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SERIES MISAPPLICATION FORM UTI Dual Advantage Fixed Term Fund Series III (A Close ended Hybrid Scheme) The product is suitable for investors who are seeking*: income over long term investment horizon
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How to fill out a close-ended hybrid scheme
How to fill out a close-ended hybrid scheme
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What is a close-ended hybrid scheme?
A close-ended hybrid scheme is a type of investment scheme that has a fixed number of units that are traded on the stock exchange.
Who is required to file a close-ended hybrid scheme?
The fund manager or issuer of the close-ended hybrid scheme is required to file it.
How to fill out a close-ended hybrid scheme?
To fill out a close-ended hybrid scheme, the fund manager or issuer must provide information about the fund's objectives, investments, and performance.
What is the purpose of a close-ended hybrid scheme?
The purpose of a close-ended hybrid scheme is to provide investors with exposure to a diversified portfolio of assets in a transparent and regulated manner.
What information must be reported on a close-ended hybrid scheme?
The information that must be reported on a close-ended hybrid scheme includes the fund's holdings, performance, expenses, and risk factors.
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