The UTI Mutual Fund is managed and owned by UTI Asset Management Company Ltd which is functional since February 2003. UTI AMC is one of the topmost financial institutions in the country in whose heart vests the benefit of its investors and Indian Nationals. UTI caters to a bouquet of businesses like international business, mutual funds, retirement solutions, alternative investment assets and, portfolio management services. Till the early 90s, UTI was the only capital market investment instrument available to the general public in India. UTI Mutual Fund is best known for showing excellent flexibility and a well-distributed portfolio across various sectors. Another feather in the hat of this fund house is that it has been a major player in contributing towards the rural development of the country and aided to great extent in the development of financial institutions and financial products and services across the nation.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
UTI Banking and Financial Services Fund - Direct | Sector - Financial Services | High | 16.14 | 714.32 |
UTI Nifty Index Fund - Direct | Index Funds | Moderately High | 14.68 | 1276.4 |
UTI Master Share - Direct | Large-Cap | Moderately High | 12.39 | 5972.68 |
UTI Equity Fund - Direct | Multi-Cap | Moderately High | 12.29 | 9369.34 |
UTI Infrastructure Fund - Direct | Equity - Infrastructure | High | 12.06 | 1395.22 |
UTI-Dividend Yield Fund -Direct | Dividend Yield | Moderately High | 12.01 | 2549.62 |
UTI Long Term Equity Fund - Direct | ELSS (Tax Savings) | Moderately High | 11.08 | 1191.08 |
UTI Value Opportunities Fund -Direct | Value | Moderately High | 11 | 4583.06 |
UTI Gilt Fund - Direct | Government Bond | Moderate | 10.11 | 465.06 |
UTI Hybrid Equity Fund - Direct | Aggressive Allocation | Moderately High | 9.46 | 5948.83 |
UTI Mutual Fund AMC offers some of the best mutual fund schemes in India. Some of the top-performing mutual funds of UTI Mutual Fund given below.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
UTI Mid Cap Fund - Direct | Mid-Cap | Moderately High | 7.29 | 3822.12 |
UTI Liquid Fund - Cash Plan - Institutional Plan - Direct | Liquid | Low | 7.17 | 24244.14 |
UTI Money Market Fund - Institutional Plan -Direct | Money Market | Moderately Low | 7.51 | 4170.7 |
UTI Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
UTI Banking and Financial Services Fund - Direct | Sector - Financial Services | High | 16.14 | 714.32 |
UTI Nifty Index Fund - Direct | Index Funds | Moderately High | 14.68 | 1276.4 |
UTI Master Share - Direct | Large-Cap | Moderately High | 12.39 | 5972.68 |
UTI Equity Fund - Direct | Multi-Cap | Moderately High | 12.29 | 9369.34 |
UTI Infrastructure Fund - Direct | Equity - Infrastructure | High | 12.06 | 1395.22 |
Hybrid Schemes or balanced schemes bridge the gap between equity and debt schemes. This category is characterized by a portfolio that is made up of a mix of equity stocks and bonds and will suit investors looking for debt plus returns with higher levels of risk than fixed income schemes.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
UTI Hybrid Equity Fund - Direct | Aggressive Allocation | Moderately High | 9.46 | 5948.83 |
UTI Regular Savings Fund -Direct | Conservative Allocation | Moderately High | 7.59 | 2561.67 |
UTI Multi Asset Fund -Direct | Multi Asset Allocation | Moderately High | 7.4 | 842.85 |
UTI Retirement Benefit Pension Fund - Direct Plan | Debt-oriented Aggressive | Moderately High | 7.29 | 2656.31 |
UTI Arbitrage Fund - Direct | Arbitrage Fund | Moderately Low | 6.71 | 1494.87 |
UTI Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
UTI Gilt Fund - Direct | Government Bond | Moderate | 10.11 | 465.06 |
UTI Money Market Fund - Institutional Plan -Direct | Money Market | Moderately Low | 7.51 | 4170.7 |
UTI Liquid Fund - Cash Plan - Institutional Plan - Direct | Liquid | Low | 7.17 | 24244.14 |
UTI Credit Risk Fund -Direct | Credit Risk | Moderate | 6.92 | 4898.62 |
UTI Overnight Fund - Direct | Overnight | Low | 6.62 | 359.52 |
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 5.88 | 11.02 | 8.82 |
Category Average Returns | 5.41 | 6.97 | 8.28 |
Benchmark Returns (NIFTY 50 Total Return) | 5.02 | 9.8 | 7.7 |
The Fund endeavours to replicate the underlying index of Nifty 50. It is a passively managed fund that endeavour to minimize the return differential between the fund and the underlying index.
This product is suitable for investors who are seeking:
Fund seeks to mimic the Nifty 50 Index, by buying the same number of stocks in the same proportion as they are in the index and does not take any active sector or stock exposure that is different from what is seen on the index. The constituents of the index represent the largest companies across the sectors, which are most liquid and have lower company specific risk.
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 9.44 | 9.26 | 12.24 |
Category Average Returns | 17.84 | 12.98 | 14.64 |
Benchmark Returns ( NIFTY Financial Services TRI) | 6.6 | 8.86 | 14.86 |
The Fund is a sector-oriented portfolio. The Fund predominantly invests in companies engaged in the banking, insurance and financial services related activities of the Indian economy. The Fund aims to invest across the existing and evolving sub-sectors in this space. The Fund is agnostic to market capitalization and will take concentrated exposure to certain stocks.
This product is suitable for investors who are seeking:
UTI Banking and Financial Services Fund has a sector-oriented portfolio. The Fund predominantly invest in stocks of companies engaged in the banking, insurance and financial services related activities. The objective of the scheme is to generate long term capital appreciation.
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 14.7 | 8.7 | 10.6 |
Category Average Returns | 14.87 | 7.45 | 9.96 |
Benchmark Returns (CRISIL Dynamic Gilt TRI) | 17.82 | 7.39 | 10.04 |
The investment objective of the scheme is to generate credit risk-free return through investment in securities issued by the Central Government and/or a State Government and/or a security unconditionally guaranteed by the Central Government and/or a State Government for the repayment of principal and interest.
This product is suitable for investors who are seeking:
A long-term gilt scheme which predominantly invests in G-Secs issued by the central and/or state government. The scheme aims to provide stable and regular returns with a possibility of capital appreciation over a long-term horizon. From a credit perspective, investments are made in highest credit risk rated instruments - Government Securities; minimalizing the credit risk of the portfolio.
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 4.38 | 9.6 | 9.96 |
Category Average Returns | 5.92 | 9.08 | 10.47 |
Benchmark Returns (S&P BSE 200 TRI) | 4.15 | 10.19 | 9.73 |
The objective of the scheme is to generate long term wealth creation by investing predominantly in equity and equity related securities of companies across the entire market capitalisation spectrum.
This product is suitable for investors who are seeking:
The Fund endeavours to pick high quality businesses in growing industries that can generate economic value through the cycle rather than cyclical industries which are highly volatile. The Investment strategy involves picking stocks with strong earnings quality (high operating cash flow and high free cash flow) and those which can continue to show strong growth pattern in the foreseeable future, thus compounding the investor’s wealth.
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 8.75 | 7.62 | 7.92 |
Category Average Returns | 8.18 | 7.38 | 7.88 |
Benchmark Returns (CRISIL Money Market Index) | 4.67 | 4.25 | 4.61 |
The objective of the scheme is to generate sufficient income with high levels of liquidity through investment in a portfolio of money market instruments(MMIs).
This product is suitable for investors who are seeking:
The scheme predominantly invests in money market instruments such that the portfolio duration is up to 1 year. Scheme aims to provide high level of liquidity by investing in quality instruments with lower risk.
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