Market Insight Equity - June 2026

Know about the latest developments in the equity market, along with the fund positioning and strategy of UTI Innovation Fund in Equity Markets Insight - June 2026. 00:00:00 – Introduction 00:03:22 – Impact of West Asia conflict on oil prices & supply 00:07:27 – AI-led Market Concentration Risks 00:09:51 – India’s inflation & growth outlook for FY27 00:13:39 – Impact of crude oil shocks on India’s key macros 00:24:54 – India vs the Rest of the World after a Year of Underperformance 00:26:25 – Market Performance, Earnings & Valuations Update 00:30:38 – UTI’s Proprietary Valuation Index 00:32:06 – Key takeaways 00:34:44 – UTI Innovation Fund: Core Investment Philosophy 00:39:18 – Key Investment Themes for UTI Innovation Fund 00:46:48– The Types of Businesses the Fund Looks For 00:50:34 – What makes UTI Innovation Fund a Unique Investment Proposition 00:54:16 - The Innovation Investment Universe Explained 00:57:13 - What Investors Should Know About Innovation Investing 00:59:31 - Q&A #UTIMutualFund #HaqEkBehtarZindagiKa #MarketInsight #Equity #