UTI Mutual Fund

UTI Mutual Fund is one of the oldest and most trusted mutual fund houses in India. It was incorporated on January 14, 2003, as a successor to the erstwhile Unit Trust of India (UTI). UTI Mutual Fund is a part of the UTI Group, which is a leading financial services conglomerate in India.

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    Under sec 80C & 10(10D)
  • ₹1 Crore

    Invest ₹10k per month*
  • Zero LTCG Tax

Top performing plans˜ with High Returns**

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Top Performing Funds of UTI Mutual Fund

Fund Name Category 1-Year Returns  5-Years Return Fund Size
UTI Nifty 50 Index Fund Other 14.30% 14.79% ₹12,092
UTI Ultra Short Term Fund Debt 7.10% 5.76% ₹2,001
UTI Treasury Advantage Fund Debt 7.00% 4.82% ₹3,734
UTI Mastershare Fund Equity 13.00% 15.12% ₹11,314
UTI Mid Cap Fund Equity 17.80% 21.03% ₹8,881
UTI Core Equity Fund Equity 23.70% 17.32% ₹1,926
UTI Liquid Cash Fund Debt 7.00% 5.29% ₹21,910
UTI Bond Fund Debt 6.70% 4.59% ₹311
UTI Regular Savings Fund Hybrid 9.40% 8.41% ₹1,570
UTI Value Opportunities Fund Equity 16.50% 16.67% ₹7,540
UTI Short-term Income Fund Debt 7.10% 5.60% ₹2,389
UTI Equity Savings Fund Hybrid 13.60% 10.28% ₹283
UTI Hybrid Equity Fund Hybrid 18.80% 14.43% ₹4,788
UTI Credit Risk Fund Debt 7.60% -0.66% ₹417
UTI Money Market Fund Debt 7.40% 6.18% ₹10,644

About UTI Mutual Fund

UTI Mutual Fund, established in January 2003, is a SEBI-registered fund house with a robust foundation. It is supported by five prominent institutional partners: SBI, Bank of Baroda, Punjab National Bank, LIC, and T Rowe Price Group Inc. As of February 28, 2023, UTI Mutual Fund manages an impressive total Asset Under Management (AUM) of approximately Rs. 233,772 crores, securing 5.68% of the industry's AUM share. This showcases the fund's substantial presence and influence in the Indian mutual fund landscape.

Highlights of the UTI Mutual Fund

  • Offers a diverse range of 85+ primary mutual fund schemes catering to different risk preferences.

  • Includes 27 equity-based, 46 debt, 7 hybrid, and 5 specialized schemes (commodity, etc.).

  • Operates in 694 districts, with 163 financial centers and 56,600 distributors.

Key Information About UTI Mutual Fund

Asset Management Company Name UTI Asset Management Co. Ltd. 
Mutual fund name UTI Mutual Fund
Founded February 1, 2003
MD and CEO Mr. Imtaiyazur Rahman
AMC Incorporation Date 05 September 1994
Compliance Officer Mr. Vivek Maheshwari
Investor Service Officer Ms. Nanda Malai
Top Fund Managers  Mr. Sharwan Kumar Goyal
Mr. Kausik Basu
Mr. Ritesh Nambiar
Mr. Ajay Tyagi

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

What are the Documents Required to Invest in UTI Mutual Fund?

The following documents are required to invest in UTI Mutual Fund:

KYC (Know Your Customer) documents:

  • Proof of Identity: Aadhaar card, Passport, Voter ID card, Driving license, PAN card with photograph, or any other government-issued identity card with photograph.

  • Proof of Address: Passport, Voter ID card, Ration card, Registered Lease or Sale Agreement of Residence, Driving License, Flat Maintenance bill, or Insurance Copy.

FAQ's

  • Is UTI a good mutual fund?

    Yes, UTI is a good mutual fund house. It is one of the oldest and most trusted mutual fund houses in India, with a strong track record of performance. UTI Mutual Fund offers a wide range of mutual fund schemes across all asset classes, including equity, debt, and hybrid schemes.
  • Which UTI Mutual Fund is best?

    The best UTI Mutual Fund for you will depend on your individual investment goals and risk tolerance. However, some of the popular UTI Mutual Funds that have performed well in recent years include:
    • UTI Nifty 50 Index Fund

    • UTI Nifty Next 50 Index Fund

    • UTI Flexi Cap Fund

    • UTI Value Opportunities Fund

    • UTI Mastershare Unit Scheme

    • UTI Banking & Financial Services Fund

    • UTI Core Equity Fund

  • What is the rate of UTI funds?

    The rate of UTI funds varies depending on the type of fund and the current market conditions. You can check the latest NAV (net asset value) of UTI funds on the UTI Mutual Fund website or on any mutual fund investment platform.
  • How can I check my UTI Mutual Fund details?

    There are two ways to check your UTI Mutual Fund details:
    • Online: You can log in to your UTI Mutual Fund account on the UTI Mutual Fund website and view your account details, including your folio number, NAV, and investment balance.

    • Offline: You can visit a UTI Mutual Fund branch office and submit a request to know your account details.

*All savings are provided by the insurer as per the IRDAI approved insurance plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
++Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

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