An open-ended Equity Scheme having freedom to invest across sectors.
Investment Objective*
The investment objective of the scheme is to achieve long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities. However there can be no assurance that the investment objective of the scheme will be achieved.
Is this fund for you?
Union KBC Equity fund (UKEF) is the first diversified equity fund, from the stable of Union KBC Mutual Fund, being linked to BSE-100 index as its benchmark. Being a diversified equity fund, UKEF has the freedom of investing across sectors, thus providing you the benefit of diversification. While discovering stocks for its portfolio UKEF will consider macro-economic factors and follow a combination of both top-down as well as bottom-up approach of investing. The top-down approach shall involve analysis of macro-economic factors, industry evaluation, benchmark industry allocation, market outlook amongst others and shall be used to determine the asset allocation including cash levels and / or the target sector allocation. The bottom-up approach on the other hand will help UKEF scan market opportunities and shall help it evaluate individual companies on their merits by taking into account both quantitative as well as qualitative parameters.....Read More
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