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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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
UTI Liquid Fund | Debt | Moderate | 7.5% | 3 | ₹21,108 |
UTI Nifty 50 Index Fund | Equity | Very High | 18.4% | 2 | ₹20,432 |
UTI Transportation and Logistics Fund | Equity | Very High | 29.5% | -- | ₹3,923 |
UTI Money Market Fund | Debt | Moderate | 7.8% | 4 | ₹13,635 |
UTI Low Duration Fund | Debt | Moderate | 7.8% | 4 | ₹2,706 |
UTI Flexi Cap Fund | Equity | Very High | 23.0% | 1 | ₹27,706 |
UTI Short Duration Fund | Debt | Moderate | 8.8% | 5 | ₹2,567 |
UTI Nifty Next 50 Index Fund | Equity | Very High | 43.6% | 4 | ₹4,973 |
UTI Retirement Fund | Hybrid | High | 19.4% | -- | ₹4,752 |
UTI Banking & PSU Fund | Debt | Moderate | 8.3% | 2 | ₹824 |
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Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: The UTI Liquid Fund has given 6.42% annualized returns in the past three years and 5.39% in the last 5 years. The UTI Liquid Fund comes under the Debt category of UTI Mutual Funds.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹21,108Cr |
| 1Y Returns | 7.5% |
Fund Performance: The UTI Nifty 50 Index Fund has given 13.09% annualized returns in the past three years and 16.64% in the last 5 years. The UTI Nifty 50 Index Fund comes under the Equity category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Nifty 50 Index Fund via lump sum is ₹1,000 and via SIP is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹20,432Cr |
| 1Y Returns | 18.4% |
Fund Performance: The UTI Transportation and Logistics Fund has given 26.25% annualized returns in the past three years and 24.97% in the last 5 years. The UTI Transportation and Logistics Fund comes under 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 | ₹3,923Cr |
| 1Y Returns | 29.5% |
Fund Performance: The UTI Money Market Fund has given 6.7% annualized returns in the past three years and 6.03% in the last 5 years. The UTI Money Market Fund comes under 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 | ₹13,635Cr |
| 1Y Returns | 7.8% |
Fund Performance: The UTI Low Duration Fund has given 6.47% annualized returns in the past three years and 7.18% in the last 5 years. The UTI Low Duration Fund comes under the Debt category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Low Duration Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹2,706Cr |
| 1Y Returns | 7.8% |
Fund Performance: The UTI Flexi Cap Fund has given 8.14% annualized returns in the past three years and 18.28% in the last 5 years. The UTI Flexi Cap Fund comes under 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 | ₹27,706Cr |
| 1Y Returns | 23.0% |
Fund Performance: The UTI Short Duration Fund has given 6.74% annualized returns in the past three years and 8.1% in the last 5 years. The UTI Short Duration Fund comes under the Debt category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Short Duration Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹2,567Cr |
| 1Y Returns | 8.8% |
Fund Performance: The UTI Nifty Next 50 Index Fund has given 19.96% annualized returns in the past three years and 22.02% in the last 5 years. The UTI Nifty Next 50 Index Fund comes under the Equity 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 ₹1,000 and via SIP is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹4,973Cr |
| 1Y Returns | 43.6% |
Fund Performance: The UTI Retirement Fund has given 13.11% annualized returns in the past three years and 14.87% in the last 5 years. The UTI Retirement Fund comes under the Hybrid category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Retirement Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹4,752Cr |
| 1Y Returns | 19.4% |
Fund Performance: The UTI Banking & PSU Fund has given 8.43% annualized returns in the past three years and 7.5% in the last 5 years. The UTI Banking & PSU Fund comes under the Debt category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Banking & PSU Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹824Cr |
| 1Y Returns | 8.3% |
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