UTI Mutual Fund
UTI AMC is a new generation multi-asset class asset manager of India. UTI AMC has managed assets across domestic Mutual Fund, Portfolio Management Services, International Business, Retirement Solutions, and Alternate Investment assets.
Founded in 1964, UTI is one of India’s largest and oldest mutual fund houses. It was promoted by the Government of India, Life Insurance Corporation of India (LIC), General Insurance Corporation of India (GIC), and some other leading public sector banks and financial institutions. The organisation was formed under the Reserve Bank of India (RBI) and India’s Securities & Exchange Board (SEBI).
Best UTI Mutual Fund
Fund Name | Fund Size(Cr.) | 3Y | 5Y | |
---|---|---|---|---|
UTI-Transportation & Logistics Fund - Direct Growth
|
3,924 | 25.16% | 23.55% | |
UTI-Small Cap Fund - Direct Growth
|
4,658 | 22.08% | - | |
UTI-Healthcare Fund - Direct Growth
|
1,201 | 21.38% | 29.38% | |
UTI-Infrastructure Fund - Direct Growth
|
2,472 | 21.04% | 21.77% | |
UTI-Large & Mid Cap Fund - Direct Growth
|
4,086 | 20.44% | 24.40% | |
UTI-Nifty200 Momentum 30 Index Fund - Direct Growth
|
8,450 | 18.97% | - | |
UTI-Dividend Yield Fund - Direct Growth
|
4,485 | 18.47% | 22.09% | |
UTI-Multi Asset Allocation Fund - Direct Growth
|
4,060 | 18.25% | 16.47% | |
UTI-Value Fund - Direct Growth
|
10,757 | 18.16% | 22.33% | |
UTI-Nifty Next 50 Index Fund - Direct Growth
|
4,974 | 17.93% | 19.85% |
Fund Name | 1Y | Rating | Fund Size(Cr.) |
---|---|---|---|
UTI-Transportation & Logistics Fund - Direct Growth
|
25.16% Fund Size - 3,924 |
||
UTI-Small Cap Fund - Direct Growth
|
22.08% Fund Size - 4,658 |
||
UTI-Healthcare Fund - Direct Growth
|
21.38% Fund Size - 1,201 |
||
UTI-Infrastructure Fund - Direct Growth
|
21.04% Fund Size - 2,472 |
||
UTI-Large & Mid Cap Fund - Direct Growth
|
20.44% Fund Size - 4,086 |
||
UTI-Nifty200 Momentum 30 Index Fund - Direct Growth
|
18.97% Fund Size - 8,450 |
||
UTI-Dividend Yield Fund - Direct Growth
|
18.47% Fund Size - 4,485 |
||
UTI-Multi Asset Allocation Fund - Direct Growth
|
18.25% Fund Size - 4,060 |
||
UTI-Value Fund - Direct Growth
|
18.16% Fund Size - 10,757 |
||
UTI-Nifty Next 50 Index Fund - Direct Growth
|
17.93% Fund Size - 4,974 |
UTI AMC is one of India’s leading domestic asset management companies with a strong investment performance record. The company offers a comprehensive product suite to cater to investors across the risk-return spectrum. The Portfolio Management Services is a leading portfolio manager, having provided customised Portfolio Management Services (PMS) to High Net Worth Individuals and Institutions for over 30 years. View More
UTI Mutual Fund Managers
How to Invest in UTI Mutual Fund?
How to Invest in UTI Mutual Fund ?
Investing in UTI mutual funds is highly hassle-free on the 5Paisa platform. 5Paisa is one of the biggest investment platforms in the country, and you can easily add UTI and other mutual funds to your portfolio. Follow these steps and get your investment up and running: View More
Top 10 UTI Mutual Fund to Invest
- UTI-Transportation & Logistics Fund - Direct Growth
- ₹ 500
- ₹ 3,924
- 25.16%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 3,924
- 3Y Return
- 25.16%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 3,924
- 3Y Return
- 25.16%
- UTI-Small Cap Fund - Direct Growth
- ₹ 100
- ₹ 4,658
- 22.08%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 4,658
- 3Y Return
- 22.08%
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 4,658
- 3Y Return
- 22.08%
- UTI-Healthcare Fund - Direct Growth
- ₹ 500
- ₹ 1,201
- 21.38%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,201
- 3Y Return
- 21.38%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,201
- 3Y Return
- 21.38%
- UTI-Infrastructure Fund - Direct Growth
- ₹ 500
- ₹ 2,472
- 21.04%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 2,472
- 3Y Return
- 21.04%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 2,472
- 3Y Return
- 21.04%
- UTI-Large & Mid Cap Fund - Direct Growth
- ₹ 500
- ₹ 4,086
- 20.44%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 4,086
- 3Y Return
- 20.44%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 4,086
- 3Y Return
- 20.44%
- UTI-Nifty200 Momentum 30 Index Fund - Direct Growth
- ₹ 500
- ₹ 8,450
- 18.97%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 8,450
- 3Y Return
- 18.97%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 8,450
- 3Y Return
- 18.97%
- UTI-Dividend Yield Fund - Direct Growth
- ₹ 500
- ₹ 4,485
- 18.47%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 4,485
- 3Y Return
- 18.47%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 4,485
- 3Y Return
- 18.47%
- UTI-Multi Asset Allocation Fund - Direct Growth
- ₹ 500
- ₹ 4,060
- 18.25%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 4,060
- 3Y Return
- 18.25%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 4,060
- 3Y Return
- 18.25%
- UTI-Value Fund - Direct Growth
- ₹ 500
- ₹ 10,757
- 18.16%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 10,757
- 3Y Return
- 18.16%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 10,757
- 3Y Return
- 18.16%
- UTI-Nifty Next 50 Index Fund - Direct Growth
- -
- ₹ 4,974
- 17.93%
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 4,974
- 3Y Return
- 17.93%
- Min SIP Investment Amt
- ₹
- AUM (Cr.)
- ₹ 4,974
- 3Y Return
- 17.93%
Closed NFO
-
02 Sep 2024
Launch Date
16 Sep 2024
Closed Date
-
02 Sep 2024
Launch Date
16 Sep 2024
Closed Date
Frequently Asked Questions
The Pause function offered in SIPs by UTIs is to review their financial plans instead of cancelling them. The ‘Pause’ feature of SIP helps the investor temporarily stop their SIP debits for a few months and resume their systematic investments whenever feasible. The pause function is available in all SIP-eligible systems except UTI ULIP.
Once the redemption request is submitted within the time limit, the fund house will process and confirm the transaction within one business day. Redemption proceeds will then be credited to your registered bank account after appropriate deductions like STT and stamp duty.
The first scheme introduced by UTI was Unit Scheme in 1964. By the end of 1988, UTIs had Rs. 6,700 crore in assets under management.
Investors should have the following electronic copies ready before starting the digital KYC process
- PAN copy self-confirmed as ID.
- Any of these documents, e.g. Aadhaar card / Driver’s license / Voter ID / Passport / Aadhaar offline (downloaded within 3 days / Aadhaar Digilocker as proof of address.
- Copy of cancelled check with name according to your ID or proof of address. d. Image of your signature on plain paper.
- Small videos of self, made using a camera
UTI Mutual Fund/UTI AMC may terminate the Facility/Website/Chatbot/App at any time by notifying the User of the termination for any reason UTI Mutual Fund/UTI AMC considers in its sole discretion.
‘UTIMF’ means the UTI Mutual Fund, a trust under the Indian Trust Act of 1882, registered with SEBI under registration number MF/048/03/01 as of 14 Jan 2003.