UTI Mutual Fund

UTI Flexi Cap Fund Announced Income Distribution cum Capital Withdrawal
UTI Flexi Cap Fund announced IDCW of 45% under both regular and direct plans subject to availability of surplus on a record date. NAV is expected to fall to the extent of payout and statutory levy. On the record date of 12th August 2021 all registered holders of IDCW regular and direct plan will be eligible.

Published on 17th Aug 2021

How to Invest in UTI Mutual Funds?

Investing in UTI Mutual Funds online via Scripbox is an easy and convenient process. All you need to do is follow the few simple steps mentioned below.

• Visit the Scripbox Website for a list of Investment Plans: On the Scripbox Homepage click on the “Let’s Get Started” button to unlock a list of investment options as per your life goal. For investing in Mutual Funds, pick any of the options best suited to your financial goal. Click on“Continue” to proceed with Mutual Fund Investment
• Now sign up to create an account: If you are an existing Scripbox member, Sign in with your details. When you sign in, a list of different investment options will appear on your screen. Scripbox allows investors to select the payment option. You can select “Every month SIP” or “One-time payment” option depending on your cash flow. you can choose a SIP investment  as per your convenience. Click on the “See Recommended Funds” to proceed for investment.
• Check the Plan and Fund Allocation: A list of mutual funds and the allocated amount for the selected plan is shown on this page. Read the details carefully before proceeding ahead. If you wish to change the fund or amount, you can do that by clicking on the option, “I want to change Funds/ Amount.” Now click on the “Next” button to make the payment.
• Bank Details and Money Transfer: Now you need to enter the bank account and PAN details. Scripbox provides a secure environment for payment. A bank account is used for investing and crediting the redemption proceeds only.

KYC Required To Invest In UTI Mutual Fund

KYC means for “Know Your Customer”. It helps in identifying an investor through relevant documents. SEBI has prescribed certain guidelines for KYC. An investor has to fulfill the KYC procedure before investing in a SEBI registered mutual fund. A KYC form will include details of identity, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents are needed by Resident Indians and PIO residing in India:

• Photograph
• Pan Card
• Address proof (Driving License/Passport/ Aadhar Card (Both Front & Back)/Voter ID Card)
• KYC Authorisation Letter. (Please write on a while plain sheet of paper that “I authorise Scripbox to do my mutual fund KYC” & sign below it)
• Video Selfie: Record a video by facing the camera for 5 seconds

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com. Other users can send “Hi” on UTI Mutual Fund WhatsApp number 7208081230.

How to Download UTI Mutual Fund Investment Statement?

The following steps will guide you to download your mutual fund investment statement using the Scripbox App:

• The first step is to open the Scripbox App
• After that, go to the ‘Profile’ tab to access your investment history
• Then select the ‘Investment History’ option
• Next on clicking ‘Email Me’ you receive a downloadable link to your Scripbox Investment History on your email.
• Finally, click on the link to download your investment statement in excel format.

The excel statement will have the following details:

• Orders Tab: You can view all the details regarding your investment in this section. It includes all your details such as the folio number, investor name, fund name. You can also view the amounts invested, units allocated, NAV, STT, and purpose.
• Current Holding Tab: In this section, you can view information on how many funds you are currently invested in. It includes details such as fund name, number of units, the current value of the investment, folio number, and purpose.

Top UTI MF Fund Managers

A fund manager manages the funds and investment amount of an investor in order to bring in higher returns possible. They help an investor achieve his financial goal thereby making portfolio decisions for mutual fund investment.

They manage the core portfolio which comprises bonds, securities, and other assets. These managers on the basis of research and analysis make decisions on our behalf with regard to buying and selling assets.

The performance of a Fund Manager has a large impact on the performance of an investor’s stock in the short and long run. The fund performance depends largely on the experience of the fund managers.

Let us know about some of the highly experienced UTI Fund Managers.

The following are the Equity and Debt Fund Managers at PGIM Mutual Fund

Fund Manager	Number of Schemes	Type of Scheme
Amit Premchandani	06	Equity
Ajay Tyagi	09	Equity
Sachin Trivedi	03	Equity
Vetri Subramaniam	05	Equity
Swati Kulkarni	09	Equity
Amandeep Chopra	73	Equity & Debt
Sudhir Agarwal	58	Debt
Amit Sharma	38	Debt
Ankit Agarwal	05	Equity
Ritesh Nambiar	37	Debt
Sanjay Ramdas Dongre	06	Debt
Sharwan Kumar Goyal	08	Debt
V. Srivatsa	16	Debt
Sunil Patil	03	Debt
Vishal Chopda	05	Equity

 

Explore: Top Fund Managers

Mr. Amit Premchandani

Mr. Amit Premchandani is the Senior Vice President and Fund Manager of Equity in UTI Asset Management Company Limited. He holds a degree in PGDM from IIM, Indore. Mr. Premchandani is also a CFA charter from CFA Institute, USA. After the completion of CA from ICAI, Mr. Premchandani began his career by joining Peerless Finance as a Research Analyst. He was a part of their Equity team back then. In the year 2009, he joined UTI AMC as a Senior Research Analyst and later moved to Portfolio Management in June 2014. He has around 13 years of experience in Research, Portfolio Management, Banking, and Finance.

Mr. Ajay Tyagi

Mr. Ajay Tyagi has been associated with UTI Asset Management Company Limited since the year 2000. He is the Executive Vice President and Fund Manager – Equity. He is a CFA Charter, USA and also holds a Masters Degree in Finance from the University of Delhi.

Mr. Sachin Trivedi

Mr. Sachin Trivedi is the Senior Vice President, Head of Research, and Fund Manager of Equity at UTI AMC Ltd. He holds a B.Com. graduate degree from Narsee Monjee Commerce College, Mumbai. Additionally, a Postgraduate degree in management (MMS) from the K. J. Somaiya Institute of Management Studies and Research, Mumbai University. He is also a CFA Charter from the CFA Institute, USA. Mr. Trivedi has an experience of around 16 years in research and portfolio management.

Mr. Vetri Subramaniam

Mr. Vetri Subramaniam is the Group President and Head of Equity at UTI AMC Ltd. He has been associated with UTI since 2017. At the start of his career he was with Kotak Mahindra in the year 1992. Mr. Subramaniam has completed his PG Diploma in Management from IIM, Bangalore. He has worked in equity markets and investment at various firms since 1994. He has been associated with companies such as Motilal Oswal, Kotak Mahindra, SSKI. Being a former founder of Sharekhan.com (now renamed Sharekhan BNP Paribas), he led the research and content team there. Mr. Subramaniam also has working experience with UK Hedge Fund Boyer Allan on its equity investments in India in the year 2003-07. 

Ms. Swati Kulkarni

Ms. Swati Kulkarni is the Executive Vice President and Fund Manager of Equity at UTI Asset Management Company Limited. After graduating in commerce she did her Masters in Financial Management from Narsee Monjee Institute of Management Studies, Mumbai. Moreover, she is also a rank holder. She is a CFA Charter from CFA Institute, USA, and also a certified Associate of Indian Institute of Bankers (CAIIB- UTI). Her total work experience is of about 27 years, out of which 25 years she has been associated with UTI AMC. Additionally, she has been working as a Fund Manager with UTI since 2004. As a result of her dedication, she has been recognized as one of the top three best Fund Managers in Equity in India by Outlook Money in 2010.

Mr. Amandeep Chopra

Mr. Amandeep Chopra is the Group President & Head of Fixed Income UTI AMC Limited. He has been a part of UTI AMC since 1994.  He began his career as a ‘Research Analyst’ and later moved into Fund Management. Mr. Chopra possesses a bachelor’s degree in B.Sc. (Computer Science) from St. Stephens College, Delhi. He also holds an MBA Degree from the Faculty of Management Studies, University of Delhi. Additionally, he is a former member of the Corporate Bonds and Securitization Advisory Committee (CoBoSAC) of SEBI. Possessing immense knowledge in the field of Research Analysis and Fund Management he has also been bestowed with several awards. These are in the category of Best Debt Fund Manager, Fund, Best Debt Fund House, and also for the funds managed by him.

Mr. Sudhir Agarwal

Mr. Sudhir Agarwal is the Executive Vice President and Fund Manager of Fixed Income at UTI Asset Management Company Limited. He holds a degree in CFA Charter, U.S.A. Mr. Agarwal also holds a PG Diploma in Management and Masters in Commerce. He joined UTI AMC in 2009 and has previously worked with several companies. These are premium organizations such as CARE (Credit Analysis and Research Ltd.,), Tata Asset Management, and Transparent Value LLC. At UTI AMC he manages various Debt Schemes.

Mr. Amit Sharma

Amit Sharma is Vice President & Fund Manager of Debt. Mr. Sharma has been associated with UTI since 2008. He has also handled the Department of Fund Accounts for the company. He has been working with the Department of Fund Management for the past 4 years.

Mr. Vishal Chopda

Mr. Vishal Chopda joined UTI AMC in January 2011. In UTI he has worked for the past 7 years in the Department of Fund Management as Research Analyst. He has previously worked with CARE Ratings (Credit Analysis and Research Ltd). Mr. Chopda is a CFA Charter holder from The CFA Institute, USA. He also holds a PGDM from Management Development Institute, Gurgaon. Also he has completed his B.E. from Mumbai University. Presently he has been designated as Fund Manager and he is managing UTI Lifestyle Fund.

Mr. Ankit Agarwal

Mr. Ankit Agarwal joined UTI in August 2019. Presently he has been designated as Fund Manager, managing UTI Mid Cap Fund. He has more than 12 years of experience. Prior to joining UTI he was working with Lehman Brothers, Barclays Wealth. Mr. Agarwal has been associated with Centrum Broking Ltd. also in the capacity of Sr. Vice President. He has done his graduation from National Institute of Technology (B.Tech.) and holds a postgraduate degree in Management (PGDM) from IIM, Bangalore.

Mr. Ritesh Nambiar

Mr. Ritesh Nambiar is Senior Vice President & Fund Manager for UTI Credit Risk Fund. Additionally, he is a Co-Fund Manager for UTI Ultra Short Term Fund and UTI Medium Term Fund. Mr. Nambiar is also a senior member of the credit research team for the BFSI sector. He has been associated with UTI AMC since 2008. Prior to joining UTI AMC, he had 3 years experience in a variety of subjects. His expertise is in fixed income research, fixed income valuation/ index creation and global fixed income futures spread trading in CRISIL Research and TransMarket Group respectively. Mr. Nambiar is a CFA Charter holder and a Financial Risk Manager (FRM) from CFA Institute and GARP. He has also done graduation (BMS Finance) and post-graduation (MMS Finance) in Management Studies from Mumbai University.

Mr. Sanjay Ramdas Dongre

Mr. Sanjay Ramdas Dongre is Executive Vice President and  Sr Fund Manager of Equity at UTI AMC Ltd. He is a B.E. (Instrumentation) graduate from the College of Engineering and a PGDM from IIM Calcutta. He has been working with UTI AMC since 1994. Mr. Dongre started his career as a Debt analyst and was acting as a support service for fund management activity. He also worked as an Equity Research analyst covering a wide range of corporate and industries. Subsequently, he worked as an Equity Dealer During this period he was handling all the activities relating to secondary equity market operations. Prior to joining UTI, he has worked with Reliance Petrochemicals Ltd. as an officer-in-charge of the Instrumentation Department. In July 2000, he joined the Equity fund management team and is currently working as a Sr. Fund Manager for Equity.

Mr. Sharwan Kumar Goyal

Mr. Sharwan Kumar Goyal is Vice President & Fund Manager of Equity. He is a CFA Charter holder from CFA Institute, USA  and also holds a Postgraduate degree in Management (MMS) from Welingkar Institute of Management Development & Research, Mumbai. He began his career with UTI in June 2006 and has over 11 years of experience. During this he was working in Risk Management, Equity Research and Portfolio Analysis. Presently he is working as Fund Manager for Overseas Investments.

Mr. V. Srivatsa

Mr. V. Srivatsa is an Executive Vice President & Fund Manager –Equity at UTI AMC Ltd. He is a B.Com graduate, C.A., C.W.A. and has a PGDM from IIM, Indore. He has been with UTI AMC since 2002. Prior to joining UTI he has worked with Ford, Rhodes Parks & Co. Chartered Accountants for 2 years. Prior to this he was working as an Officer in the Audit department of Madras Cements Ltd. He started in UTI AMC in the Department of securities research covering varied sectors such as Information Technology, Capital goods and metals. He was promoted as fund manager offshore in December 2005, after a three year stint in the DOSR. After that he was given additional responsibilities of the equity portion of hybrid funds in October 2009. He reports to the Head – Equities for both the domestic & hybrid equity schemes.

Mr. Sunil Patil

Mr. Sunil Patil is Executive Vice President & Fund Manager of Debt. He joined UTI AMC in October 1989. He has overall 28 years of experience in Primary Market Investment / Dealing and  Fund Management.

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