UTI Large and Mid Cap Short Script V2 (1).docx

**UTI Large & Midcap Fund** (Short Form Script) Duration 3 -- 4 mins. Equity across market caps as an asset class plays a significant role in wealth creation journey of an investor. Large-cap stocks are like seasoned veteran players dependable and experienced playing at national level, while mid...

**UTI Large & Midcap Fund** (Short Form Script) Duration 3 -- 4 mins. Equity across market caps as an asset class plays a significant role in wealth creation journey of an investor. Large-cap stocks are like seasoned veteran players dependable and experienced playing at national level, while mid and small cap stocks having the potential of higher growth though on assumption of higher risk are similar to young promising talent which lacks experience like veterans but are playing at state level with inherent potential to be part of the national team. *(Voice over with simple story telling being animated )ng* With an holistic long term growth view, a coach will always endeavor both category of players to create an ideal robust team. UTI Large & Midcap Fund precisely offers this blend to an investor at a slightly higher risk than pure large-cap funds. The primary differentiator is its value style investing which has made a comeback under favorable market conditions after the post covid recovery of the markets. *(Voice over with simple story telling being animated )* The fund identifies opportunities across market caps where stocks are undervalued relative to its historic record or peer with ability to generate RoCEs \> Cost of Capital. The monitoring is on-going across the entire cycle without exception. Similar to a balanced sports team having the potential to adjust its game strategy to different opponents/ conditions, this blended portfolio will navigate market volatility without missing the growth opportunities. It adopts top down approach for sector selection but stock selection sees bottom up approach. The scheme is also open for stocks not forming part of benchmark index. *(Voice over with simple story telling being animated )* Very similar to how a coach evaluates the performance before the team selection, the fund's diligent exclusion filters ensure that companies with weak cash flows or growth attributes or high borrowings do not form part of the portfolio. Due to its philosophy the portfolio manages to get better discounts than the benchmark. So here are 4 reasons, why one cannot miss out this investment opportunity today 1. Favorable market conditions for value-oriented investment strategy which diligently filters undervalued stocks with strong growth prospects for investments to unlock their real value in future 2. Leverage offered for equity exposure with the comfort of large-cap stable returns without missing out on the growth opportunities offered by mid and small cap stocks assuming slightly higher risk 3. Longer holding periods play out better for long term financial goals 4. Actively churned portfolio on an on-going basis to discipline the value -- oriented approach without exception This scheme presents today a prime entry opportunity, for generating returns over long term. Seize the chance, sow the seeds for potential future gains -- Invest today ! *Voice over for the highlights and CTA to appear on the screen -- make hay while the sun shines, grab this investment opportunity today !*