Get the free UTI Focussed Equity Fund Series IV (1104 days)

UTI Focussed Equity Fund KEY INFORMATION MEMORANDUM UTI Focussed Equity Fund Series IV (1104 days) (A Close ended Equity Scheme) This product is suitable for investors who are seeking*:Long term capital

How to fill out uti focussed equity fund

How to fill out uti focussed equity fund

1. To fill out the UTI Focussed Equity Fund, follow these steps:
2. Obtain the application form for UTI Focussed Equity Fund from the official UTI Mutual Fund website or any authorized distributor.
3. Read and understand the scheme information, Key Information Memorandum (KIM), and Statement of Additional Information (SAI) provided with the application form.
4. Fill in your personal details such as name, date of birth, PAN number, contact information, etc. Ensure that all the information is accurate and up to date.
5. Select the investment option (growth or dividend) based on your preference.
6. Choose the investment amount and mode of payment (cheque, online transfer, etc.).
7. If you are applying through a distributor, mention the distributor's ARN code.
8. Read and understand the risk factors associated with the fund.
9. Sign the application form and attach all the required documents such as PAN card copy, address proof, and bank account details.
10. Submit the filled-out application form along with the necessary documents to the nearest UTI Mutual Fund office or authorized distributor.
11. Keep a copy of the filled-out form and acknowledgment receipt for future reference and tracking of your investment.

Who needs uti focussed equity fund?

1. UTI Focussed Equity Fund is suitable for individuals who:
2. - Have a high risk appetite and are willing to invest in equities.
3. - Seek long-term capital appreciation and are willing to remain invested for a considerable period.
4. - Believe in the potential of focused equity investments.
5. - Have a diversified investment portfolio and want to add a focused equity fund to enhance portfolio returns.
6. - Are looking for a fund that invests in a concentrated portfolio of select stocks to deliver higher returns.
7. However, it is always advisable to consult with a financial advisor or mutual fund expert before investing in any specific mutual fund scheme.

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What is uti focussed equity fund?

UTI Focussed Equity Fund is a type of mutual fund that primarily invests in equity and equity related securities of focused sectors or industries.

Who is required to file uti focussed equity fund?

Investors who have investments in UTI Focussed Equity Fund are required to file their investment details while filing their tax returns.

How to fill out uti focussed equity fund?

To fill out UTI Focussed Equity Fund, investors need to provide details of their investment amount, NAV, capital gains, dividends, etc.

What is the purpose of uti focussed equity fund?

The purpose of UTI Focussed Equity Fund is to provide investors with long-term capital appreciation by investing in a focused portfolio of equity securities.

What information must be reported on uti focussed equity fund?

Investors must report their investment amount, gains/losses, dividends, and any other relevant financial information related to UTI Focussed Equity Fund.