UTI Mutual Fund

UTI Mutual Fund was carved out of the erstwhile Unit Trust of India as a SEBI registered mutual fund from 1 February 2003. The Unit Trust of India Act 1963 was repealed, paving way for the bifurcation of UTI into – Specified Undertaking of Unit Trust of India; and UTI Mutual Fund. UTI AMC, India’s most trusted Wealth creators and always has the interest of its investors in its heart. The AMC has completed 50 years as India’s leading Financial service institution and was a sole vehicle of capital market investment for Indian Citizens till the early 90’s. The institution has shown great resilience and has grown from strength to strength overcoming economic turbulence and global turnarounds. This AMC has contributed immensely to industrial and capital growth in the Indian market. It has led transformative initiatives like developmental financial institutions, rural outreach programs and financial products and services.

Key information

Mutual fundUTI Mutual Fund
FoundedFebruary 1, 2003
Incorporated05 September 1994
SponsorsState Bank of India / Punjab National Bank / Bank of Baroda / Life Insurance Corporation
TrusteeUTI Trustee Co (P) Ltd
MD and CEOLeo Puri
Investor Service OfficerMs Nanda Malai
Compliance OfficerMr. Vivek Maheshwari

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How can you invest in Uti Mutual Funds?

These funds primarily invest in equity and equity-related securities. Under Section 80 'C' of the Income Tax Act, they are exempted up to a limit of 1,50,000. This makes these funds extremely popular among retail investors. These funds provide adequate returns, due to their exposure to equity.

Top Performing Uti Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
UTI Transportation and Logistics FundEquityHigh-31.1%5star1,186
UTI Overnight FundDebtLow6.2%4star1,150
UTI Regular Savings FundHybridModerately High-0.5%4star2,412
UTI Gilt FundDebtModerate14.9%4star538
UTI MNC FundEquityHigh-13.5%4star1,994
UTI Money Market FundDebtLow8.8%4star6,472
UTI Medium Term FundDebtModerate7.0%3star319
UTI Ultra Short Term FundDebtModerately Low3.6%3star3,133
UTI Treasury Advantage FundDebtModerately Low-3.9%3star2,481
UTI Nifty Index FundOthersModerately High-3.5%3star1,429
UTI Credit Risk FundDebtModerate3.1%3star4,050
UTI Arbitrage FundHybridModerately Low7.4%3star1,990
UTI Equity FundEquityModerately High-10.3%3star9,026
UTI Liquid Cash PlanDebtLow7.5%3star42,289
UTI Nifty Next 50 Index FundOthersModerately High-14.1%3star394
View All Top Performing Uti Mutual Funds

Top Fund Managers

An equity fund invests 60% or more of its assets primarily in equity shares of companies in varying proportions as mentioned in its investment mandate. Equity funds is a broad category of funds, but there are several types of equity funds. Since sector funds and thematic funds are concentrated in a particular sector

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

UTI Transportation and Logistics Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided -4.43% annualized returns in the last 3 years. In the last 1 year, it gave -31.06% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -31.06% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM1,186Cr
1Y Returns-31.1%

UTI Overnight Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Overnight segment and provided 6.24% annualized returns in the last 3 years. In the last 1 year, it gave 6.23% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.23% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM1,150Cr
1Y Returns6.2%

UTI Regular Savings Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Conservative segment and provided 6.04% annualized returns in the last 3 years. In the last 1 year, it gave -0.46% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.46% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Hybrid mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM2,412Cr
1Y Returns-0.5%

UTI Gilt Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Gilt segment and provided 9.42% annualized returns in the last 3 years. In the last 1 year, it gave 14.88% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 14.88% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM538Cr
1Y Returns14.9%

UTI MNC Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 5.03% annualized returns in the last 3 years. In the last 1 year, it gave -13.46% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -13.46% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM1,994Cr
1Y Returns-13.5%

UTI Money Market Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Money Market segment and provided 7.64% annualized returns in the last 3 years. In the last 1 year, it gave 8.76% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.76% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹10,000. This is one of the best Debt mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM6,472Cr
1Y Returns8.8%

UTI Medium Term Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Medium Duration segment and provided 7.49% annualized returns in the last 3 years. In the last 1 year, it gave 7.03% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.03% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date30 Mar 2015
Min Investment AmtNaN
AUM319Cr
1Y Returns7.0%

UTI Ultra Short Term Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Ultra Short Duration segment and provided 6.29% annualized returns in the last 3 years. In the last 1 year, it gave 3.65% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 3.65% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹2,500. This is one of the best Debt mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM3,133Cr
1Y Returns3.6%

UTI Treasury Advantage Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Low Duration segment and provided 3.49% annualized returns in the last 3 years. In the last 1 year, it gave -3.94% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.94% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹2,500. This is one of the best Debt mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM2,481Cr
1Y Returns-3.9%

UTI Nifty Index Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Index segment and provided 9.52% annualized returns in the last 3 years. In the last 1 year, it gave -3.48% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.48% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Others mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM1,429Cr
1Y Returns-3.5%

UTI Credit Risk Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Credit Risk segment and provided 6.43% annualized returns in the last 3 years. In the last 1 year, it gave 3.06% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 3.06% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM4,050Cr
1Y Returns3.1%

UTI Arbitrage Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Arbitrage segment and provided 6.72% annualized returns in the last 3 years. In the last 1 year, it gave 7.36% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.36% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Hybrid mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM1,990Cr
1Y Returns7.4%

UTI Equity Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Multi Cap segment and provided 7.09% annualized returns in the last 3 years. In the last 1 year, it gave -10.32% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -10.32% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM9,026Cr
1Y Returns-10.3%

UTI Liquid Cash Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7.13% annualized returns in the last 3 years. In the last 1 year, it gave 7.46% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.46% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹2,500. This is one of the best Debt mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM42,289Cr
1Y Returns7.5%

UTI Nifty Next 50 Index Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Index segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -14.07% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -14.07% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Others mutual fund in India.

Launch Date28 Jun 2018
Min Investment AmtNaN
AUM394Cr
1Y Returns-14.1%

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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