365Telugu.com online news, Mumbai, January 6th, 2025: UTI Mutual Fund (UTI) has launched the UTI Quant Fund, an innovative open-ended equity scheme that leverages predictive modelling and UTI’s investment expertise to deliver superior returns. The New Fund Offer (NFO) will be open from 2nd January 2025 to 16th January 2025.
The UTI Quant Fund follows a quantitative investment strategy, dynamically adjusting to market conditions using a Factor Allocation Model that prioritizes four key factors –Momentum, Quality, Low Volatility, and Value. This unique approach aims to generate alpha over the benchmark while managing market volatility for better risk-adjusted returns.
Key Features of UTI Quant Fund:
- NFO Period: 2nd January 2025 to 16th January 2025
- Fund Manager: Mr. Sharwan Kumar Goyal, Head – Passive, Arbitrage & Quant Strategies, UTI AMC
- Benchmark: BSE 200 TRI
- Minimum Investment: ₹1,000 initially, with additional investments in multiples of ₹1
- Exit Load: 1% if redeemed within 90 days; Nil after 90 days
This quantitative model adapts across market cycles, allowing the fund to maintain flexibility in changing market environments. The strategy aims to balance risk and return through dynamic factor allocation, making it a strong option for investors seeking stable returns in different market conditions.
Commenting on the launch, Mr. Vetri Subramaniam, Chief Investment Officer at UTI AMC, said, “With the UTI Quant Fund, we aim to offer investors a research-driven, systematic approach to navigate complex markets. Our proprietary Factor Allocation Model combined with our Score Alpha process empowers investors to make informed decisions.”
Mr. Sharwan Kumar Goyal, Head of Passive, Arbitrage & Quant Strategies, added, “This fund is designed to offer flexibility and adaptability that traditional approaches might lack. By employing a dynamic fund allocation model, we aim to capture opportunities while effectively managing risks, making it an attractive option for investors.”
The UTI Quant Fund stands out due to its adaptability to market changes, reliance on evidence-based strategies, and a focus on long-term capital appreciation. Investors looking for consistent performance across varying market conditions can benefit from this innovative approach to equity investing.
Product Label and Riskometer
UTI Quant Fund
(An open-ended equity scheme following a quantitative investment theme)
This product is suitable for investors who are seeking*:
· Long term capital appreciation
· Investments predominantly following a quantitative investment theme
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
