Best investment policies at lowest premiums.
Top performing investment plans, better than mutual funds.
Plans with zero commissions
and lowest charges in the market.
tax-free returns
Benefits for 80C, 10(10D) and no LTCG.

UTI Mutual Fund

UTI Asset Management Company is the seventh largest asset management company in India in terms of mutual fund QAAUM (as of September 30, 2019, according to CRISIL). The company’s vast network includes 163 UTI Financial Centres, 273 Business Development Associates, 46 Chief Agents and 33 other OPAs. In addition, UTI’s IFAs channel includes approximately 51,000 Independent Financial Advisors.

Vision of UTI Mutual Fund

  • To be the most preferred Mutual Fund

Mission of UTI Mutual Fund

  • The most trusted and admired brand for all stakeholders
  • The most efficient wealth manager with a global presence
  • Deliver best-in-class customer service
  • The most preferred employers
  • Create innovative products that maximize ROI
  • Socially responsible corporation that focus on well-being of all

Features of UTI Mutual Funds

  • UTI equity funds are intended to provide long-term capital appreciation.

  • A large segment of the amount is equities investment and other such instruments.

  • Equity funds are suitable for investors with high risk appetite and are offered with various options, such as dividend option and capital appreciation.

  • Allows for the investors to replace the pay-out options at a later time.

Types of Funds offered by UTI Mutual Fund

UTI has on offer, a large variety of mutual fund instruments that serve to everyone’s investment parameters. Read on.

Equity Funds

The investment objective of UTI Equity Fund is to generate capital growth through investment in equity shares as well as debentures/bonds (non-convertible and convertible) of companies whose potential for growth is high. It also makes investments in money market securities.

Debt Funds

UTI Income Funds bring regular income to the investor. These funds are considered “safe” funds as investment is generally done in fixed income securities such as bonds, corporate debentures, Government securities and money market instruments. It should be noted that the debt-oriented funds by UTI carry less threats of market swing when compared to the equity policies. This is mostly because these funds are not influenced by anyequity market inconsistency.

Overnight and Liquid Funds

The investment objective of the UTI Liquid Cash Plan is to generate reasonable and steady income with a high level of liquidity and low level of risk through investment in a portfolio comprising debt and money market instruments.

Hybrid Funds

The investment objective of the UTI Hybrid Equity Fund is to generate capital growth along with regular income through investment in a portfolio that comprises fixed income instruments and equity and equity-related instruments.

Mutual Funds offered by UTI

Tax Saving Mutual Funds from UTI

UTI Mutual Fund offers a scheme that allows investors to avail tax benefits under Section 80C of the Income Tax Act, 1961. Here is the tax saving scheme you can avail from UTI Mutual Fund- UTI Long Term Equity Fund (Tax Saving)

Who is Eligible for UTI Mutual Funds?

UTI Mutual Funds can be availed by the following set of entities:

  • Residents
  • NRIs
  • Banking institutions
  • Insurance companies
  • Trusts
  • Partnership firms
  • HUFs
  • Pension funds
  • Foreign institutional investors
  • Companies
  • Public financial investors
  • Parents/legal guardians for investment on behalf of minors

Fund Managers at UTI MF

  1. Amandeep Chopra - Group President & Head of Fixed Income
  2. Amit Premchandani - Senior Vice President & Fund Manager – Equity
  3. Amit Sharma - Vice President & Fund Manager – Debt
  4. Ankit Agarwal - Fund Manager
  5. Ajay Tyagi - Executive Vice President & Fund Manager – Equity
  6. Rajeev Gupta - Executive Vice President
  7. Ritesh Nambiar - Senior Vice President & Fund Manager for UTI Credit Risk
  8. Sachin Trivedi - Senior Vice President and designated as Head of Research & Fund Manager
  9. Sanjay Ramdas Dongre - Executive Vice President and Sr Fund Manager – Equity
  10. Sharwan Kumar Goyal - Vice President & Fund Manager – Equity
  11. V Srivatsa - Executive Vice President & Fund Manager – Equity
  12. Sudhir Agrawal - Executive Vice President & Fund Manager – Fixed Income
  13. Sunil Patil - Executive Vice President & Fund Manager – Debt
  14. Swati Kulkarni - Executive Vice President and Fund Manager – Equity
  15. Vetri Subramaniam - Group President & Head of Equity
  16. Vishal Chopda - Research Analyst

Documents Required for UTI Mutual Funds

The following documents will be required for investment in UTI Mutual Funds:

  • Application form
  • ID proof
  • Address proof
  • KYC documents

FAQs on UTI Mutual Fund

How much of my returns will be given to my nominees?

In case you have chosen only one nominee, 100% of the mutual fund shall be allocated to him/her. If you have chosen more than one nominee, you will have to choose the percentage of the fund that will be allocated to each nominee.

What is switch?

A switch is basically an option offered by a mutual fund for investors to transfer their investment from one scheme to another scheme provided both schemes are part of the same fund. A small fee is charged for switches.

Is it necessary for me to add nominees to my portfolio?

While it is not necessary to add a nominee, adding one is considered a good practice as your investment can be claimed by your loved ones in case of your unforeseen demise.

How do I buy UTI Mutual Fund plan online?

You can head to the UTI official site to purchase mutual funds online.

How do I contact UTI Mutual Fund Company?

Karvy Computershare Pvt. Ltd Unit: UTI Mutual Fund Karvy Selenium Tower B| Plot Nos. 31 & 32 | Financial District, Nanakramguda, Serilingampally Mandal, Hyderabad - 500032

How do I login to the UTI Mutual Fund Company website?

www.utimf.com/portal/signup

What is UTI Mutual Fund Company's Contact Number?

1800221230, 022-26546200

What type of investor should invest in a small cap scheme?

This should be an investor willing to take risk.

Which UTI mutual fund scheme should I invest in?

UTI has on offer, a large variety of mutual fund schemes that serve to everyone’s investment parameters. One can choose from Equity Funds, Debt Funds, Overnight and Liquid Funds, Hybrid Funds.

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