of investing with
UTI Power of Three
-
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:
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.
UTI Flexi Cap Fund, Flexi Cap Fund -An open ended equity scheme investing across large cap, mid cap, small cap stocks which follows the growth style of investment.
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:
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 Flexi Cap 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.
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.
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.

- Long term capital appreciation
- Investment predominantly in equity instruments of large cap companies
- Long term capital appreciation
- Investment in equity instruments of companies with good growth prospects across the market capitalization spectrum
- 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.