UTI Mutual Fund
Rank #8AMFI Registered Mutual Fund
Official Total AUM
₹3.12 Lakh Cr
AMFI Disclosed
Schemes Managed
76
Active Portfolios
Inception Date
2002-11-13
Founding Year
Key Managers
4
Tracked Professionals
📍 Office: UTI Tower, Plot C-1, GN Block,Banrda Kurla Complex, Bandra (East) Mumbai 400051
📞 Phone: 0263 2296993
🌐 Website: www.utimf.com
Key People & Fund Managers (4)
Kamal Gada
🎓 Mr. Gada is B.com, CA, CS, & CFA
Prior to joining UTI Mutual Fund he has worked with BPCL as Senior Accounts Officer.
Sharwan Kumar Goyal
🎓 Mr.Goyal is B.Com, CFA and MMS.
He began his career with UTI in June 2006 and has 15 years of overall experience in Risk / Fund management. Presently he is working as Equity Fund Manager.
Ayush Jain
🎓 Mr. Jain is B.Com, C.A and CFA (level 1).
Prior to joining UTI Mutual Fund, he has worked with PMS and Anand Saklecha & Co..
Lokesh Kulthia
🎓 BCom (Hons), MBA (Finance), PGPFM
Mr. Kulthia is associated with Equity Research team as a Manager since the year 2021. He joined UTI AMC as Assistance Manager at Dept of Sales. He has over 4 years of experience in the field of Research.
All Mutual Fund Schemes (76)
| Scheme Name | Category | AUM | NAV | 1Y Ret | 3Y Ret | 5Y Ret | |
|---|---|---|---|---|---|---|---|
| UTI - Liquid Fund | Income/Debt Oriented Schemes - Liquid Fund | ₹31.5k Cr | ₹461.68 | -89.36% | -50.39% | -32.94% | |
| UTI - Liquid Fund | Income/Debt Oriented Schemes - Liquid Fund | ₹31.5k Cr | ₹418.95 | -89.36% | -50.49% | -33.16% | |
| UTI Nifty 50 Index Fund | Other Scheme - Index Funds | ₹27.8k Cr | ₹161.91 | -7.09% | +6.34% | +6.73% | |
| UTI - Flexi Cap Fund. | Equity Scheme - Flexi Cap Fund | ₹22.3k Cr | ₹321.41 | -3.83% | +7.33% | +3.82% | |
| UTI - Money Market Fund | Debt Scheme - Money Market Fund | ₹17.4k Cr | ₹3333.55 | +6.42% | +7.29% | +6.64% | |
| UTI - Money Market Fund | Debt Scheme - Money Market Fund | ₹17.4k Cr | ₹7702.98 | +6.42% | +7.09% | +6.31% | |
| UTI - Large Cap Fund | Equity Scheme - Large Cap Fund | ₹12.0k Cr | ₹259.86 | -6.94% | +6.17% | +5.72% | |
| UTI - Mid Cap Fund | Equity Scheme - Mid Cap Fund | ₹11.7k Cr | ₹314.26 | +2.19% | +11.07% | +10.83% | |
| UTI - Arbitrage Fund | Hybrid Schemes - Arbitrage Fund | ₹10.9k Cr | ₹37.60 | +6.10% | +6.84% | +6.12% | |
| UTI Value Fund | Equity Schemes - Value Fund | ₹9.3k Cr | ₹162.31 | -5.67% | +10.94% | +10.06% | |
| UTI Nifty 200 Momentum 30 Index Fund | Index Funds - Equity Funds | ₹8.4k Cr | ₹20.55 | -2.06% | +9.75% | +8.96% | |
| UTI Multi Asset Allocation Fund | Hybrid Schemes - Multi Asset Allocation Fund | ₹6.9k Cr | ₹77.86 | +2.44% | +13.76% | +12.00% | |
| UTI - Nifty Next 50 Index Fund | Index Funds - Equity Funds | ₹6.6k Cr | ₹25.70 | +3.46% | +16.52% | +10.87% | |
| UTI Aggressive Hybrid Fund | Hybrid Scheme - Aggressive Hybrid Fund | ₹6.5k Cr | ₹400.51 | -1.41% | +9.61% | +10.13% | |
| UTI Large & Mid Cap Fund | Equity Scheme - Large & Mid Cap Fund | ₹5.9k Cr | ₹182.52 | +0.87% | +13.64% | +13.02% | |
| UTI - Overnight Fund | Debt Scheme - Overnight Fund | ₹5.7k Cr | ₹3733.29 | +5.23% | +6.02% | +5.67% | |
| UTI - Corporate Bond Fund | Income/Debt Oriented Schemes - Corporate Bond Fund | ₹5.3k Cr | ₹17.45 | +5.01% | +6.95% | +5.97% | |
| UTI Small Cap Fund | Equity Schemes - Small Cap Fund | ₹4.9k Cr | ₹27.49 | +3.46% | +12.91% | +13.79% | |
| UTI Retirement Fund | Solution Oriented Scheme - Retirement Fund | ₹4.6k Cr | ₹50.13 | +0.52% | +7.91% | +8.27% | |
| UTI Children's Hybrid Fund | Solution Oriented Scheme - Children’s Fund | ₹4.3k Cr | ₹40.09 | -1.52% | +6.09% | +6.19% | |
| UTI - Transportation and Logistics Fund | Equity Schemes - Thematic Fund | ₹3.8k Cr | ₹293.92 | -1.08% | +16.64% | +18.86% | |
| UTI Ultra Short Term Fund | Income/Debt Oriented Schemes - Ultra Short Term Fund | ₹3.8k Cr | ₹3261.49 | +5.99% | +6.75% | +6.70% | |
| UTI Ultra Short Term Fund | Income/Debt Oriented Schemes - Ultra Short Term Fund | ₹3.8k Cr | ₹4551.76 | +5.99% | +6.68% | +6.58% | |
| UTI - Dividend Yield Fund | Equity Schemes - Dividend Yield Fund | ₹3.7k Cr | ₹172.35 | -4.11% | +11.51% | +9.59% | |
| UTI ELSS Tax Saver Fund | Equity Scheme - ELSS | ₹3.4k Cr | ₹196.72 | -5.98% | +6.87% | +6.19% | |
| UTI Balanced Advantage Fund | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | ₹3.0k Cr | ₹12.37 | -3.50% | +6.65% | — | |
| UTI Ultra Short to Short Term Fund | Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | ₹2.9k Cr | ₹3823.35 | +6.17% | +7.15% | +7.41% | |
| UTI Ultra Short to Short Term Fund | Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | ₹2.9k Cr | ₹6762.17 | +6.17% | +6.97% | +7.11% | |
| UTI - MNC Fund | Equity Scheme - Sectoral/ Thematic | ₹2.7k Cr | ₹393.66 | -3.52% | +7.96% | +7.11% | |
| UTI Short Term Fund | Income/Debt Oriented Schemes - Short Term Fund | ₹2.5k Cr | ₹33.73 | +4.94% | +6.85% | +6.96% | |
| UTI Short Term Fund | Income/Debt Oriented Schemes - Short Term Fund | ₹2.5k Cr | ₹47.48 | +4.94% | +6.70% | +6.73% | |
| UTI Focused Fund (30 stocks) | Equity Schemes - Focused Fund | ₹2.4k Cr | ₹15.23 | -3.78% | +8.37% | +8.17% | |
| UTI - Infrastructure Fund | Equity Scheme - Sectoral/ Thematic | ₹2.1k Cr | ₹142.25 | +0.19% | +12.33% | +12.61% | |
| UTI Multi Cap Fund | Equity Schemes - Multi Cap Fund | ₹1.9k Cr | ₹10.60 | +0.50% | — | — | |
| UTI Conservative Hybrid Fund | Hybrid Schemes - Conservative Hybrid Fund | ₹1.6k Cr | ₹70.41 | +0.82% | +7.02% | +6.92% | |
| UTI Quant Fund | Equity Schemes - Thematic Fund | ₹1.6k Cr | ₹10.14 | -5.56% | — | — | |
| UTI - Banking and Financial Services Fund | Equity Scheme - Sectoral/ Thematic | ₹1.4k Cr | ₹193.34 | +2.16% | +11.29% | +9.91% | |
| UTI Gold ETF Fund of Fund | Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic) | ₹1.4k Cr | ₹28.91 | +38.03% | +35.76% | — | |
| UTI Banking & PSU Debt Fund | Income/Debt Oriented Schemes - Banking and PSU Debt Fund | ₹1.2k Cr | ₹23.56 | +5.85% | +7.14% | +7.45% | |
| UTI - Healthcare Fund | Equity Scheme - Sectoral/ Thematic | ₹1.2k Cr | ₹343.81 | +15.25% | +23.15% | +14.90% | |
| UTI Floating Interest Rates Fund | Income/Debt Oriented Schemes - Floating Interest Rates Fund | ₹1.2k Cr | ₹1602.39 | +5.82% | +6.63% | +5.83% | |
| UTI Children's Equity Fund | Solution Oriented Scheme - Children’s Fund | ₹1.1k Cr | ₹79.00 | -8.37% | +5.87% | +5.37% | |
| UTI - Equity Savings Fund | Hybrid Schemes - Equity Savings Fund | ₹821.6 Cr | ₹18.78 | +1.98% | +7.12% | +7.66% | |
| UTI Innovation Fund | Equity Schemes - Thematic Fund | ₹735.6 Cr | ₹11.58 | -3.75% | — | — | |
| UTI Nifty 500 Value 50 Index Fund | Index Funds - Equity Funds | ₹729.7 Cr | ₹21.52 | +8.35% | +20.68% | — | |
| UTI - India Consumer Fund | Equity Schemes - Thematic Fund | ₹669.3 Cr | ₹56.70 | -6.39% | +9.15% | +7.65% | |
| UTI Silver ETF Fund of Fund | Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic) | ₹620.8 Cr | ₹29.58 | +78.86% | +45.67% | — | |
| UTI Nifty 200 Quality 30 Index Fund | Index Funds - Equity Funds | ₹565.5 Cr | ₹8.54 | -7.06% | — | — | |
| UTI - Gilt Fund | Income/Debt Oriented Schemes - Gilt Fund | ₹525 Cr | ₹65.73 | +4.83% | +6.37% | +5.45% | |
| UTI - Gilt Fund | Income/Debt Oriented Schemes - Gilt Fund | ₹525 Cr | ₹48.88 | +4.83% | +6.37% | +5.45% | |
| UTI BSE Low Volatility Index Fund | Index Funds - Equity Funds | ₹487.4 Cr | ₹15.36 | -8.35% | +6.24% | — | |
| UTI Dynamic Term Fund | Income/Debt Oriented Schemes - Dynamic Term Fund | ₹415.1 Cr | ₹32.50 | +4.56% | +6.42% | +8.72% | |
| UTI Medium to Long Term Fund | Income/Debt Oriented Schemes - Medium to Long Term Fund | ₹300.8 Cr | ₹76.11 | +3.47% | +5.88% | +8.12% | |
| UTI CRISIL SDL Maturity April 2033 Index Fund | Index Funds - Debt Funds | ₹277.2 Cr | ₹12.91 | +4.71% | +6.73% | — | |
| UTI - Credit Risk Fund. | Income/Debt Oriented Schemes - Credit Risk Fund | ₹252.3 Cr | ₹18.32 | +5.80% | +7.00% | +9.38% | |
| UTI Nifty Midcap 150 Quality 50 Index Fund | Index Funds - Equity Funds | ₹239.5 Cr | ₹13.89 | -4.05% | +7.77% | — | |
| UTI Nifty Private Bank Index Fund | Index Funds - Equity Funds | ₹209.4 Cr | ₹10.04 | +0.73% | — | — | |
| UTI BSE Sensex Index Fund | Index Funds - Equity Funds | ₹194.8 Cr | ₹13.38 | -9.41% | +4.46% | — | |
| UTI Income Plus Arbitrage Active Fund of Fund | Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic) | ₹184.1 Cr | ₹10.85 | +5.41% | — | — | |
| UTI Nifty50 Equal Weight Index Fund | Index Funds - Equity Funds | ₹138.9 Cr | ₹14.60 | -1.40% | +10.34% | — | |
| UTI 10 year Constant Maturity Gilt Fund | Income/Debt Oriented Schemes - 10-year Constant Maturity Gilt Fund | ₹118 Cr | ₹13.04 | +2.83% | +6.33% | — | |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund | Index Funds - Equity Funds | ₹111.4 Cr | ₹11.67 | +3.30% | — | — | |
| UTI Nifty500 Shariah Index Fund | Index Funds - Equity Funds | ₹79.1 Cr | ₹9.90 | — | — | — | |
| UTI Nifty Alpha Low-Volatility 30 Index Fund | Index Funds - Equity Funds | ₹73.8 Cr | ₹9.46 | -3.25% | — | — | |
| UTI Long Term Fund | Income/Debt Oriented Schemes - Long Term Fund | ₹68.8 Cr | ₹11.90 | +1.12% | +4.55% | — | |
| UTI Nifty Midcap 150 Index Fund | Index Funds - Equity Funds | ₹67.7 Cr | ₹10.90 | +4.24% | — | — | |
| UTI CRISIL SDL Maturity June 2027 Index Fund | Index Funds - Debt Funds | ₹65.2 Cr | ₹12.90 | +5.85% | +7.23% | — | |
| UTI Fixed Term Income Fund Series XXXVI - I (1574 Days) | Income/Debt Oriented Schemes - Fixed Term Plan | ₹63.8 Cr | ₹12.88 | +5.42% | +7.16% | — | |
| UTI Medium Term Fund | Income/Debt Oriented Schemes - Medium Term Fund | ₹36.6 Cr | ₹19.19 | +4.17% | +6.16% | +5.90% | |
| UTI NIFTY SDL Plus AAA PSU Bond Apr 2028- 75:25 Index Fund | Index Funds - Debt Funds | ₹33.2 Cr | ₹12.89 | +5.57% | +7.25% | — | |
| UTI Nifty India Manufacturing Index Fund | Index Funds - Equity Funds | ₹28.6 Cr | ₹12.31 | +4.35% | — | — | |
| UTI BSE Housing Index Fund | Index Funds - Equity Funds | ₹23.9 Cr | ₹13.23 | -12.62% | +6.15% | — | |
| UTI Annual Interval Fund - I | Income/Debt Oriented Schemes - Other Debt Scheme | ₹21.9 Cr | ₹38.01 | +5.11% | +6.14% | +6.48% | |
| UTI Annual Interval Fund - I | Income/Debt Oriented Schemes - Other Debt Scheme | ₹21.9 Cr | ₹36.54 | +5.11% | +6.07% | +6.38% | |
| UTI - Unit Linked Insurance Plan | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | — | ₹42.70 | +0.46% | +6.94% | +5.51% | |
| UTI - Master Equity Plan Unit Scheme | ELSS | — | ₹218.68 | -6.40% | +6.55% | +6.26% |
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.
Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor).