Uti Mutual Funds
UTI Asset Management Company (AMC) manages over Rs 20.16 lakh crore in assets. The company was founded in 2002. It oversees UTI Mutual Fund and is sponsored by five stakeholders, including LIC and the State Bank of India. After the Unit Trust of India was reorganised in accordance with a 2002 statute, UTI Mutual Fund was carved out in 2003. The government established the first Unit Trust of India in 1963. Through its primary and subsidiary business units, UTI AMC has operations in over 40 countries.
61 funds
UTI Transportation & Logistics Fund
Equity • Other • Direct Growth3Y CAGR
26.09%
Expense ratio
0.89%
Returns vs category
N/A
Risk vs category
N/A
UTI Infrastructure Fund
Equity • Infrastructure • Direct Growth3Y CAGR
25.32%
Expense ratio
1.81%
Returns vs category
Risk vs category
UTI Large & Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
25.17%
Expense ratio
0.98%
Returns vs category
Risk vs category
UTI Healthcare Fund
Equity • Healthcare • Direct Growth3Y CAGR
23.84%
Expense ratio
1.23%
Returns vs category
N/A
Risk vs category
N/A
UTI Banking and Financial Services Fund
Equity • Financial Services • Direct Growth3Y CAGR
22.22%
Expense ratio
1.2%
Returns vs category
Risk vs category
UTI Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
22.09%
Expense ratio
0.75%
Returns vs category
Risk vs category
UTI Value Fund
Equity • Value • Direct Growth3Y CAGR
21.99%
Expense ratio
1.13%
Returns vs category
Risk vs category
UTI Dividend Yield Fund
Equity • Dividend Yield • Direct Growth3Y CAGR
21.54%
Expense ratio
1.37%
Returns vs category
N/A
Risk vs category
N/A
UTI Multi Asset Allocation Fund
Hybrid • Multi Asset • Direct Growth3Y CAGR
21.41%
Expense ratio
0.41%
Returns vs category
N/A
Risk vs category
N/A
UTI Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
20.99%
Expense ratio
0.92%
Returns vs category
Risk vs category
About
AMC Summary
As of September 2024, UTI Mutual Fund manages over Rs 20.16 lakh crore in assets. Its quarterly average AUM is Rs 3.42 lakh crore and the company has more than 1.2 crore live folios. The mutual fund has 61 different schemes across index, debt, hybrid, and equity categories.
About UTI Mutual Funds
UTI Mutual Fund, which is overseen by UTI Asset Management Company (AMC), is a popular fund. It has 61 mutual fund schemes spread across categories. The company provides a broad choice of investing options.
UTI AMC has more than 190 financial facilities in India and is active in more than 40 countries. It’s known for its dependability and performance.
UTI Mutual Funds reported a quarterly average AUM of Rs 3.42 lakh crore, as of September 2024. The State Bank of India is one of the four biggest state-owned financial institutions in India that back the AMC. T. Rowe Price, a US-based investment manager, bought a 26 percent stake in the business in 2010.
UTI Mutual Fund Key Information
Here are a few things to know about UTI Mutual Fund:
- Mutual fund name: UTI Mutual Fund
- Founded in: February 1, 2003
- Headquarters: Mumbai
- Trustee Organisation: UTI Trustee Company Private Limited
- MD and CEO: Imtaiyazur Rahman
- Investor Service Officer: Madhavi Dicholkar
How to invest in UTI Mutual Fund
You can invest in UTI Mutual Funds both online and offline:
Offline
- To make an offline investment, visit an authorised distributor or the closest UTI Mutual Fund location.
- Fill in the application form and submit it along with the required paperwork.
Online
- To register, go to the UTI Mutual Fund website or any platform run by an authorised partner.
- Check the mutual fund plans on offer and choose one according to your financial objectives.
- Either opt for a Systematic investment Plan (SIP) or a one-time lump sum payment.
- You can pay using an UPI app, through online banking or other payment method that’s applicable.
- Following the processing of your investment, you can use the online platform to monitor your portfolio.
Other smartlists
Filter funds
Clear All
Frequently Asked Questions
How can I get the UTI Mutual Fund statement?
You can get your UTI Mutual Fund statement by visiting their official website or through your registered email. Alternatively, you can request it via the CAMS or KFintech portals using your PAN and registered email ID. To get the statement through the website, you will need details such as your name, PAN card, and folio number.
How to start UTI Mutual Fund SIP online?
Visit the UTI Mutual Fund website or any other approved platform to start a SIP. Pick the scheme of your choice, finish your KYC and decide on the SIP amount and duration.
How to increase the SIP amount in UTI Mutual Fund?
You need to visit an authorised investment platform or the UTI Mutual Fund portal to increase your SIP amount. On the website, change the current SIP plan and choose your new amount.
How to redeem UTI Mutual Funds online?
Log in to your account on the UTI Mutual Fund website or your investing platform and choose the scheme you want to redeem.
How much time does it take to redeem a UTI Mutual Fund?
Depending on the fund type, redeeming an UTI Mutual Fund usually takes around one to three working days.
What are the redemption charges of UTI Mutual Fund?
Redemption charges vary based on the mutual fund type being redeemed. Usually, exit load as well as applicable taxes may be charged.
Should I invest in the UTI Mutual Fund scheme?
UTI Mutual Fund has a variety of schemes to suit profiles and financial goals. The decision to invest or not depends on the investors’ risk tolerance and financial objectives.
What determines the taxes on mutual fund returns?
Debt funds are taxed according to your income tax slab. Equity funds are taxed at 12.5% for long-term capital gains, after the initial exemption up to Rs 1.25 lakh. Similarly, short-term gains are taxed at 20%.
What is the best UTI Mutual Fund?
The best UTI mutual fund for you would depend on factors like your investment objective and risk tolerance. UTI provides a large selection of funds. The best course of action is to evaluate your goals and select a fund that fits your expectations.