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.
Guaranteed Tax SavingsUnder sec 80C & 10(10D)
₹1 CroreInvest ₹10k per month*
Zero LTCG TaxUnlike 10% in Mutual Funds
Top performing plans with High Returns*
Invest ₹10K/month & Get ₹1 Crore returns*
Invest For (in Years)
Stay invested for (in Years)
Expected rate of return (in %)
|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|
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.
|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
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.
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
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
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
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