UTI Mutual Fund – Schemes & NAV

Q: Are UTI Mutual Fund mutual fund's schemes safe to invest in?

Yes, UTI Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including UTI Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.

Q: Are UTI Mutual Fund mutual funds tax-free?

UTI Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.

Q: Which are the top performing funds of UTI Mutual Fund?

Here are some of the best-performing funds from UTI Mutual Fund AMC based on past 5-year returns: Fund Name 5-Year Return (%) UTI Large & Mid Cap Fund 16.40% UTI Innovation Fund 0% UTI BSE Housing Index Fund 0% UTI Flexi Cap Fund 5.36% UTI Mid Cap Fund 13.18%

Q: Are UTI Mutual Fund a good choice for long-term capital appreciation?

Yes, UTI Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check UTI Mutual Fund AMC fund performance.

Q: How can I check my UTI Mutual Fund mutual funds status on Rupeezy?

You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.

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UTI Mutual Fund

UTI Mutual Fund was set up by the Indian government in 1963 to encourage investors to save and invest in different asset classes through units in the trust. It is one of the oldest mutual fund companies in India. Registered with SEBI in 2003 UTI Mutual Fund holds a legacy of 60 years. UTI is an industry pioneer to have launched the first unit-linked insurance plan, UTI ULIP; India’s first offshore fund UTI Masterhshare, and a fund combining different asset classes, UTI Wealth Builder. The AMC manages an Average AUM of Rs. 3,10,601.28 Cr as of June 2024 and over 1.2 crore folios through 190 branches. It offers a wide range of asset classes across 56 primary schemes to investors.

List of All UTI Mutual Fund

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Hybrid

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Index

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3Y Return

Fund Name	Return	Risk	Cat. Avg
UTI Healthcare Fund Equity●Sector Funds	23.44%	23.44%	-
UTI-Transportation and Logistics Fund Equity●Thematic Fund	20.83%	20.83%	-
UTI Large & Mid Cap Fund Equity●Large & Mid Cap	19.24%	19.24%	-
UTI Nifty Next 50 Index Fund Equity●Index Funds	17.82%	17.82%	-
UTI Dividend Yield Fund Equity●Dividend Yield	17.46%	17.46%	-
UTI Multi Asset Allocation Fund Hybrid●Multi Asset Allocation	16.77%	16.77%	-
UTI Infrastructure Fund Equity●Sector Funds	16.42%	16.42%	-
UTI Small Cap Fund Equity●Small cap Fund	15.27%	15.27%	-
UTI Value Fund Equity●Value Fund	15.23%	15.23%	-
UTI Mid Cap Fund Equity●Mid Cap Fund	14.84%	14.84%	-
UTI Nifty200 Momentum 30 Index Fund Equity●Index Funds	14.68%	14.68%	-
UTI Aggressive Hybrid Fund Hybrid●Aggressive Hybrid Fund	13.95%	13.95%	-
UTI Banking and Financial Services Fund Equity●Sector Funds	13.03%	13.03%	-
UTI Focused Fund Equity●Focused Fund	11.83%	11.83%	-
UTI Nifty Midcap 150 Quality 50 Index Fund Equity●Index Funds	11.46%	11.46%	-
UTI India Consumer Fund Equity●Sector Funds	11.33%	11.33%	-
UTI BSE Low Volatility Index Fund Equity●Index Funds	11.12%	11.12%	-
UTI ELSS Tax Saver Fund Equity●Equity Linked Savings Scheme	10.81%	10.81%	-
UTI Nifty 50 Index Fund Equity●Index Funds	10.19%	10.19%	-
UTI MNC Fund Equity●Thematic Fund	10.05%	10.05%	-
UTI Large Cap Fund Equity●Large Cap Fund	9.57%	9.57%	-
UTI Equity Savings Fund Hybrid●Equity Savings	9.5%	9.50%	-
UTI BSE Sensex Index Fund Equity●Index Funds	8.4%	8.40%	-
UTI Conservative Hybrid Fund Hybrid●Conservative Hybrid Fund	8.1%	8.10%	-
UTI Flexi Cap Fund Equity●Flexi Cap Fund	7.6%	7.60%	-
UTI Money Market Fund Debt●Money Market	7.33%	7.33%	-
UTI Low Duration Fund Debt●Low Duration	7.22%	7.22%	-
UTI Banking & PSU Fund Debt●Banking and PSU Fund	7.11%	7.11%	-
UTI Arbitrage Fund Hybrid●Arbitrage Fund	7.08%	7.08%	-
UTI Credit Risk Fund Debt●Credit Risk Fund	7%	7.00%	-
UTI Corporate Bond Fund Debt●Corporate Bond	6.97%	6.97%	-
UTI Liquid Fund Debt●Liquid	6.93%	6.93%	-
UTI Short Duration Fund Debt●Short Duration	6.92%	6.92%	-
UTI Floater Fund Debt●Floating Rate	6.75%	6.75%	-
UTI Ultra Short Duration Fund Debt●Ultra Short Duration	6.71%	6.71%	-
UTI Dynamic Bond Fund Debt●Dynamic Bond	6.42%	6.42%	-
UTI Gilt Fund with 10 year Constant Duration Debt●Gilt	6.35%	6.35%	-
UTI Gilt Fund Debt●Gilt	6.35%	6.35%	-
UTI Medium Duration Fund Debt●Medium Duration	6.27%	6.27%	-
UTI Overnight Fund Debt●Overnight Fund	6.25%	6.25%	-
UTI Medium to Long Duration Fund Debt●Medium to Long Duration	5.92%	5.92%	-
UTI Long Duration Fund Debt●Long Duration	4.32%	4.32%	-
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Equity●Index Funds	-	-	-
UTI Nifty500 Shariah Index Fund Equity●Index Funds	-	-	-
UTI Nifty200 Quality 30 Index Fund Equity●Index Funds	-	-	-
UTI Nifty India Manufacturing Index Fund Equity●Index Funds	-	-	-
UTI BSE Housing Index Fund Equity●Index Funds	-	-	-
UTI Nifty Private Bank Index Fund Equity●Index Funds	-	-	-
UTI Nifty Alpha Low-Volatility 30 Index Fund Equity●Index Funds	-	-	-
UTI Nifty 500 Value 50 Index Fund Equity●Index Funds	-	-	-
UTI Balanced Advantage Fund Hybrid●Dynamic Asset Allocation	-	-	-
UTI Innovation Fund Equity●Thematic Fund	-	-	-
UTI Nifty Midcap 150 Index Fund Equity●Index Funds	-	-	-
UTI NIFTY50 Equal Weight Index Fund Equity●Index Funds	-	-	-
UTI Quant Fund Equity●Thematic Fund	-	-	-
UTI Multi Cap Fund Equity●Multi Cap Fund	-	-	-

Details of UTI Mutual Fund

Founding Date	November 14, 2002
Address	UTI Towers, Gn Block, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051
Email	service@uti.co.in
Telephone	+91 (22) 66786666

Documents Required to Invest

To invest in UTI Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

Proof of Identity (PAN, Aadhaar)
Proof of Address (Aadhaar)

How to Invest in UTI Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select UTI Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

UTI Mutual Fund FAQs

Q1. Are UTI Mutual Fund mutual fund's schemes safe to invest in?

Q2. Are UTI Mutual Fund mutual funds tax-free?

Q3. Which are the top performing funds of UTI Mutual Fund?

Fund Name	5-Year Return (%)
UTI Large & Mid Cap Fund	16.40%
UTI Innovation Fund	0%
UTI BSE Housing Index Fund	0%
UTI Flexi Cap Fund	5.36%
UTI Mid Cap Fund	13.18%

Q4. Are UTI Mutual Fund a good choice for long-term capital appreciation?

Q5. How can I check my UTI Mutual Fund mutual funds status on Rupeezy?

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