UTI Power of Three

Diversified
  • What is UTI Power of Three?

    “UTI Power of Three” is a communication approach where the stimulus is on building one’s “CORE” equity portfolio by employing three distinct investment styles. The three funds which the UTI Power of Three focuses on are: 

    1. UTI Mutual Fund

      UTI Mastershare Unit Scheme, Large Cap Fund - An open ended equity scheme predominantly investing in large cap stocks following the Growth at Reasonable Price (GARP) style of investment. 

    2. UTI Mutual Fund

      UTI Equity Fund, Multi Cap Fund - An open ended equity scheme investing across large cap, mid cap, small cap stocks which follows the growth style of investment.

    3. UTI Mutual Fund

      UTI Value Opportunities Fund, Value Fund - An open ended equity scheme following a value investment strategy.  

    A well balanced portfolio should have allocations into distinct investment styles, albeit the allocation would be dependent on the investor’s risk profile or preference. UTI Power of Three which has three distinct styles could be a solution for one’s equity allocation worries.

  • Why invest in UTI Power of Three?

    Some of the concerns an investor might always have would include, where to invest, which investment strategy to follow, which market cap to invest-in, how to earn consistent returns etc.

    UTI Power of Three provides such conundrums with an easy solution of investing in funds which follow distinct strategies, investing in well-researched stocks across sectors and across the market cap, without being highly concentrated at stock or sector level. Here are the key features of the funds:

    1. UTI Mutual Fund

      Long term track record: Each of the funds have long history of existence and have weathered multiple market cycles. Incidentally, UTI Mastershare Unit Scheme is also India’s first equity oriented scheme launched in 1986, UTI Equity Fund had the largest investor base at its launch in 1992 and UTI Value Opportunities Fund launched in 2005 has generated healthy returns to its investors. 

    2. UTI Mutual Fund

      Distinct investment approach: Funds follow distinct investment approaches from that of each other Vis., Growth, Value and GARP (Blend). Furthermore, funds are managed by industry experts having decades of experience are committed to the investment style that they pursue to build the portfolios and continuously thrive for alpha generation.

    3. UTI Mutual Fund

      Diversified portfolio allocation: With differentiated investment styles and prudent allocations to the funds has a potential for wealth creation over medium to long-run. Allocation to these funds would also fits into one’s core equity allocation.

Returns Calculator

of Rs
Must be a multiple of 100 and greater than 0.
for
  • vs
This Scheme BSE 100 Fixed Deposit Gold PPF
3 months 109.25 105.89 117.65 178.67 134.78
9 months 109.25 105.89 117.65 178.67 134.78
1 year 109.25 105.89 117.65 178.67 134.78
3 years 139.25 145.89 137.65 188.67 112.78
5 years 164.25 105.89 117.65 178.67 134.78
Since Inception 109.25 105.89 117.65 178.67 134.78

Returns Calculator

of Rs
Must be a multiple of 100 and greater than 0.
for
  • vs
This Scheme BSE 100 Fixed Deposit Gold PPF
3 months 109.25 105.89 117.65 178.67 134.78
9 months 109.25 105.89 117.65 178.67 134.78
1 year 109.25 105.89 117.65 178.67 134.78
3 years 139.25 145.89 137.65 188.67 112.78
5 years 164.25 105.89 117.65 178.67 134.78
Since Inception 109.25 105.89 117.65 178.67 134.78

Returns Calculator

of Rs
Must be a multiple of 100 and greater than 0.
for
  • vs
This Scheme BSE 100 Fixed Deposit Gold PPF
3 months 109.25 105.89 117.65 178.67 134.78
9 months 109.25 105.89 117.65 178.67 134.78
1 year 109.25 105.89 117.65 178.67 134.78
3 years 139.25 145.89 137.65 188.67 112.78
5 years 164.25 105.89 117.65 178.67 134.78
Since Inception 109.25 105.89 117.65 178.67 134.78
Find out how much you need to start saving Check Our SIP Calculator Check Our Goal Calculator
UTI Power of Three is only a communication approach applied to various investment types from UTI MF. Data as on 30th June, 2020. UTI Mastershare Unit Scheme is an open ended equity scheme predominantly investing in large cap stocks. As per new norms for definition of Market Capitalisation prescribed by SEBI, classification would be: Large Cap: 1st - 100th company (full market cap), Mid Cap: 101st - 250th company (full market cap), Small Cap: 251st company onwards (full market cap). UTI Equity Fund is an open ended equity scheme investing across large cap, mid cap, small cap stocks. UTI Value Opportunities Fund is an open ended equity scheme following a value investment strategy.*UTI Mastershare Unit Scheme Inception date is 15th October, 1986. #8 million = 0.15 million investors for UTI Mastershare Unit Scheme as on date of inception 15th October 1986 (Current Investors - over 0.6 million as on 30th June, 2020) + 0.13 million investors for UTI Value Opportunities Fund as on date of inception 20th July 2005 (Current Investors - over 0.4 million as on 30th June, 2020) + 6 million investors for UTI Equity Fund as on date of inception 18th May 1992 (Current Investors - over 1.2 million as on 30th June, 2020). **Total dividend paid out in UTI Mastershare Unit Scheme, UTI Value Opportunities Fund and UTI Equity Fund from June 1987 till 30th June, 2020. Past performance may or may not be sustained in future. Pursuant to payment of dividend, the NAV of the respective options of the schemes would fall to the extent of payout and statutory levy (if applicable). Distribution of dividend is subject to trustee's approval and availability of distributable surplus.
UTI Mutual Fund
UTI Mastershare Unit Scheme
This product is suitable for investors who are seeking:
  • Long term capital appreciation
  • Investment predominantly in equity instruments of large cap companies
UTI Equity Fund
This product is suitable for investors who are seeking:
  • Long term capital appreciation
  • Investment in equity instruments of companies with good growth prospects across the market capitalization spectrum
UTI Value Opportunities Fund
This product is suitable for investors who are seeking:
  • Long term capital appreciation
  • Investment in equity instruments following a value investment strategy across the market capitalization spectrum

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.