Investment philosophy

sunandaC

New member
UTI Mutual Fund’s investment philosophy is to deliver consistent and stable returns in the medium to long term with a fairly lower volatility of fund returns compared to the broad market.

It believes in having a balanced and well-diversified portfolio for all the funds and a rigorous in-house research based approach to all its investments.

It is committed to adopt and maintain good fund management practices and a process based investment management.

UTI Mutual Fund follows an investment approach of giving as equal an importance to asset allocation and sectoral allocation, as is given to security selection while managing any fund.

It combines top-down and bottom-up approaches to enable the portfolios/funds to adapt to different market conditions so as to prevent missing an investment opportunity.

In terms of its funds performance, UTI Mutual Fund aims to consistently remain in the top quartile vis-à-vis the funds in the peer group.
 

rosemarry2

MP Guru
UTI Mutual Fund’s investment philosophy is to deliver consistent and stable returns in the medium to long term with a fairly lower volatility of fund returns compared to the broad market.

It believes in having a balanced and well-diversified portfolio for all the funds and a rigorous in-house research based approach to all its investments.

It is committed to adopt and maintain good fund management practices and a process based investment management.

UTI Mutual Fund follows an investment approach of giving as equal an importance to asset allocation and sectoral allocation, as is given to security selection while managing any fund.

It combines top-down and bottom-up approaches to enable the portfolios/funds to adapt to different market conditions so as to prevent missing an investment opportunity.

In terms of its funds performance, UTI Mutual Fund aims to consistently remain in the top quartile vis-à-vis the funds in the peer group.

Hello there,

Here I am up-loading Choosing an Investment Philosophy by Aswath Damodaran, please check attachment below.
 

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