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Application format Small Cap Fund (An open-ended equity scheme predominantly investing in small cap stocks) THIS PRODUCT IS SUITABLE FOR INVESTORS WHO ARE SEEKING*: along term capital appreciation
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How to fill out uti small cap fund
How to fill out uti small cap fund
01
To fill out UTI Small Cap Fund, follow these steps:
02
Obtain the application form from UTI Mutual Fund or their authorized agents.
03
Fill in your personal details, including name, address, contact information, and PAN number.
04
Choose the relevant investment option, such as lump sum or systematic investment plan (SIP).
05
Provide your bank account details for investment and redemption purposes.
06
Select the investment amount and mode of payment (cheque, online transfer, or net banking).
07
If applying through SIP, mention the monthly SIP amount and duration.
08
Read and understand the terms and conditions, including risks involved and fund objectives.
09
Attach necessary documents, such as identity proof, address proof, and PAN card copy.
10
Sign the form and submit it along with the required documents to UTI Mutual Fund or their authorized agents.
11
Make the payment for the investment as per the chosen mode of payment.
12
Once processed, you will receive a confirmation statement and account statements periodically.
Who needs uti small cap fund?
01
UTI Small Cap Fund is suitable for individuals who:
02
- Have a higher risk appetite and are willing to invest in small-cap companies
03
- Seek long-term capital appreciation and are willing to stay invested for a considerable period
04
- Understand and acknowledge the risks associated with small-cap investments
05
- Can tolerate volatile market conditions
06
- Prefer actively managed funds with the potential for higher returns
07
- Have a diversified investment portfolio and are looking to add exposure to small-cap stocks
08
- Are seeking tax benefits through equity-linked savings scheme (ELSS) option offered by the fund
09
- Are willing to conduct thorough research on small-cap companies and stay updated with market trends
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What is uti small cap fund?
UTI Small Cap Fund is an open-ended equity mutual fund that primarily invests in small-cap stocks to help investors achieve long-term capital appreciation.
Who is required to file uti small cap fund?
Investors who wish to invest in the UTI Small Cap Fund are required to complete the necessary documentation and KYC (Know Your Customer) compliance.
How to fill out uti small cap fund?
To fill out an application for UTI Small Cap Fund, investors must provide personal details, KYC information, and financial details, and submit the application with the required documents to UTI Asset Management Company.
What is the purpose of uti small cap fund?
The purpose of UTI Small Cap Fund is to generate long-term wealth creation through investments in small-cap companies with high growth potential.
What information must be reported on uti small cap fund?
Investors must report their investment amount, personal identification details, and KYC documentation when filing for the UTI Small Cap Fund.
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