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UTI Mutual Funds

UTI Mutual Funds

About This AMC

UTI Mutual Fund was carved out of UTI (Unit Trust of India) in 2003. It is backed by five large institutions: State Bank of India, Bank of Baroda, Punjab National Bank, LIC, and T Rowe Price Group Inc.

UTI Mutual Fund offers one of the most popular and longest-running mutual fund schemes: UTI Mastershare Fund. It was launched by UTI in 1986.

Over the years, UTI Mutual Fund has garnered substantial Asset Under Management (AUM) of around ₹2.39 lakh crores as of March 31, 2023, having a market share of 6.06% in the industry.

Vetri Subramaniam, the former CIO of Invesco Asset Management Ltd., is the CIO of UTI Mutual Fund since 2021.

UTI Mutual Fund is home to UTI NIFTY 50 Index Fund, the largest index fund (Rs, 12,000+ crore) in India.

As of February 2024

Schemes

82

AUM

₹2,73,084 Cr

AUM growth

-₹2,315 Cr

Fund managers

21

Explore UTI Mutual Funds

NameFund sizeExpense Ratio1 Y3 Y
UTI Transportation & Logistics Fund Direct Growth
₹3,279 Cr0.79%60.4%31.3%
UTI Infrastructure Fund Direct Growth
UTI Infrastructure Fund Direct Growth

Equity - Infrastructure Very High Risk

₹2,183 Cr1.9%57.8%27.8%
UTI Nifty200 Momentum 30 Index Fund Direct Growth
₹5,496 Cr0.46%70.5%27.2%
UTI Small Cap Fund Direct Growth
UTI Small Cap Fund Direct Growth

Small-Cap Very High Risk

₹3,791 Cr0.48%38.7%25.4%
UTI Core Equity Fund Direct Growth
UTI Core Equity Fund Direct Growth

Large & Mid-Cap Very High Risk

₹2,978 Cr1.21%47.5%23.8%
UTI Nifty Next 50 Index Fund Direct Growth
₹3,833 Cr0.35%64.9%23.3%
UTI Mid Cap Fund Direct Growth
UTI Mid Cap Fund Direct Growth

Mid-Cap Very High Risk

₹10,474 Cr0.82%42.3%23.1%
UTI Dividend Yield Fund Direct Growth
UTI Dividend Yield Fund Direct Growth

Dividend Yield Very High Risk

₹3,702 Cr1.42%44.9%21.1%
UTI Value Opportunities Fund Direct Growth
₹8,931 Cr1.12%39.8%20.1%
UTI India Consumer Fund Direct Growth
UTI India Consumer Fund Direct Growth

Equity - Consumption Very High Risk

₹609 Cr1.57%35.3%19.3%
View all UTI Mutual Funds

Top UTI Fund Managers

SK

Sharwan Kumar Goyal

₹1,25,302 Cr

AUM

20

Schemes

AJ

Ayush Jain

₹1,19,360 Cr

AUM

18

Schemes

₹23,556 Cr

AUM

8

Schemes

₹1,745 Cr

AUM

4

Schemes

RN

Ritesh Nambiar

₹2,529 Cr

AUM

8

Schemes

₹8,084 Cr

AUM

17

Schemes

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All about UTI Mutual Funds

Key Information

Mutual fund nameUTI Mutual Fund
AMC Setup DateFebruary 1, 2003
AMC Incorporation Date05 September 1994
Sponsor nameState Bank of India / Punjab National Bank / Bank of Baroda / Life Insurance Corporation
Trustee organisationUTI Trustee Co (P) Ltd
Compliance OfficerMr. Vivek Maheshwari
Investor Service OfficerMs Nanda Malai
MD and CEOMr. Imtaiyazur Rahman
Updated as ofFebruary 2024