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 Cash Fund | Debt | Moderate | 5.2% | 4 | ₹23,212 |
| UTI Nifty 50 Index Fund | Other | Very High | 4.0% | 3 | ₹9,337 |
| UTI Transportation and Logistics Fund | Equity | Very High | 11.4% | -- | ₹1,931 |
| UTI Money Market Fund | Debt | Moderate | 5.2% | 4 | ₹7,440 |
| UTI Treasury Advantage Fund | Debt | Low to Moderate | 4.8% | 5 | ₹3,009 |
| UTI Flexi Cap Fund | Equity | Very High | -8.7% | 4 | ₹24,929 |
| UTI Short-term Income Fund | Debt | Low to Moderate | 4.7% | 5 | ₹2,246 |
| UTI Nifty Next 50 Index Fund | Other | Very High | -2.0% | 3 | ₹2,088 |
| UTI Retirement Benefit Pension Fund | Solution Oriented | High | 5.3% | -- | ₹3,727 |
| UTI Banking & PSU Debt Fund | Debt | Moderate | 10.9% | -- | ₹527 |
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Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: The UTI Liquid Cash Fund has given 4.22% annualized returns in the past three years and 5.34% 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 | ₹23,212Cr |
| 1Y Returns | 5.2% |
Fund Performance: The UTI Nifty 50 Index Fund has given 14.21% annualized returns in the past three years and 10.78% in the last 5 years. The UTI Nifty 50 Index Fund belongs to the Other category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Nifty 50 Index Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹9,337Cr |
| 1Y Returns | 4.0% |
Fund Performance: The UTI Transportation and Logistics Fund has given 17.52% annualized returns in the past three years and 4.69% 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 | ₹1,931Cr |
| 1Y Returns | 11.4% |
Fund Performance: The UTI Money Market Fund has given 5% annualized returns in the past three years and 6.18% 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 | ₹7,440Cr |
| 1Y Returns | 5.2% |
Fund Performance: The UTI Treasury Advantage Fund has given 6.99% annualized returns in the past three years and 4.78% 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 ₹500.
| Min Investment Amt | ₹10,000 |
|---|---|
| AUM | ₹3,009Cr |
| 1Y Returns | 4.8% |
Fund Performance: The UTI Flexi Cap Fund has given 13.25% annualized returns in the past three years and 11.3% 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 | ₹24,929Cr |
| 1Y Returns | -8.7% |
Fund Performance: The UTI Short-term Income Fund has given 7.99% annualized returns in the past three years and 5.4% 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 | ₹2,246Cr |
| 1Y Returns | 4.7% |
Fund Performance: 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 | ₹2,088Cr |
| 1Y Returns | -2.0% |
Fund Performance: The UTI Retirement Benefit Pension Fund has given 12.14% annualized returns in the past three years and 6.76% 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 | ₹3,727Cr |
| 1Y Returns | 5.3% |
Fund Performance: The UTI Banking & PSU Debt Fund has given 7.4% annualized returns in the past three years and 5.62% 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 | ₹527Cr |
| 1Y Returns | 10.9% |
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