Fund Analysis

Pays to be Conservative

UTI Monthly Income Scheme has performed well in all market conditions by adopting a conservative stance...

We like this fund for its consistent conservative position, which has aided performance in volatile as well as the bear phase of the markets. Strategy This fund focuses on capital preservation and paying out income under the income option. The fund follows an unadventurous style, with a maximum 25 per cent equity allocation, tilted towards large-caps. The fund managers endeavour to generate consistent returns with lower volatility by following bottom-up approac

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