myplexus

NFO Monitor

Fund Fact

Name of Funds:

UTI Multi Cap

Opening:

29th April 2025

Closing:

13th May 2025

Minimum Investment:

Rs. 1,000/- and in multiples of Re.1/- thereafter.

Plan:

Regular and Direct

Options:

Growth

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units are redeemed/switched out within 90 days from the date of allotment.

Fund Stats

Objective:

The scheme shall seek to generate long-term capital appreciation by investing predominantly in equity and equity related securities of companies across the
market capitalization spectrum.

Benchmark:

NIFTY 500

Fund Manager:

Karthikraj Lakshmanan

Asset Allocation

75-100% Equity upto 25% Money Market

upto 25% Debt upto 10% Others

Comparable existing schemes

WhiteOak Capital Multi Cap Fund	-4.23(6M)	11.90(1Y)
Axis Multicap Fund	-5.92(6M)	11.59(1Y)

Fund Prognosis

Idea Distiller

Surprising. The oldest fund house does not have a multi cap till now. And so the launch.

Fund House AAUM:
Rs 33998289.8 Lakhs(as on 31st March, 2025)
Fund Manager:
Experience of above 17 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Nothing. Period.

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