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UTI Mutual Fund

UTI Mutual Fund has a legacy of pioneering the first mutual fund in India, formed by a parliamentary act in 1963. It restructured in 2003 and is backed by SBI, LIC, PNB, Bank of Baroda and T. Rowe Price. It is known for its legacy institutional relationships.

AUM

₹2,58,662.65 Cr

amc age

23 Yrs

funds

66

UTI Equity Funds

sorted highest to lowest: 3Y return
UTI Healthcare Fund Direct Growth

3Y returns

22.55%

5Y returns

15.31%

-
UTI Transportation and Logistics Fund Direct Growth

3Y returns

16.14%

5Y returns

18.45%

-
UTI Large & Mid Cap Fund Direct Growth

3Y returns

13.30%

5Y returns

12.92%

4
UTI Small Cap Fund Direct Growth

3Y returns

12.88%

5Y returns

14.46%

3
UTI Banking and Financial Services Fund Direct Growth

3Y returns

11.65%

5Y returns

10.79%

3
UTI Dividend Yield Fund Direct Growth

3Y returns

11.27%

5Y returns

9.73%

2
UTI Infrastructure Fund Direct Growth

3Y returns

11.07%

5Y returns

12.45%

2
UTI Value Fund Direct Growth

3Y returns

10.64%

5Y returns

10.10%

3
UTI Mid Cap Fund Direct Growth

3Y returns

10.27%

5Y returns

10.93%

3
UTI Focused Fund (30 stocks) Direct Growth

3Y returns

8.52%

5Y returns

8.89%

3

return calculator

Monthly Investment
Time Period
₹6.65 Lac
Bank Ac
₹7.20 Lac
Fixed Deposit
₹8.25 Lac
This Fund
Total Investment₹ 6,00,000.00
Total Gains₹ 2,24,863.67
Total Value₹ 8,24,863.67
invest now

AMC information

fund house

UTI Mutual Fund

AUM (cr).

₹2,58,662.65

funds managed

66

AMC age

23 Yrs

date of incorporation

14 Nov 2002

phone

022 66786666

registered address

UTI Towers, Gn Block,, Bandra Kurla Complex,, Bandra (East), Mumbai 400 051

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