UTI Mutual Fund
Rank #8AMFI Registered Mutual Fund
Official Total AUM
₹3.12 Lakh Cr
AMFI Disclosed
Schemes Managed
77
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 (77)
| Scheme Name | Category | AUM | NAV | 1Y Ret | 3Y Ret | 5Y Ret | |
|---|---|---|---|---|---|---|---|
| UTI - Liquid Fund | Income/Debt Oriented Schemes - Liquid Fund | ₹30.1k Cr | ₹464.90 | -89.36% | -50.42% | -32.90% | |
| UTI - Liquid Fund | Income/Debt Oriented Schemes - Liquid Fund | ₹30.1k Cr | ₹421.87 | -89.36% | -50.50% | -33.11% | |
| UTI Nifty 50 Index Fund | Other Scheme - Index Funds | ₹29.3k Cr | ₹166.17 | -6.32% | +8.46% | +6.97% | |
| UTI - Flexi Cap Fund. | Equity Scheme - Flexi Cap Fund | ₹23.7k Cr | ₹321.58 | -2.53% | +8.64% | +3.60% | |
| UTI - Money Market Fund | Debt Scheme - Money Market Fund | ₹16.5k Cr | ₹3354.41 | +6.28% | +7.22% | +6.69% | |
| UTI - Money Market Fund | Debt Scheme - Money Market Fund | ₹16.5k Cr | ₹7751.19 | +6.28% | +7.04% | +6.38% | |
| UTI - Mid Cap Fund | Equity Scheme - Mid Cap Fund | ₹12.4k Cr | ₹300.83 | -2.66% | +10.31% | +9.51% | |
| UTI - Large Cap Fund | Equity Scheme - Large Cap Fund | ₹12.1k Cr | ₹264.85 | -5.62% | +7.97% | +5.64% | |
| UTI - Arbitrage Fund | Hybrid Schemes - Arbitrage Fund | ₹11.2k Cr | ₹37.86 | +6.06% | +6.73% | +6.18% | |
| UTI Value Fund | Equity Schemes - Value Fund | ₹9.5k Cr | ₹161.58 | -6.56% | +11.58% | +9.55% | |
| UTI Nifty 200 Momentum 30 Index Fund | Index Funds - Equity Funds | ₹8.4k Cr | ₹20.16 | -5.87% | +9.40% | +7.56% | |
| UTI - Nifty Next 50 Index Fund | Index Funds - Equity Funds | ₹7.4k Cr | ₹25.26 | +0.62% | +16.51% | +10.64% | |
| UTI Multi Asset Allocation Fund | Hybrid Schemes - Multi Asset Allocation Fund | ₹7.0k Cr | ₹77.02 | -0.62% | +13.13% | +11.72% | |
| UTI Aggressive Hybrid Fund | Hybrid Scheme - Aggressive Hybrid Fund | ₹6.7k Cr | ₹399.97 | -2.96% | +10.14% | +9.41% | |
| UTI Large & Mid Cap Fund | Equity Scheme - Large & Mid Cap Fund | ₹6.4k Cr | ₹179.36 | -2.69% | +13.76% | +11.86% | |
| UTI - Overnight Fund | Debt Scheme - Overnight Fund | ₹6.1k Cr | ₹3757.79 | +5.22% | +5.96% | +5.72% | |
| UTI Small Cap Fund | Equity Schemes - Small Cap Fund | ₹5.3k Cr | ₹26.08 | -2.04% | +11.26% | +11.74% | |
| UTI - Corporate Bond Fund | Income/Debt Oriented Schemes - Corporate Bond Fund | ₹4.8k Cr | ₹17.45 | +3.97% | +6.79% | +5.97% | |
| UTI Retirement Fund | Solution Oriented Scheme - Retirement Fund | ₹4.7k Cr | ₹50.08 | -0.67% | +8.21% | +7.70% | |
| UTI Children's Hybrid Fund | Solution Oriented Scheme - Children’s Fund | ₹4.4k Cr | ₹39.23 | -3.99% | +5.64% | +5.31% | |
| UTI - Transportation and Logistics Fund | Equity Schemes - Thematic Fund | ₹4.2k Cr | ₹287.73 | -1.97% | +16.73% | +16.44% | |
| UTI - Dividend Yield Fund | Equity Schemes - Dividend Yield Fund | ₹3.8k Cr | ₹172.74 | -4.16% | +12.79% | +9.79% | |
| UTI Ultra Short Term Fund | Income/Debt Oriented Schemes - Ultra Short Term Fund | ₹3.5k Cr | ₹3280.13 | +5.84% | +6.68% | +6.16% | |
| UTI Ultra Short Term Fund | Income/Debt Oriented Schemes - Ultra Short Term Fund | ₹3.5k Cr | ₹4577.77 | +5.84% | +6.61% | +6.05% | |
| UTI ELSS Tax Saver Fund | Equity Scheme - ELSS | ₹3.5k Cr | ₹195.32 | -6.89% | +7.41% | +5.51% | |
| UTI Balanced Advantage Fund | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | ₹3.0k Cr | ₹12.56 | -2.95% | +7.73% | — | |
| UTI - MNC Fund | Equity Scheme - Sectoral/ Thematic | ₹2.7k Cr | ₹388.38 | -4.51% | +7.79% | +6.78% | |
| UTI Ultra Short to Short Term Fund | Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | ₹2.5k Cr | ₹3839.36 | +5.70% | +7.04% | +6.42% | |
| UTI Ultra Short to Short Term Fund | Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | ₹2.5k Cr | ₹6790.49 | +5.70% | +6.89% | +6.13% | |
| UTI Focused Fund (30 stocks) | Equity Schemes - Focused Fund | ₹2.5k Cr | ₹15.30 | -3.66% | +9.45% | +7.84% | |
| UTI - Infrastructure Fund | Equity Scheme - Sectoral/ Thematic | ₹2.1k Cr | ₹142.42 | -2.13% | +12.66% | +12.25% | |
| UTI Multi Cap Fund | Equity Schemes - Multi Cap Fund | ₹2.1k Cr | ₹10.33 | -2.77% | — | — | |
| UTI Short Term Fund | Income/Debt Oriented Schemes - Short Term Fund | ₹1.9k Cr | ₹33.75 | +4.10% | +6.67% | +5.95% | |
| UTI Short Term Fund | Income/Debt Oriented Schemes - Short Term Fund | ₹1.9k Cr | ₹47.51 | +4.10% | +6.53% | +5.74% | |
| UTI Conservative Hybrid Fund | Hybrid Schemes - Conservative Hybrid Fund | ₹1.7k Cr | ₹70.23 | -0.21% | +7.06% | +6.22% | |
| UTI Quant Fund | Equity Schemes - Thematic Fund | ₹1.5k Cr | ₹10.20 | -4.59% | — | — | |
| UTI Banking & PSU Debt Fund | Income/Debt Oriented Schemes - Banking and PSU Debt Fund | ₹1.4k Cr | ₹23.69 | +5.52% | +7.17% | +7.52% | |
| UTI Gold ETF Fund of Fund | Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic) | ₹1.4k Cr | ₹26.57 | +15.60% | +30.79% | — | |
| UTI - Banking and Financial Services Fund | Equity Scheme - Sectoral/ Thematic | ₹1.4k Cr | ₹190.70 | -2.94% | +11.84% | +8.99% | |
| UTI - Healthcare Fund | Equity Scheme - Sectoral/ Thematic | ₹1.4k Cr | ₹337.94 | +15.12% | +22.98% | +15.57% | |
| UTI Children's Equity Fund | Solution Oriented Scheme - Children’s Fund | ₹1.1k Cr | ₹79.41 | -7.73% | +6.86% | +4.97% | |
| UTI Floating Interest Rates Fund | Income/Debt Oriented Schemes - Floating Interest Rates Fund | ₹1.1k Cr | ₹1607.96 | +5.22% | +6.51% | +5.86% | |
| UTI - Equity Savings Fund | Hybrid Schemes - Equity Savings Fund | ₹832.7 Cr | ₹18.87 | +0.99% | +7.43% | +7.45% | |
| UTI Nifty 500 Value 50 Index Fund | Index Funds - Equity Funds | ₹830.2 Cr | ₹20.90 | +0.24% | +19.36% | — | |
| UTI Innovation Fund | Equity Schemes - Thematic Fund | ₹807.1 Cr | ₹10.96 | -8.68% | +3.00% | — | |
| UTI - India Consumer Fund | Equity Schemes - Thematic Fund | ₹720 Cr | ₹56.02 | -6.55% | +8.99% | +6.97% | |
| UTI Silver ETF Fund of Fund | Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic) | ₹626.9 Cr | ₹23.25 | +22.89% | +35.28% | — | |
| UTI Nifty 200 Quality 30 Index Fund | Index Funds - Equity Funds | ₹538 Cr | ₹8.59 | -6.07% | — | — | |
| UTI BSE Low Volatility Index Fund | Index Funds - Equity Funds | ₹459.3 Cr | ₹15.32 | -8.77% | +6.70% | — | |
| UTI - Gilt Fund | Income/Debt Oriented Schemes - Gilt Fund | ₹421.1 Cr | ₹65.82 | +4.27% | +6.48% | +5.47% | |
| UTI - Gilt Fund | Income/Debt Oriented Schemes - Gilt Fund | ₹421.1 Cr | ₹48.94 | +4.28% | +6.48% | +5.47% | |
| UTI Dynamic Term Fund | Income/Debt Oriented Schemes - Dynamic Term Fund | ₹407.1 Cr | ₹32.56 | +3.89% | +6.54% | +6.84% | |
| UTI Medium to Long Term Fund | Income/Debt Oriented Schemes - Medium to Long Term Fund | ₹303.6 Cr | ₹76.11 | +2.69% | +6.01% | +6.53% | |
| UTI CRISIL SDL Maturity April 2033 Index Fund | Index Funds - Debt Funds | ₹270.1 Cr | ₹12.87 | +3.16% | +6.88% | — | |
| UTI Nifty Midcap 150 Quality 50 Index Fund | Index Funds - Equity Funds | ₹252.7 Cr | ₹13.45 | -5.16% | +7.59% | — | |
| UTI - Credit Risk Fund. | Income/Debt Oriented Schemes - Credit Risk Fund | ₹251.3 Cr | ₹18.36 | +5.07% | +6.90% | +6.11% | |
| UTI Nifty Private Bank Index Fund | Index Funds - Equity Funds | ₹223.7 Cr | ₹10.15 | -2.27% | — | — | |
| UTI BSE Sensex Index Fund | Index Funds - Equity Funds | ₹194.2 Cr | ₹13.92 | -7.34% | +7.13% | — | |
| UTI Income Plus Arbitrage Active Fund of Fund | Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic) | ₹174.7 Cr | ₹10.87 | +4.70% | — | — | |
| UTI Nifty50 Equal Weight Index Fund | Index Funds - Equity Funds | ₹151.8 Cr | ₹14.77 | -1.71% | +11.70% | — | |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund | Index Funds - Equity Funds | ₹128.9 Cr | ₹11.47 | +2.50% | — | — | |
| UTI 10 year Constant Maturity Gilt Fund | Income/Debt Oriented Schemes - 10-year Constant Maturity Gilt Fund | ₹112.2 Cr | ₹13.01 | +2.10% | +6.35% | — | |
| UTI Nifty500 Shariah Index Fund | Index Funds - Equity Funds | ₹87.7 Cr | ₹9.87 | — | — | — | |
| UTI Long Term Fund | Income/Debt Oriented Schemes - Long Term Fund | ₹79 Cr | ₹11.91 | +1.32% | +4.79% | — | |
| UTI Nifty Midcap 150 Index Fund | Index Funds - Equity Funds | ₹76.6 Cr | ₹10.40 | -1.82% | — | — | |
| UTI Nifty Alpha Low-Volatility 30 Index Fund | Index Funds - Equity Funds | ₹71.5 Cr | ₹9.39 | -3.76% | — | — | |
| UTI CRISIL SDL Maturity June 2027 Index Fund | Index Funds - Debt Funds | ₹65.4 Cr | ₹12.96 | +5.41% | +7.33% | — | |
| UTI Fixed Term Income Fund Series XXXVI - I (1574 Days) | Income/Debt Oriented Schemes - Fixed Term Plan | ₹64.8 Cr | ₹12.93 | +5.07% | +7.17% | — | |
| UTI Medium Term Fund | Income/Debt Oriented Schemes - Medium Term Fund | ₹36.6 Cr | ₹19.15 | +3.20% | +6.03% | +5.19% | |
| UTI NIFTY SDL Plus AAA PSU Bond Apr 2028- 75:25 Index Fund | Index Funds - Debt Funds | ₹32.8 Cr | ₹12.90 | +4.67% | +7.27% | — | |
| UTI Nifty India Manufacturing Index Fund | Index Funds - Equity Funds | ₹30.8 Cr | ₹12.05 | +1.61% | — | — | |
| UTI BSE Housing Index Fund | Index Funds - Equity Funds | ₹23.7 Cr | ₹13.21 | -10.90% | +6.14% | — | |
| UTI Annual Interval Fund - I | Income/Debt Oriented Schemes - Other Debt Scheme | ₹21.7 Cr | ₹38.27 | +5.13% | +6.10% | +5.79% | |
| UTI Annual Interval Fund - I | Income/Debt Oriented Schemes - Other Debt Scheme | ₹21.7 Cr | ₹36.79 | +5.13% | +6.05% | +5.69% | |
| UTI BSE India Sector Leaders Index Fund | Index Funds - Equity Funds | ₹3.8 Cr | ₹10.25 | — | — | — | |
| UTI - Master Equity Plan Unit Scheme | ELSS | — | ₹222.69 | -5.14% | +8.21% | +6.49% | |
| UTI - Unit Linked Insurance Plan | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | — | ₹42.81 | +0.61% | +7.54% | +5.23% |
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).