With an AUM of Rs 234,827 crores, UTI Mutual Fund offers 62 schemes across different categories including 22 equity, 24 debt, and 5 hybrid mutual funds. Know the UTI MF scheme details, historical returns, compare and invest in Best UTI Mutual Funds. Invest in mutual fund schemes that suit your investment objectives, risk level, and fund options.
UTI Asset Management Company Ltd
₹ 234,827 Crores
3 December 1993
3 December 1993
State Bank Of India, Life Insurance Corporation, Punjab National Bank, Bank of Baroda
MD & CEO
Mr. Intiayazur Rahman
UTI Trustee Company Limited
UTI Tower, 'Gn' Block Bandra - Kurla Complex, Bandra - East, Mumbai- 400051
|Fund name||AUM||NAV||3Y Returns|
|UTI Liquid Cash Plan (G)||₹31602.27 Cr||₹3549.72||4%|
|UTI Nifty 50 Index Fund (G)||₹8528.57 Cr||₹116.02||16.6%|
|UTI Long Term Equity Fund (G)||₹2997.38 Cr||₹142.60||19.7%|
|UTI Mastershare Unit (G)||₹10570.15 Cr||₹191.43||17.4%|
|UTI Liquid Cash Plan Discontinued (G)||₹31602.27 Cr||₹3255.86||3.5%|
|UTI Flexi Cap Fund (G)||₹26503.19 Cr||₹240.70||20.1%|
|UTI Ultra Short Term Fund (G)||₹2232.48 Cr||₹3526.52||5.2%|
|UTI Arbitrage Fund (G)||₹4422.04 Cr||₹28.95||4%|
|UTI Money Market Fund (G)||₹7865.22 Cr||₹2522.17||4.9%|
|UTI Ultra Short Term Fund Discontinued Institutional (G)||₹2232.48 Cr||₹2517.40||5.4%|
|UTI MNC Fund (G)||₹2602.30 Cr||₹277.53||13.7%|
|UTI Money Market Fund Discontinued (G)||₹7865.22 Cr||₹5887.97||4.3%|
|UTI Value Opportunities Fund (G)||₹6922.66 Cr||₹100.92||19.9%|
|UTI Mid Cap Fund (G)||₹7233.45 Cr||₹192.51||27.1%|
|UTI Short Term Income Fund Discontinued Sub (G)||₹2190.67 Cr||₹36.81||7.3%|
|UTI Gilt Fund (G)||₹519.93 Cr||₹51.19||4.9%|
|UTI Short Term Income Fund (G)||₹2190.67 Cr||₹25.96||7.7%|
|UTI Hybrid Equity Fund (G)||₹4447.63 Cr||₹254.14||17.1%|
|UTI India Consumer Fund (G)||₹458.30 Cr||₹40.95||17%|
|UTI Gilt Fund PF Plan (G)||₹519.93 Cr||₹38.06||4.9%|
Know the latest NAV, Asset Under Management, and 3-year Return of Best UTI Mutual Funds. Invest in Scripbox Recommended High Return Mutual Funds Best Suited According To Your Investment Objectives.
Sharwan Kumar Goyal
UTI Flexi Cap Fund Announced Income Distribution cum Capital WithdrawalPublished on 17th Aug 2021
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.
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.
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:
You can also upload the clear color scanned copies of your KYC documents during the registration itself. Or. alternatively, you can send your KYC documents at firstname.lastname@example.org or WhatsApp it to us on +91-8884448026.
The following steps will guide you to download your mutual fund investment statement using the Scripbox App:
The excel statement will have the following details:
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|
|Amandeep Chopra||73||Equity & Debt|
|Sanjay Ramdas Dongre||06||Debt|
|Sharwan Kumar Goyal||08||Debt|
Explore: Top Fund Managers
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 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 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 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 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 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 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.
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 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 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 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 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 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 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 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.
SEBI formed the UTI Mutual Funds from UTI Bank on 1st February 2003. The fund is managed by the UTI Asset Management Company and its major sponsors. Historically, the funds of UTI MF have proven to be the most dependable investment schemes.
UTI Mutual Fund has 203 fund schemes catering to a wide variety of investor needs. Before picking a fund you must conduct proper research. The fund should align with your financial goals and match your investment objectives.
You can easily start a SIP in UTI Mutual Fund online through Scripbox. Simply, access your investment account through the Scripbox app and start your SIP. You can also invest in the fund through AMC’s website. Alternatively, you can also create an account on any platform offering mutual funds to invest in UTI mutual funds.
You can stop SIP in UTI Mutual Fund online by visiting the UTI mutual fund website. You must log in with a folio number to access your investment details. If you have initiated the investment through any online portal, you can visit it. After logging in to your account you can select to stop the SIP.
You can visit the nearest UTI Mutual Fund office to withdraw your money. You must fill and submit a form for withdrawal from the scheme. Alternatively, you can redeem your investment online by visiting the UTI Mutual Fund website. Log in with your folio number and select the withdrawal option. It can also be done through the online portal from where you invested first.