategy, targeting stocks priced below their intrinsic value. This strategy encompasses both large-cap and mid/small-cap stocks, offering a balanced approach to investment. Currently, about 64% of the portfolio is allocated to large-cap stocks, with significant holdings in companies like HDFC Bank, ICICI Bank, and Infosys.
In Siliguri, the UTI Value Fund presents an attractive opportunity for local investors. With a focus on value investing and moderate risk, it appeals to individuals seeking reliable returns amidst market fluctuations. As Siliguri continues to grow economically, the fund’s diversified approach could be a key driver for investors aiming to enhance their equity portfolios and capitalize on long-term market trends.
