Best UTI Equity Mutual Funds
UTI Mutual Funds comes under the Unit Trust of India asset management company or AMC. Its first foray into the investment sphere began in 2003. As per the latest reports, the AMC has around Rs.1,83,242 crore worth of assets under management at present. In its portfolio of 203 schemes or funds, 39 are strictly equity-based investment options. An investor must study these to pick the best UTI equity mutual funds.
Equity mutual funds invest across different company shares to earn hefty returns. Fund managers diversify such investments throughout different sectors. Doing so maximises the earnings for investors.
The best UTI equity mutual funds in 2021 provide significant returns when compared to debt instruments. However, the performance of such funds also depends on market conditions, which, when volatile, can often lead to losses as well.
Such equity mutual funds are categorised as per many factors. One such factor is the market capitalisation and these have four distinct classes, namely, mid-cap, large-cap, small-cap and multi-cap funds. There are sectoral and thematic equity mutual funds as well.
Equity mutual funds have more such subcategories.
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Top 10 Uti Mutual Funds
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| UTI Liquid Cash Fund | Debt | Moderate | 3.3% | 3 | ₹25,609 | |
| UTI Nifty Index Fund | Other | Very High | 32.2% | 3 | ₹5,380 | |
| UTI Transportation and Logistics Fund | Equity | Very High | 25.2% | 5 | ₹1,525 | |
| UTI Money Market Fund | Debt | Moderate | 3.8% | 3 | ₹9,336 | |
| UTI Treasury Advantage Fund | Debt | Low to Moderate | 9.1% | 2 | ₹5,069 | |
| UTI Flexi Cap Fund | Equity | Very High | 43.5% | 5 | ₹24,212 | |
| UTI Short-term Income Fund | Debt | Low to Moderate | 9.3% | 2 | ₹4,063 | |
| UTI Nifty Next 50 Index Fund | Other | Very High | 35.4% | 2 | ₹1,398 | |
| UTI Retirement Benefit Pension Fund | Solution Oriented | High | 21.9% | 4 | ₹3,622 | |
| UTI Banking & PSU Debt Fund | Debt | Moderate | 3.0% | 1 | ₹246 | |
| UTI Hybrid Equity Fund | Hybrid | Very High | 36.3% | 3 | ₹4,326 | |
| UTI Mid Cap Fund | Equity | Very High | 49.4% | 3 | ₹6,695 | |
| UTI Mastershare Fund | Equity | Very High | 37.1% | 4 | ₹9,726 | |
| UTI Long Term Equity Fund | Equity | Very High | 40.6% | 4 | ₹3,046 | |
| UTI MNC Fund | Equity | Very High | 29.4% | 4 | ₹2,607 | |
| View All Top 10 Uti Mutual Funds |
Let's have a closer look
Now let us jump and check about these top 10 mutual fund schemes.
UTI Liquid Cash Direct Growth
Fund Performance: The UTI Liquid Cash Fund has given 4.87% annualized returns in the past three years and 5.74% in the last 5 years. The UTI Liquid Cash Fund belongs to the Debt category of UTI Mutual Funds.
Minimum Investment Amount:
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹25,609Cr |
| 1Y Returns | 3.3% |
UTI Nifty Index Fund Direct Growth
Fund Performance: The UTI Nifty Index Fund has given 17.51% annualized returns in the past three years and 17.35% in the last 5 years. The UTI Nifty Index Fund belongs to the Other category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Nifty Index Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹5,380Cr |
| 1Y Returns | 32.2% |
UTI Transportation and Logistics Fund Direct Growth
Fund Performance: The UTI Transportation and Logistics Fund has given 9.02% annualized returns in the past three years and 8.34% in the last 5 years. The UTI Transportation and Logistics Fund belongs to the Equity category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Transportation and Logistics Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,525Cr |
| 1Y Returns | 25.2% |
UTI Money Market Fund Direct Growth
Fund Performance: The UTI Money Market Fund has given 6.15% annualized returns in the past three years and 6.59% in the last 5 years. The UTI Money Market Fund belongs to the Debt category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Money Market Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹9,336Cr |
| 1Y Returns | 3.8% |
UTI Treasury Advantage Fund Direct Growth
Fund Performance: The UTI Treasury Advantage Fund has given 4.11% annualized returns in the past three years and 5.29% in the last 5 years. The UTI Treasury Advantage Fund belongs to the Debt category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Treasury Advantage Fund via lump sum is ₹10,000 and via SIP is ₹10,000.
| Min Investment Amt | ₹10,000 |
|---|---|
| AUM | ₹5,069Cr |
| 1Y Returns | 9.1% |
UTI Flexi Cap Fund Direct Growth
Fund Performance: The UTI Flexi Cap Fund has given 26.08% annualized returns in the past three years and 21.76% in the last 5 years. The UTI Flexi Cap Fund belongs to the Equity category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Flexi Cap Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹24,212Cr |
| 1Y Returns | 43.5% |
UTI Short term Income Direct Growth
Fund Performance: The UTI Short-term Income Fund has given 5.51% annualized returns in the past three years and 5.66% in the last 5 years. The UTI Short-term Income Fund belongs to the Debt category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Short-term Income Fund via lump sum is ₹10,000 and via SIP is ₹500.
| Min Investment Amt | ₹10,000 |
|---|---|
| AUM | ₹4,063Cr |
| 1Y Returns | 9.3% |
UTI Nifty Next 50 Index Fund Direct Growth
Fund Performance: The UTI Nifty Next 50 Index Fund has given 15.85% annualized returns in the past three years and null% in the last 5 years. The UTI Nifty Next 50 Index Fund belongs to the Other category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Nifty Next 50 Index Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,398Cr |
| 1Y Returns | 35.4% |
UTI Retirement Benefit Pension Fund Direct
Fund Performance: The UTI Retirement Benefit Pension Fund has given 10.52% annualized returns in the past three years and 9.36% in the last 5 years. The UTI Retirement Benefit Pension Fund belongs to the Solution Oriented category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Retirement Benefit Pension Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹3,622Cr |
| 1Y Returns | 21.9% |
UTI Banking & PSU Debt Fund Direct Growth
Fund Performance: The UTI Banking & PSU Debt Fund has given 3.87% annualized returns in the past three years and 4.74% in the last 5 years. The UTI Banking & PSU Debt Fund belongs to the Debt category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Banking & PSU Debt Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹246Cr |
| 1Y Returns | 3.0% |
UTI Hybrid Equity Fund Direct Fund Growth
Fund Performance: The UTI Hybrid Equity Fund has given 15.58% annualized returns in the past three years and 13.13% in the last 5 years. The UTI Hybrid Equity Fund belongs to the Hybrid category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Hybrid Equity Fund via lump sum is ₹1,000 and via SIP is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹4,326Cr |
| 1Y Returns | 36.3% |
UTI Mid Cap Fund Direct Growth
Fund Performance: The UTI Mid Cap Fund has given 24.66% annualized returns in the past three years and 18.57% in the last 5 years. The UTI Mid Cap Fund belongs to the Equity category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Mid Cap Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹6,695Cr |
| 1Y Returns | 49.4% |
UTI Mastershare Direct Growth
Fund Performance: The UTI Mastershare Fund has given 19.81% annualized returns in the past three years and 17.85% in the last 5 years. The UTI Mastershare Fund belongs to the Equity category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Mastershare Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹9,726Cr |
| 1Y Returns | 37.1% |
UTI Long Term Equity Fund Direct Growth
Fund Performance: The UTI Long Term Equity Fund has given 22.04% annualized returns in the past three years and 18.03% in the last 5 years. The UTI Long Term Equity Fund belongs to the Equity category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Long Term Equity Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹3,046Cr |
| 1Y Returns | 40.6% |
UTI MNC Fund Direct Growth
Fund Performance: The UTI MNC Fund has given 11.98% annualized returns in the past three years and 14.24% in the last 5 years. The UTI MNC Fund belongs to the Equity category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI MNC Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,607Cr |
| 1Y Returns | 29.4% |
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