Fund Name | NAV | Expenses Ratio | 1y Return | 3Y Returns | Risk | Fund Size (in Cr) | |
|---|---|---|---|---|---|---|---|
Mutual funds was introduced in India in 1963 with the formation of the Unit Trust of India. In 2003, two separate entities - SUUTI and UTI Mutual Funds or UTI MF emerged from the former Unit Trust of India. UTI Mutual Fund registered with the SEBI on February 1, 2003. UTI was formed in 1963 under a Parliament Act and governed by the RBI. Until 1993, the Indian mutual funds’ space was dominated by public sector companies, with UTI Mutual Fund being a significant player in the domain. UTI Mutual Fund has a long history as the most renowned mutual fund in India. They have nearly 11 million investors and 250 plus active mutual fund schemes in India. UTI engages 50,000 plus AMFI and NSFM-certified financial advisors to help investors invest in UTI MF. As of February 28, 2023, UTI Mutual Fund has assets under management of ~₹2,33,772 crore. If one prefers, they can also invest in UTI AMC shares on the primary Indian exchanges. However, before investing, it is wise to follow the UTI AMC share price on your Angel One mobile app to plan the right entry into the market. As a leading AMC, UTI has been a pathbreaker on many occasions. They were the first to offer a Unit Linked Insurance Plan or ULIP in 1971, with additional life and accidental insurance coverage. The UTI Wealth Builder Fund Combines equity investment with gold investment. As an asset management company, UTI has a well-diversified portfolio with an extensive range of investment options to suit every individual. Besides mutual funds, they have diversified into Retirement Plans, Portfolio Management Solutions, International Banking, and Alternative Asset Management.
The following are some of the key information regarding the UTI asset management company -
| Founding date | February 01, 2003 |
| AMC Incorporation date | September 05, 1994 |
| Headquarters in | Mumbai |
| Name of the sponsors | State Bank of India/Punjab National Bank/Bank of Baroda/ Life Insurance Corporation of India. |
| Trustee organisation | UTI Trustee Co(P) Ltd. |
| MD and CEO | Imtaiyazur Rehman |
| Compliance Officer | Ms. Suruchi Wanare |
| Investor Service Officer | Nanda Malai |
| Chief Investment Officer | Mr Vetri Subramaniam |
Sharwan Kumar Goyal
Fund Manager since Aug 2023 (3 years)
Sachin Trivedi
Fund Manager since Aug 2023 (3 years)
Sunil Patil
Fund Manager since Aug 2023 (3 years)
Vetri Subramaniam
Fund Manager since Aug 2023 (3 years)
Abhisek Sonthalia
Fund Manager since Jul 2024 (2 years)
Investing in UTI Mutual Funds is an easy and hassle-free process when done through your Angel One Demat account. Just take the following steps: Step 1: Log in to your Angel One account with your mobile number and validate with OTP. At the next step, enter the MPIN. Note: If you don’t have an Angel One, open a Demat in a matter of minutes by submitting the necessary documents. Step 2: Find the most suited UTI MF based on your goals and risk profile. To do this, learn more about each fund offered by the AMC on the Angel One app. At this stage, consider the following to evaluate the funds:
Step 3:Once you have chosen the fund(s) for investing, open your Angel One account and go to the Mutual Funds section to select the fund on the page. Mutual funds are long term investments, and you must make a careful choice. Things you must consider are:
Investing in UTI Mutual Fund through Angel One offers you a streamlined and entirely digital KYC process, ensuring a hassle-free investment journey. To complete the KYC process, you'll need to furnish the following essential documents:
With Angel One, the KYC verification process is simplified, allowing you to swiftly and efficiently access UTI Mutual Funds, whether you're a new or returning investor. Achieving your financial goals is now more accessible through our user-friendly platform. Your KYC process will be completed in just 48-72 business hours, enabling you to commence your mutual fund journey promptly.
| Name | AUM (₹ Crore) | CAGR 3Y (%) | 1Y Returns (%) | Expense Ratio |
| UTI Gold ETF FoF | 1,214.11 | 38.56 | 75.91 | 0.17 |
| UTI Transportation & Logistics Fund | 3,905.77 | 26.37 | 28.75 | 0.82 |
| UTI Healthcare Fund | 1,055.01 | 25.11 | 10.21 | 1.3 |
| UTI Large & Mid Cap Fund | 5,635.04 | 21.85 | 16.84 | 0.91 |
| UTI Nifty Next 50 Index Fund | 6,009.74 | 21.60 | 17.28 | 0.35 |
| UTI Multi Asset Allocation Fund | 6,847.91 | 21.43 | 16.23 | 0.57 |
| UTI Infrastructure Fund | 2,110.89 | 20.95 | 15.98 | 1.94 |
| UTI Dividend Yield Fund | 3,880.21 | 20.66 | 13.8 | 1.44 |
| UTI Nifty200 Momentum 30 Index Fund | 8,446.21 | 19.77 | 11.21 | 0.44 |
| UTI Banking and Financial Services Fund | 1,399.82 | 19.21 | 26.33 | 1.06 |
Note: The data is as of February 2026, with funds ranked by the highest 3-year CAGR among UTI Mutual Fund schemes.
The UTI Gold ETF FoF aims to provide returns that closely track the UTI Gold ETF by investing primarily in units of the underlying gold ETF. The fund is managed by Sharwan Kumar Goyal and Ayush Jain.
Its benchmark is the Domestic Price of Gold. The scheme levies an exit load of 1% if redeemed within 15 days.
The UTI Transportation & Logistics Fund seeks long‑term capital appreciation by investing in companies engaged in the transportation and logistics sectors. It is managed by Sachin Trivedi.
Its benchmark is the Nifty Transportation & Logistics TRI. The scheme levies an exit load of 1% if redeemed within 30 days.
The UTI Healthcare Fund aims to generate long‑term capital appreciation by investing predominantly in pharmaceutical and healthcare companies. It is managed by Kamal Gada.
Its benchmark is the NIFTY Pharma Index / BSE Healthcare TRI. The scheme levies an exit load of 1% if redeemed within 30 days.
The UTI Large & Mid Cap Fund aims to generate long‑term capital appreciation by investing in a diversified portfolio of large‑cap and mid‑cap companies. It is managed by V. Srivatsa.
Its benchmark is the NIFTY Large Midcap 250 TRI. The scheme levies an exit load of 1% if redeemed within 1 year.
The UTI Nifty Next 50 Index Fund aims to replicate the performance of the NIFTY Next 50 TRI by investing in the same constituent stocks. It is managed by Ayush Jain and Sharwan Kumar Goyal.
Its benchmark is the NIFTY Next 50 TRI. The scheme has no exit load.
The UTI Multi Asset Allocation Fund seeks long‑term capital appreciation by investing in a diversified mix of equity, debt and gold ETFs. It is managed by Sharwan Kumar Goyal and Jaydeep Bhowal.
Its benchmark is the BSE 200 TRI. The scheme levies an exit load of 1% if redeemed within 30 days.
The UTI Infrastructure Fund aims to provide long‑term capital appreciation by investing in companies engaged in infrastructure‑related sectors. It is managed by Sachin Trivedi and Deepesh Agarwal.
Its benchmark is the NIFTY Infrastructure TRI. The scheme levies an exit load of 1% if redeemed within 30 days.
The UTI Dividend Yield Fund aims to generate long‑term capital appreciation and income by investing in high dividend‑yielding equities.
It is managed by Amit Kumar Premchandani. Its benchmark is the NIFTY 500 TRI. The scheme levies an exit load of 1% if redeemed within 1 year.
The UTI Nifty200 Momentum 30 Index Fund aims to track the Nifty 200 Momentum 30 TRI, offering exposure to momentum‑based large and mid‑cap stocks. It is managed by Sharwan Kumar Goyal and Ayush Jain.
Its benchmark is the Nifty 200 Momentum 30 TRI. The scheme has no exit load.
The UTI Banking and Financial Services Fund aims to generate long‑term capital appreciation by investing in banking and financial services companies. It is managed by Amit Premchandani.
Its benchmark is the NIFTY Financial Services TRI. The scheme levies an exit load of 1% if redeemed within 30 days.
