UTI Mutual Fund
- AMC AGE 23 years
- AMC AUM (In Cr) ₹ 2,56,931.31
- Number of Schemes 69
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 | |
|---|---|---|---|---|
|
588 | 42.11% | - | |
|
1,299 | 33.41% | - | |
|
775 | 26.43% | - | |
|
1,308 | 25.62% | 15.29% | |
|
3,962 | 18.73% | 20.44% | |
|
7,002 | 18.34% | 13.47% | |
|
6,218 | 17.07% | 15.63% | |
|
5,213 | 16.42% | 16.36% | |
|
6,890 | 16.41% | 14.34% | |
|
2,162 | 15.50% | 15.06% |
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
Ankit Agarwal joined UTI in August 2019. Presently he has been designated as Fund Manager; managing Mr. Ankit Agarwal has an impressive career with over 20 years of investment experience across asset management, portfolio management, equity research, and capital markets. Mr. Agarwal was engaged with UTI AMC, where he gained extensive experience in equity research across healthcare, telecom, technology and midcap sectors. He also contributed to Barclays Wealth, providing investment research and insights tailored for high-net-worth clients. Mr. Agarwal's professional journey includes global exposure through roles at Lehman Brothers (London), BNP Paribas (Hong Kong) and D. E. Shaw (Proprietary trading systems).
Tyagi has done CFA Charter holder from The CFA Institute USA and Master in Finance from Delhi University. He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Fund division.
He joined UTI AMC Ltd. as Group President & Head-Equity on January 23, 2017. In his professional career of 20 years, he has worked as Head - Equity with Kotak Mahindra Asset Management Ltd. And Chief Investment Officer with Motilal Oswal Securities Ltd. Before joining UTI AMC Ltd., he was working with Invesco Asset Management Ltd. as the Chief Investment Officer.
He began his career in June 2001, with UTI. Sachin has six years experience in research and portfolio management. In research he has specialized in Utilities, Capital Goods and Sugar sectors. In addition to his current responsibilities he also holds portfolio responsibility and is the Co - Fund Manager - UTI Energy Fund.
He began his career with UTI in June 2006 and has over 11 years of experience in Risk Management, Equity Research and Portfolio Analysis. Presently he is working as Fund Manager for Overseas Investments.
He began his career with UTI AMC Ltd in April 2018 and has over 4 years of experience in Equity Research, Equity Portfolio Analysis & Portfolio Management Services.
NA
Mr. Kamal Gada is Senior Associate Vice President. He is a CFA Charter holder from CFA Institute. He has completed CA from ICAI. He graduated in Bachelor of Commerce in 2003 from Mumbai University. He began his career with BPCL as Senior Accounts Officer in 2004. Kamal joined UTI AMC in 2008 as Research Analyst. Presently he has been designated as Fund Manager for Overseas Investments. He has over 12 years of experience in Equity Research.
He has been with UTI AMC since 2002. Prior to joining UTI he has worked with Ford, Rhodes Parks & Co., Chartered Accountants for 3 years and as Officer- Officer-Audit in Madras Cements Ltd... Presently he is working as an Offshore Fund Manager.
Prior to joining UTI Mutual Fund in 2004 she has worked with Reliance Industries Ltd.
Prior to joining UTI AMC in 2009, he has worked with Deutsche Equities India, JP Morgan and Peerless General Finance & Investment.
He joined UTI AMC in October 1989. He has overall 29 years of experience in Primary Market Investment / Dealing and Fund Management.
He began his career with UTI AMC in November 2009. He has more than 12 years of experience in UTI in various roles.
He has completed his BE from Mumbai University. He is a CFA Charter holder from The CFA Institute, USA and also holds a PGDM from MDI, Gurgaon. He joined UTI AMC in January 2011 and worked for the past 7 years as Research Analyst. He has previously worked with CARE Ratings (Credit Analysis and Research Ltd).
He has total work experience of around 17 years. Prior to joining UTI AMC in July 2022, he was working as a Senior Fund Manager, Equities with Baroda BNP Paribas Asset Management. He has worked with ICICI Bank, Goldman Sachs and ICICI Prudential AMC in the past.
She started her career in 2012 with UTIAMC. Preethi has 10+ years' experience in Equity Research and has specialized in India Financials & Automotive sectors.
Mr Sudhir Agrawal joined UTI AMC in 2009 after 8 years of experience. He has previously worked with CARE (Credit Analysis and Research Ltd.), Transparent Value LLC and Tata Asset Management Company Ltd in different roles. He is presently Fund Manager for UTI Treasury Advantage Fund, UTI Floating Rate Fund STP and UTI Short Term Income Fund.
Mr. Ravi Gupta joined UTI AMC Ltd in 2006. He has a total work experience of over 17 years in research and portfolio management. He is currently responsible for managing the equity portion of PMS mandates.
Mr. Amit Sharma is Vice President & Fund Manager - Debt. He joined UTI in 2008. He has worked in Department of Fund Accounts. He has been associated with the Dept. of Fund Management for the past 4 years.
Mr. Rajeev Kumar Gupta is Executive Vice President at UTI AMC Ltd. He joined UTI AMC in July 1989 and is presently heading the Dealing Section (Department of Funds Management) of UTI Mutual Fund since 2005 where he is responsible for execution of investment decisions, investment monitoring, corporate actions and exercising the voting rights. Rajeev is also the Fund Manager for UTI Arbitrage Fund. Prior to this assignment, Rajeev was actively involved in SUUTI's funds management, resource mobilization and product development for 4 years (2001 -2005). He headed the UTI Amritsar branch for 7 years (1995 -2001) and managed marketing of MF products' and handled branch operations. He gained branch experience at UTI Chandigarh for 4 years (1991 to 1995). He is a Post Graduate in Commerce and has done Master of Business Administration in Finance. He has over 30 years of experience in the area of Marketing, Finance & Investments.
Deepesh Agarwal is working with UTI AMC Ltd as Senior Associate Vice President (Equity) - Department of Fund Management since November 2017. In research he covers Engineering, Infrastructure, Utilities and Textile sector. Overall, he has 10.5 years of work experience with last 4.5 years at UTI preceded by 4 years stint at Ambit Capital as Equity Research Analyst and 2 years at Hexaware Technologies as Corporate Finance Executive
He joined UTI AMC Ltd. in 1992. He has been part of Dealing team since July 2007. The responsibilities handled as part of dealing function are execution of secondary market Equity and Gold ETF transaction. He has been handling Primary Market investments both for Equity and Debt Markets. Prior to dealing he had handled various responsibilities in Sales & marketing, Investor services from 1992 to 2007. He has a total work experience of 30 Years
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 - Direct 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 ₹588 Crores, this scheme's latest NAV is ₹28.5248 as of 7/22/2026 12:00:00 AM.
UTI-Silver ETF Fund of Fund - Direct Growth scheme has delivered a return performance of 92.06% in the last 1 year, 42.11% in the last 3 years, and an 37.99 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.)
- ₹ 588
- 3Y Return
- 42.11%
- UTI-Gold ETF Fund of Fund - Direct 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 ₹1,299 Crores, this scheme's latest NAV is ₹27.7365 as of 7/22/2026 12:00:00 AM.
UTI-Gold ETF Fund of Fund - Direct Growth scheme has delivered a return performance of 44.34% in the last 1 year, 33.41% in the last 3 years, and an 31.42 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.)
- ₹ 1,299
- 3Y Return
- 33.41%
- UTI-Nifty 500 Value 50 Index Fund - Direct 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 ₹775 Crores, this scheme's latest NAV is ₹22.2725 as of 7/22/2026 12:00:00 AM.
UTI-Nifty 500 Value 50 Index Fund - Direct Growth scheme has delivered a return performance of 13.35% in the last 1 year, 26.43% in the last 3 years, and an 28.41 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 775
- 3Y Return
- 26.43%
- UTI-Healthcare Fund - Direct Growth is an Sectoral / Thematic scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Kamal Gada. With an impressive
AUM of ₹1,308 Crores, this scheme's latest NAV is ₹374.3437 as of 7/22/2026 12:00:00 AM.
UTI-Healthcare Fund - Direct Growth scheme has delivered a return performance of 13.22% in the last 1 year, 25.62% in the last 3 years, and an 16.41 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,308
- 3Y Return
- 25.62%
- UTI-Transportation & Logistics Fund - Direct Growth is an Sectoral / Thematic scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Sachin Trivedi. With an impressive
AUM of ₹3,962 Crores, this scheme's latest NAV is ₹333.6301 as of 7/22/2026 12:00:00 AM.
UTI-Transportation & Logistics Fund - Direct Growth scheme has delivered a return performance of 9.39% in the last 1 year, 18.73% in the last 3 years, and an 18.66 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.)
- ₹ 3,962
- 3Y Return
- 18.73%
- UTI-Nifty Next 50 Index Fund - Direct 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 ₹7,002 Crores, this scheme's latest NAV is ₹26.813 as of 7/22/2026 12:00:00 AM.
UTI-Nifty Next 50 Index Fund - Direct Growth scheme has delivered a return performance of 6.66% in the last 1 year, 18.34% in the last 3 years, and an 13.00 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.)
- ₹ 7,002
- 3Y Return
- 18.34%
- UTI-Large & Mid Cap Fund - Direct Growth is an Large & Mid Cap scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager V Srivatsa. With an impressive
AUM of ₹6,218 Crores, this scheme's latest NAV is ₹198.6152 as of 7/22/2026 12:00:00 AM.
UTI-Large & Mid Cap Fund - Direct Growth scheme has delivered a return performance of 2.31% in the last 1 year, 17.07% in the last 3 years, and an 14.56 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.)
- ₹ 6,218
- 3Y Return
- 17.07%
- UTI-Small Cap Fund - Direct Growth is an Small Cap scheme that was launched on 02-12-2020 and is currently under the management of our experienced fund manager Nitin Jain. With an impressive
AUM of ₹5,213 Crores, this scheme's latest NAV is ₹29.5767 as of 7/22/2026 12:00:00 AM.
UTI-Small Cap Fund - Direct Growth scheme has delivered a return performance of 3.08% in the last 1 year, 16.42% in the last 3 years, and an 21.44 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Small Cap Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 5,213
- 3Y Return
- 16.42%
- UTI-Multi Asset Allocation Fund - Direct Growth is an Multi Asset Allocation scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Sharwan Kumar Goyal. With an impressive
AUM of ₹6,890 Crores, this scheme's latest NAV is ₹87.9311 as of 7/22/2026 12:00:00 AM.
UTI-Multi Asset Allocation Fund - Direct Growth scheme has delivered a return performance of 6.20% in the last 1 year, 16.41% in the last 3 years, and an 10.18 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.)
- ₹ 6,890
- 3Y Return
- 16.41%
- UTI-Infrastructure Fund - Direct Growth is an Sectoral / Thematic scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Deepesh Agarwal. With an impressive
AUM of ₹2,162 Crores, this scheme's latest NAV is ₹152.1648 as of 7/22/2026 12:00:00 AM.
UTI-Infrastructure Fund - Direct Growth scheme has delivered a return performance of 1.22% in the last 1 year, 15.50% in the last 3 years, and an 12.61 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
- 15.50%
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.