UTI Mutual Fund
UTI AMC is a new generation multi-asset class asset manager of India. UTI AMC has managed assets across domestic Mutual Fund, Portfolio Management Services, International Business, Retirement Solutions, and Alternate Investment assets.
Founded in 1964, UTI is one of India’s largest and oldest mutual fund houses. It was promoted by the Government of India, Life Insurance Corporation of India (LIC), General Insurance Corporation of India (GIC), and some other leading public sector banks and financial institutions. The organisation was formed under the Reserve Bank of India (RBI) and India’s Securities & Exchange Board (SEBI).
Top 10 UTI Mutual Fund Schemes –
Fund Size (in Cr)
|UTI-Healthcare Fund – Direct (IDCW)||Equity||Very High||-6.36||-||766|
|UTI-Healthcare Fund – Direct Growth||Equity||Very High||-6.36||-||766|
|UTI-Mid Cap Fund – Direct (IDCW)||Equity||Very High||10.38||4||6,723|
|UTI-Mid Cap Fund – Direct Growth||Equity||Very High||10.38||3||6,723|
|UTI-Flexi Cap Fund – Direct Growth||Equity||Very High||2.12||4||24,649|
|UTI-Flexi Cap Fund – Direct (IDCW)||Equity||Very High||2.12||4||24,649|
|UTI-Value Opportunities Fund – Direct Growth||Equity||Very High||8.51||4||6,462|
|UTI-Dividend Yield Fund – Direct Growth||Equity||Very High||10.34||-||2,917|
|UTI-Long Term Equity Fund – Direct Growth||Equity||Very High||7.93||3||2,844|
|UTI-Long Term Equity Fund – Direct (IDCW)||Equity||Very High||7.93||2||2,844|
UTI AMC is one of India’s leading domestic asset management companies with a strong investment performance record. The company offers a comprehensive product suite to cater to investors across the risk-return spectrum. The Portfolio Management Services is a leading portfolio manager, having provided customised Portfolio Management Services (PMS) to High Net Worth Individuals and Institutions for over 30 years.
Investment Strategies of UTI AMC Ltd
UTI Asset Management Company has several investment strategies across its different funds. The first strategy is an aggressive asset allocation strategy that maximises returns while minimising risk levels. It also uses an active trading strategy which allows it to take advantage of short-term price movements to maximise returns.
The second strategy that UTI Mutual fund online in India follows is a conservative asset allocation strategy that aims to preserve capital even at the expense of low returns. This strategy is best for individuals who have low-risk tolerance levels or are nearing retirement age and do not have much time left to recover from any losses they may incur.
The third strategy that UTI AMC follows is a balanced approach that aims to maximise returns while minimising risk levels. It does this by taking advantage of both long-term trends and short-term price movements to generate high returns over time. They’re committed to creating value for all stakeholders, continuous investment in enhancing people’s capabilities and acting with integrity and trust in all that they do. UTI is one of the most trusted Indian UTI mutual fund online spaces with a strong distribution network. UTI Mutual Fund is also one of the best AMC’s to work for in India.
RBI set up a UTI mutual fund to promote the habit of saving among Indian households through mutual funds. RBI also wanted to encourage healthy competition between private players & public sector organisations so that investors get better deals in terms of returns on their investments.
UTI Mutual Fund Key Information
|Mutual Fund Name||UTI Mutual Fund|
|Founded on||14th January 2003|
|Sponsor Name||State Bank of India, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank|
|Trustee Company||UTI Trustee Company Private Limited|
|Chairman and Independent Director||Mr Deepak Kumar Chatterjee|
|Managing Director and Chief Executive Officer||Mr Imtaiyazur Rahman|
|Executive Director and Chief Information Officer||Mr Vetri Subramaniam|
|Board of Directors||Mr Dinesh Kumar Mehrotra
Mr Flemming Madsen
Mr Narasimhan Seshadri
Mr Rajeev Kakar
Ms Dipali Sheth
|Registered Office||G Block BKC, GN’ Block, Bandra Kurla Complex, Bandra (E, Mumbai, Maharashtra 400051, India
|Corporate Office||UTI Tower, ‘Gn’ Block, Bandra-Kurla Complex,
Bandra (East), Mumbai 400051, Maharashtra
|Contact Information||Tel: 022-66786640, 66786367, 66786407
|Registrar and Transfer Agent||KFin Technologies Private Limited (Formerly known as Karvy Fintech Private Limited)
Selenium Tower B, Plot 31 & 32,
Financial District, Nanakramguda, Serilingampally Mandal,
Hyderabad – 500 032, Telangana.
|Statutory Auditors||Haribhakti & Co. LLP, Chartered Accountants (Registration no. 100515W)|
How to Invest in UTI Mutual Funds on 5paisa?
You can invest in any UTI Mutual fund schemes via 5paisa App & Website.
You need to have an All-in-one account with 5paisa to start your mutual fund investments. If you do not have one, open an account today! Opening All-in-one account with 5paisa is simple and hassle-free
Below are the steps to invest in UTI Mutual Fund on 5paisa –
Step 1 – Login to 5paisa. If you do not have an account, you can register and create a new one right away.
Step 2 – Once logged in to your account, you can search for the preferred UTI Mutual fund scheme. Alternatively, you can view All Mutual Funds and choose UTI AMC from the filter.
Step 3 – Select the Best fund according to your criteria.
Step 4 – If you wish to invest a lumpsum amount, click on “One-Time”. Alternatively, you can start an SIP by clicking on “Start SIP”.
Step 5 – Once you have made the payment, you will see the investment status in your orderbook.
Your UTI Mutual Fund Online Investment with 5paisa is complete and you can enjoy the returns!
Download 5paisa App and start investing in Mutual Funds easily.
UTI Mutual Fund – Top Fund Managers
Mr Amit Premchandani
Mr Amit Premchandani, Senior Vice President and Fund Manager-With a rich and diverse experience of over 15 years, the fund manager has research and strategic expertise across different sectors like telecommunication and NBFCs. He has worked with the banking and financial sector for JP Morgan, Deutsche Securities and Peerless Finance, respectively.
Mr Vetri Subramaniam
Mr Vetri Subramaniam, Chief Investment Officer, An extensive experience of over 26 years led to him establishing a strong governance team at Invesco. He launched many offshore funds in Japan, Mauritius and Luxembourg with his excellent track record and performance. He has worked with various firms like Kotak Mahindra, Motilal Oswal and SSKI.
Mr Amandeep Chopra
Mr Amandeep Chopra, Group President and Head of Income, is an elite awardee for a list of awards like Best Debt Fund Manager, Best Debt Fund House and the funds under his managerial sense. He has served with the company since 1994. He has served on various committees like the Executive Investment Committee, Valuation Committee and Management Committee of the AMC. He even consults with India’s Securities & Exchange Board (SEBI).
Mr Ajay Tyagi
Mr Ajay Tyagi, Head of Equities, joined the AMC in 2000 and served different roles and responsibilities across equity research, offshore funds, and domestic onshore funds. He was awarded a series of accolades and recognition for his performance. Being an investment advisor on the panel, he has helped funds prove their mettle time and again.