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UTI Mutual Fund
Check list of all schemes, latest NAV, Returns and other important information
- Total Funds 162
- Average annual returns 12.26%
About UTI Mutual Fund
Unit Trust of India (UTI) is the oldest asset management company (AMC) in India. UTI existed since 1980 under the banner of the Unit Trust of India, it currently ranks 7th among all mutual fund companies in India. Mr. Vetri Subramaniam serves as the key fund manager and Chief Investment Officer (Equity). UTI Mutual Fund manages a total of 91 schemes, including 33 equity schemes, 34 debt schemes, and 10 hybrid schemes. UTI master share fund is the oldest running fund started in 1986.
More-
Launched in
01-Feb-2003
-
AMC Age
21 Years
-
Website
https://www.utimf.com -
Email Address
service@uti.co.in
Top Performing UTI Mutual Fund in India for High Returns
|
|
Lumpsum 3Y P.a
21.78%
|
SIP 3Y P.a.
34.2%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
18.28%
|
SIP 3Y P.a.
29.88%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
|
Lumpsum 3Y P.a
21.75%
|
SIP 3Y P.a.
30.91%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
20.57%
|
SIP 3Y P.a.
29.95%
|
Return Vs Category
Low |
Risk Vs Category
Average |
Invest | |
|
|
Lumpsum 3Y P.a
17.92%
|
SIP 3Y P.a.
28.51%
|
Return Vs Category
Low |
Risk Vs Category
High |
Invest | |
|
|
Lumpsum 3Y P.a
18.35%
|
SIP 3Y P.a.
27.47%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
17.68%
|
SIP 3Y P.a.
26.54%
|
Return Vs Category
Low |
Risk Vs Category
Average |
Invest | |
|
|
Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
High |
Invest | |
|
|
Lumpsum 3Y P.a
13.53%
|
SIP 3Y P.a.
21.12%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
Lumpsum 3Y P.a
17.73%
|
SIP 3Y P.a.
30.74%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest |
Short Term
Long Term
SIP
Rolling Term
|
1 Week
-0.96%
|
1 Month
2.73%
|
3 Months
-0.67%
|
6 Months
20.98%
|
1 Year
44.4%
|
Invest | ||
|
1 Week
-6.03%
|
1 Month
1.88%
|
3 Months
-8.84%
|
6 Months
-4.53%
|
1 Year
31.89%
|
Invest | ||
|
1 Week
-4.08%
|
1 Month
2%
|
3 Months
-5.54%
|
6 Months
6.08%
|
1 Year
28.88%
|
Invest | ||
|
1 Week
-3.13%
|
1 Month
5.79%
|
3 Months
-0.94%
|
6 Months
12.58%
|
1 Year
27.44%
|
Invest | ||
|
1 Week
-4.26%
|
1 Month
-0.07%
|
3 Months
-7.47%
|
6 Months
3.85%
|
1 Year
27.29%
|
Invest | ||
|
1 Week
-4.49%
|
1 Month
0.78%
|
3 Months
-6.36%
|
6 Months
4.86%
|
1 Year
25.54%
|
Invest | ||
|
1 Week
-4.07%
|
1 Month
3.37%
|
3 Months
-6.2%
|
6 Months
3.19%
|
1 Year
24.26%
|
Invest | ||
|
1 Week
-7.16%
|
1 Month
0.3%
|
3 Months
-8.15%
|
6 Months
-7.03%
|
1 Year
23.23%
|
Invest | ||
|
1 Week
-3.32%
|
1 Month
1.33%
|
3 Months
-10.98%
|
6 Months
0.72%
|
1 Year
22.52%
|
Invest | ||
|
1 Week
-6.01%
|
1 Month
0.56%
|
3 Months
-9.56%
|
6 Months
-8.37%
|
1 Year
22.09%
|
Invest |
|
2 Years
38.44%
|
3 Years
21.78%
|
5 Years
27.63%
|
Annual Rt
15.35%
|
Invest | ||
|
2 Years
25.95%
|
3 Years
18.28%
|
5 Years
19.48%
|
Annual Rt
17.2%
|
Invest | ||
|
2 Years
29.57%
|
3 Years
21.75%
|
5 Years
23.32%
|
Annual Rt
14.12%
|
Invest | ||
|
2 Years
29.61%
|
3 Years
20.57%
|
5 Years
-
|
Annual Rt
29.98%
|
Invest | ||
|
2 Years
28.85%
|
3 Years
17.92%
|
5 Years
21.52%
|
Annual Rt
15.72%
|
Invest | ||
|
2 Years
24.25%
|
3 Years
18.35%
|
5 Years
20.52%
|
Annual Rt
15.5%
|
Invest | ||
|
2 Years
25.21%
|
3 Years
17.68%
|
5 Years
25.07%
|
Annual Rt
16.6%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
30.2%
|
Invest | ||
|
2 Years
20.26%
|
3 Years
13.53%
|
5 Years
16.22%
|
Annual Rt
10.68%
|
Invest | ||
|
2 Years
29.32%
|
3 Years
17.73%
|
5 Years
-
|
Annual Rt
30.42%
|
Invest |
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest |
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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1 Year
0%
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3 Years
0%
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5 Years
0%
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0%
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3 Years
0%
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0%
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest |
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Standard Deviation
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
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Alpha
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Beta
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Sharpe Ratio
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Invest | ||
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Beta
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Sharpe Ratio
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Invest | ||
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Beta
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Sharpe Ratio
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Invest | ||
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Standard Deviation
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest |
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
2.25%
|
Fund Manager
Kamal Gada
|
Launch Date
30-Jul 2005
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹1000
|
Expense Ratio
0.8%
|
Fund Manager
Sharwan Kumar Goyal
|
Launch Date
28-Jun 2018
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.96%
|
Fund Manager
V Srivatsa
|
Launch Date
30-Jul 2005
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.85%
|
Fund Manager
Ankit Agarwal
|
Launch Date
22-Dec 2020
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
2%
|
Fund Manager
Amit Kumar Premchandani
|
Launch Date
15-May 2005
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.81%
|
Fund Manager
Amit Kumar Premchandani
|
Launch Date
20-Jul 2005
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.75%
|
Fund Manager
Ankit Agarwal
|
Launch Date
01-Aug 2005
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹1000
|
Expense Ratio
1.03%
|
Fund Manager
Sharwan Kumar Goyal
|
Launch Date
10-May 2023
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
2.45%
|
Fund Manager
Vishal Chopda
|
Launch Date
30-Jul 2007
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹1000
|
Expense Ratio
0.91%
|
Fund Manager
Sharwan Kumar Goyal
|
Launch Date
10-Mar 2021
|
Invest |
|
Latest NAV
286.3771(20-12-2024)
|
Previous NAV
286.3771(20-12-2024)
|
NAV Change
-1.03685%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
24.3902(20-12-2024)
|
Previous NAV
24.3902(20-12-2024)
|
NAV Change
-2.7248%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
174.551(20-12-2024)
|
Previous NAV
174.551(20-12-2024)
|
NAV Change
-1.71385%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
26.6982(20-12-2024)
|
Previous NAV
26.6982(20-12-2024)
|
NAV Change
-1.88633%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
172.7084(20-12-2024)
|
Previous NAV
172.7084(20-12-2024)
|
NAV Change
-1.80411%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
162.7738(20-12-2024)
|
Previous NAV
162.7738(20-12-2024)
|
NAV Change
-1.76169%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
302.6096(20-12-2024)
|
Previous NAV
302.6096(20-12-2024)
|
NAV Change
-2.24629%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
18.5846(20-12-2024)
|
Previous NAV
18.5846(20-12-2024)
|
NAV Change
-2.37181%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
56.8169(20-12-2024)
|
Previous NAV
56.8169(20-12-2024)
|
NAV Change
-1.60434%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
22.41(20-12-2024)
|
Previous NAV
22.41(20-12-2024)
|
NAV Change
-3.0441%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest |
UTI Mutual Fund Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
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Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
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UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns 6.1%
VS
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
3Y Returns 5.76%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns 8.73%
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Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns 10.91%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns 17.03%
VS
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns 19.33%
Investing Strategy
It focuses on selecting high-quality firms that are likely to grow rapidly in the future and are cheaply priced. It analyzes each company separately, starting from the ground up. The goal is to invest in firms that are not just financially sound but also capable of self-sustaining and growing.
Fund Management Team
Mr. Vetri Subramaniam (CIO of equity)
Vetri Subramaniam currently serves as the Chief Investment Officer at UTI Asset Management Company Ltd. He initially joined UTI AMC as the Head of Equity in January 2017 and later took on the role of Chief Investment Officer in August 2021. With a career spanning over 30 years, Vetri brings extensive experience to his leadership position in the asset management industry.
List of All Fund Managers
Top 5 UTI Mutual Funds
History of UTI Mutual Fund
On December 9, 2002, UTI fund house was chosen to be the company responsible for managing the investments of this Fund house. This decision was outlined in the Investment Management Agreement between UTI Trustee Co. Ltd. and this AMC. UTI Mutual Fund, a Trust under the Indian Trust Act, 1882 registered with SEBI on January 14, 2003. This fund house is a leader in the local market. In 1971, it made history by introducing the first Unit Linked Insurance Plan (ULIP), providing life and accident cover. Another significant achievement came in 1986 when this Mutual Fund house launched the 'India Fund,' It was India's first fund invested in foreign markets.
- UTI MF distinguishes with a unique investing style.
- The fund house has 146 branches nationwide.
- This AMC has a wide range of varieties of Funds
- UTI AMC's philosophy is Quality, Growth, and Valuation.
- This AMC is top-performing in their respective category
How to Select the Best UTI Mutual Fund?
Choose the best UTI mutual fund schemes while following these steps:
- Set realistic goals for your investments and plan accordingly.
- Assess your risk tolerance, establish limits for your investments.
- Diversify your portfolio across multiple industries to mitigate risk.
- Educate about the fund's investment philosophy track record.
- Monitor investments and make adjustments when necessary.
- Consult a financial professional to help you handle market risks.
In summary, set specific goals and plans, and utilize an SIP calculator for estimating future profits from your investment.
How to Invest in UTI Mutual Funds with mysiponline?
Investing in Top UTI Mutual Funds is made convenient through mysiponline, offering a hassle-free approach:
- Visit mysiponline.com, choose from the top UTI fund schemes
- Register a free account, profile details, and proceed to select fund.
- Quick, paperless KYC needs PAN, Aadhar, Signature, Bank proof.
- Add preferred funds to your cart based on your risk appetite.
- Finalize payment and await confirmation of your investment.
- Keep track of investments via your mysiponline.com account.
In summary, Online SIP provides hassle-free mutual fund investing with a user-friendly interface and simple administration choices.
Taxation of UTI Mutual fund?
The taxation of UTI Mutual Fund depends on which category they fall under equity or debt:
Equity-Oriented Mutual Funds
Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.
Long-term Capital Gains (LTCG): Gains exceeding Rs. 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.
Debt-Oriented Mutual Funds
Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.
Frequently Asked Questions
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