Having track record of wealth creation for over 30 years, UTI Mastershare Unit Scheme is India’s first equity oriented fund (launched in October 1986). The Fund has a corpus of over Rs. 6,200-crore with over 6-lakh live investor accounts as on July 31, 2020. The Fund aims at securing capital appreciation or income distribution over a long term, follows a disciplined approach to invest and has maintained stream of annual dividends every year since its inception. UTI Mastershare Unit Scheme has distributed a total dividend of more than Rs. 3,700-crore in last 15 years.
UTI Mastershare Unit Scheme being categorized as Large Cap Fund thus has a portfolio of leading well-known companies. The Top 10 stocks account for about 47% of the portfolio. UTI Mastershare Unit Scheme, an open-ended equity scheme predominantly aims to invest in large-cap companies having a competitive advantage in their respective fields. It follows an investment style of Growth at Reasonable Price (GARP) for stock picking. UTI Mastershare Unit Scheme aims to invest in companies that are fundamentally strong with control on borrowings, consistent revenue growth, focus on profitability and a higher return on capital than cost of capital and consistent operating cash-flows generation.
