UTI Mutual Fund
- AMC AGE 23 years
- AMC AUM (In Cr) ₹ 3,27,515.09
- Number of Schemes 77
UTI Mutual Fund is India’s oldest mutual fund brand, with a legacy spanning several decades. It plays a foundational role in Indian asset management and has broad experience across equity, debt, hybrid, and solution-oriented funds. UTI Mutual Fund is often selected by investors seeking a tried-and-tested AMC with widespread presence and a deep-rooted heritage.
List of UTI Mutual Funds Schemes
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
UTI-Silver ETF Fund of Fund - Regular Growth
|
597 | 49.95% | - | |
UTI-Gold ETF Fund of Fund - Regular Growth
|
1,333 | 35.28% | - | |
UTI-Nifty 500 Value 50 Index Fund - Regular Growth
|
722 | 30.82% | - | |
UTI-Healthcare Fund Growth
|
1,144 | 25.54% | 13.70% | |
UTI-Large & Mid Cap Fund Growth
|
5,896 | 18.19% | 15.20% | |
UTI-Nifty Next 50 Index Fund - Regular Growth
|
6,561 | 18.15% | 12.55% | |
UTI-Transportation & Logistics Fund Growth
|
3,811 | 17.84% | 16.77% | |
UTI-Infrastructure Fund Growth
|
2,162 | 16.94% | 15.11% | |
UTI-Multi Asset Allocation Fund Growth
|
6,865 | 16.29% | 13.26% | |
UTI-Dividend Yield Fund Growth
|
3,751 | 15.96% | 13.24% |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
UTI-Silver ETF Fund of Fund - Regular Growth
|
49.95% Fund Size (Cr.) - 597 |
||
UTI-Gold ETF Fund of Fund - Regular Growth
|
35.28% Fund Size (Cr.) - 1,333 |
||
UTI-Nifty 500 Value 50 Index Fund - Regular Growth
|
30.82% Fund Size (Cr.) - 722 |
||
UTI-Healthcare Fund Growth
|
25.54% Fund Size (Cr.) - 1,144 |
||
UTI-Large & Mid Cap Fund Growth
|
18.19% Fund Size (Cr.) - 5,896 |
||
UTI-Nifty Next 50 Index Fund - Regular Growth
|
18.15% Fund Size (Cr.) - 6,561 |
||
UTI-Transportation & Logistics Fund Growth
|
17.84% Fund Size (Cr.) - 3,811 |
||
UTI-Infrastructure Fund Growth
|
16.94% Fund Size (Cr.) - 2,162 |
||
UTI-Multi Asset Allocation Fund Growth
|
16.29% Fund Size (Cr.) - 6,865 |
||
UTI-Dividend Yield Fund Growth
|
15.96% Fund Size (Cr.) - 3,751 |
Key Information about UTI Mutual Fund
- Name of the Mutual Fund
- UTI Mutual Fund
- Date of Incorporation
- 14-November-2002
- Setup Date
- 01-February-2003
- Sponsor Name
- a. State Bank of India, b. Punjab National Bank, c. Bank of Baroda, d. Life Insurance Corporation
- Trustee Name
- UTI Trustee Company Private Limited
- Managing Director / Chief Executive Officer
- Mr. Vetri Subramaniam
- Compliance Officer
- Ms. Gayatri Kannan
- Chief Investment Officer
- NA
- Investment Service Officer
- Ms Madhavi Dicholkar
- Auditor
- S. R. Batliboi & Co. LLP
- Custodian
- Stock Holding Corporation of India Limited, Deutsche Bank AG, Axis Bank Ltd.
- Registrars
- KFin Technologies Limited
- Address (Head Office)
- UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East)
- Telephone No
- 66786666
- Fax No
- 66786503;66786578
UTI Mutual Fund Managers
How to Invest in UTI Mutual Fund?
Investing in UTI Mutual Fund via 5paisa is seamless and user friendly.
Step 1: Log in or sign up for a 5paisa account.
Step 2: Complete KYC with your identity and address proof.
Step 3: Choose your investment horizon and risk comfort.
Step 4: Search UTI Mutual Fund schemes on 5paisa, select the one aligned to your goals.
Step 5: Select lump sum or SIP investment mode and place your order.
Step 6: Track your investment via your 5paisa portfolio and manage or adjust as needed
How to Invest in UTI Mutual Fund ?
Investing in UTI Mutual Fund via 5paisa is seamless and user friendly.
Step 1: Log in or sign up for a 5paisa account.
Step 2: Complete KYC with your identity and address proof.
Step 3: Choose your investment horizon and risk comfort.
Step 4: Search UTI Mutual Fund schemes on 5paisa, select the one aligned to your goals.
Step 5: Select lump sum or SIP investment mode and place your order.
Step 6: Track your investment via your 5paisa portfolio and manage or adjust as needed
Top 10 UTI Mutual Fund to Invest
- UTI-Silver ETF Fund of Fund - Regular Growth is an FoFs Domestic scheme that was launched on 10-04-2023 and is currently under the management of our experienced fund manager Sharwan Kumar Goyal. With an impressive
AUM of ₹597 Crores, this scheme's latest NAV is ₹32.6294 as of 6/3/2026 12:00:00 AM.
UTI-Silver ETF Fund of Fund - Regular Growth scheme has delivered a return performance of 151.03% in the last 1 year, 49.95% in the last 3 years, and an 46.08 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in FoFs Domestic.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 597
- 3Y Return
- 49.95%
- UTI-Gold ETF Fund of Fund - Regular Growth is an FoFs Domestic scheme that was launched on 10-10-2022 and is currently under the management of our experienced fund manager Sharwan Kumar Goyal. With an impressive
AUM of ₹1,333 Crores, this scheme's latest NAV is ₹29.261 as of 6/3/2026 12:00:00 AM.
UTI-Gold ETF Fund of Fund - Regular Growth scheme has delivered a return performance of 57.48% in the last 1 year, 35.28% in the last 3 years, and an 34.75 since its launch. With a minimum SIP investment of just ₹25, this scheme offers a great investment opportunity for those looking to invest in FoFs Domestic.
- Min SIP Investment Amt
- ₹ 25
- AUM (Cr.)
- ₹ 1,333
- 3Y Return
- 35.28%
- UTI-Nifty 500 Value 50 Index Fund - Regular Growth is an Index scheme that was launched on 26-04-2023 and is currently under the management of our experienced fund manager Sharwan Kumar Goyal. With an impressive
AUM of ₹722 Crores, this scheme's latest NAV is ₹22.6344 as of 6/3/2026 12:00:00 AM.
UTI-Nifty 500 Value 50 Index Fund - Regular Growth scheme has delivered a return performance of 20.57% in the last 1 year, 30.82% in the last 3 years, and an 30.50 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 722
- 3Y Return
- 30.82%
- UTI-Healthcare Fund Growth is an Sectoral / Thematic scheme that was launched on 27-05-1999 and is currently under the management of our experienced fund manager Kamal Gada. With an impressive
AUM of ₹1,144 Crores, this scheme's latest NAV is ₹304.2794 as of 6/3/2026 12:00:00 AM.
UTI-Healthcare Fund Growth scheme has delivered a return performance of 9.88% in the last 1 year, 25.54% in the last 3 years, and an 13.51 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,144
- 3Y Return
- 25.54%
- UTI-Large & Mid Cap Fund Growth is an Large & Mid Cap scheme that was launched on 18-01-1993 and is currently under the management of our experienced fund manager V Srivatsa. With an impressive
AUM of ₹5,896 Crores, this scheme's latest NAV is ₹177.6776 as of 6/3/2026 12:00:00 AM.
UTI-Large & Mid Cap Fund Growth scheme has delivered a return performance of 1.81% in the last 1 year, 18.19% in the last 3 years, and an 12.72 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Large & Mid Cap Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 5,896
- 3Y Return
- 18.19%
- UTI-Nifty Next 50 Index Fund - Regular Growth is an Index scheme that was launched on 08-06-2018 and is currently under the management of our experienced fund manager Sharwan Kumar Goyal. With an impressive
AUM of ₹6,561 Crores, this scheme's latest NAV is ₹24.8817 as of 6/3/2026 12:00:00 AM.
UTI-Nifty Next 50 Index Fund - Regular Growth scheme has delivered a return performance of 5.04% in the last 1 year, 18.15% in the last 3 years, and an 12.17 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 6,561
- 3Y Return
- 18.15%
- UTI-Transportation & Logistics Fund Growth is an Sectoral / Thematic scheme that was launched on 09-03-2004 and is currently under the management of our experienced fund manager Sachin Trivedi. With an impressive
AUM of ₹3,811 Crores, this scheme's latest NAV is ₹271.5412 as of 6/3/2026 12:00:00 AM.
UTI-Transportation & Logistics Fund Growth scheme has delivered a return performance of 7.37% in the last 1 year, 17.84% in the last 3 years, and an 15.17 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 3,811
- 3Y Return
- 17.84%
- UTI-Infrastructure Fund Growth is an Sectoral / Thematic scheme that was launched on 09-03-2004 and is currently under the management of our experienced fund manager Sachin Trivedi. With an impressive
AUM of ₹2,162 Crores, this scheme's latest NAV is ₹141.3846 as of 6/3/2026 12:00:00 AM.
UTI-Infrastructure Fund Growth scheme has delivered a return performance of 1.21% in the last 1 year, 16.94% in the last 3 years, and an 13.15 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 2,162
- 3Y Return
- 16.94%
- UTI-Multi Asset Allocation Fund Growth is an Multi Asset Allocation scheme that was launched on 21-10-2008 and is currently under the management of our experienced fund manager Sharwan Kumar Goyal. With an impressive
AUM of ₹6,865 Crores, this scheme's latest NAV is ₹77.1736 as of 6/3/2026 12:00:00 AM.
UTI-Multi Asset Allocation Fund Growth scheme has delivered a return performance of 5.81% in the last 1 year, 16.29% in the last 3 years, and an 12.35 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Multi Asset Allocation.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 6,865
- 3Y Return
- 16.29%
- UTI-Dividend Yield Fund Growth is an Dividend Yield scheme that was launched on 11-04-2005 and is currently under the management of our experienced fund manager Amit Premchandani. With an impressive
AUM of ₹3,751 Crores, this scheme's latest NAV is ₹171.0709 as of 6/3/2026 12:00:00 AM.
UTI-Dividend Yield Fund Growth scheme has delivered a return performance of -0.41% in the last 1 year, 15.96% in the last 3 years, and an 14.41 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Dividend Yield Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 3,751
- 3Y Return
- 15.96%
Other Calculators
Frequently Asked Questions
Log in to 5paisa, search for “UTI Mutual Fund”, choose your scheme, and invest via SIP or lump sum.
Use 5paisa’s filter and comparison tools to pick a UTI Mutual Fund scheme suited for your SIP plan and risk profile.
Schemes offered by UTI Mutual Funds have their own respective expense ratios that are available for you to check on the individual mutual fund of your choice in the table above.
Yes-via your 5paisa dashboard you can pause, modify or cancel SIPs in UTI Mutual Fund schemes.
You need a verified 5paisa account, completed KYC, PAN, bank account details and address proof.
It is fairly simple to increase your SIP amount in UTI Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.