UTI Asset Management Company Ltd

About UTI Asset Management Company Ltd Mutual Fund

Q: How to start UTI Asset Management Company Ltd mutual funds SIP online?

You can visit the UTI Asset Management Company Ltd website or app and log in to your account. Choose the mutual fund scheme you want and select the SIP option. Enter your details, including the SIP amount and frequency, and complete the KYC process. Confirm your SIP by verifying the payment method. Please note, that different Asset Management Companies have their respective online process for investors looking to start investing online.

Q: How to calculate UTI Asset Management Company Ltd mutual funds SIP ?

To calculate UTI Asset Management Company Ltd mutual funds SIP, follow the below steps such as: 1) Use an SIP Calculator 2) Enter the investment amount 3) Enter the tenure of SIP 4) The expected Rate of Interest 5) The SIP calculator will give you an estimate of your future investment value based on your inputs. You can find this calculator on various financial websites and apps. Keep in mind that this estimate does not account for the actual performance of the mutual fund and should not be followed as financial advice.

Q: How do I redeem my UTI Asset Management Company Ltd mutual fund units ?

There are two different ways to redeem your UTI Asset Management Company Ltd mutual fund units. To redeem the UTI Asset Management Company Ltd mutual fund units offline, visit the nearest fund house and submit a form. You can also redeem your investment online by signing in with your folio number on the official website. Alternatively, you can withdraw your investments from any online portal from where you have invested.

Q: Are UTI Asset Management Company Ltd mutual funds safe ?

UTI Asset Management Company Ltd mutual funds are managed by professional fund managers and are subject to regulatory oversight by SEBI. Irrespective of any AMC’s mutual fund, safety depends on the investment strategy and underlying assets, so it is important to review the company’s fund portfolio and risk profile before investing.

Q: What fees are associated with UTI Asset Management Company Ltd mutual funds ?

UTI Asset Management Company Ltd mutual funds fee structure includes expense ratios, entry and exit loads, and management fees.These fees are detailed in the fund’s scheme documents and impact your overall returns.Since different Asset Management Companies have their respective fee structure, as an investor, it is essential to understand them before investing.

UTI-Unit Linked Insurance Plan - Direct

Moderately High Risk . Hybrid

1Y Return

13.57%

Fund Size (in Cr)

₹5463.2092

UTI-Medium Duration Fund - Direct (G)

Moderate Risk . Debt

1Y Return

8.27%

Fund Size (in Cr)

₹40.3001

UTI-Corporate Bond Fund - Direct (G)

Moderate Risk . Debt

1Y Return

8.14%

Fund Size (in Cr)

₹4813.27

UTI-Children's Equity Fund - Direct (G)

Very High Risk . Solution Oriented

1Y Return

18.99%

Fund Size (in Cr)

₹1121.6754

UTI-Aggressive Hybrid Fund - Direct (G)

Very High Risk . Hybrid

1Y Return

23.37%

Fund Size (in Cr)

₹6107.3375

UTI-Banking and Financial Services Fund - Dir (G)

Very High Risk . Equity

1Y Return

14.07%

Fund Size (in Cr)

₹1170.3114

UTI-Nifty200 Momentum 30 Index Fund - Direct (G)

Very High Risk . Other

1Y Return

25.94%

Fund Size (in Cr)

₹8333.7685

UTI-Medium to Long Duration Fund - Direct (G)

Moderate Risk . Debt

1Y Return

8.8%

Fund Size (in Cr)

₹315.0798

UTI Asset Management Co. (P) Ltd. Key Information

Mutual Fund Name

UTI Asset Management Co. (P) Ltd.

Inception Date

2003-02-01 00:00:00.0

Trustee Organisation

UTI Trustee Company (P) Ltd.

Chief Investment Officer

Mr. A K Sridhar

MD and CEO

D S R Murthy

Investors Relations Officer

M Sebastian

Top UTI Asset Management Company Ltd Managers

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.

Prior to joining UTI he has worked with Aaina Exports Ltd. as a production co-ordinator and at Stenay Ltd. as a Quality Control Inspector. He has been with UTI AMC since 1994 and has been responsible for increasing the asset value in some of the select funds.

Prior to joining UTI AMC in 2009, he has worked with Deutsche Equities India, JP Morgan and Peerless General Finance & Investment.

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.

Ankit Agarwal joined UTI in August 2019. Presently he has been designated as Fund Manager; managing UTI Mid Cap Fund. He has more than 12 years of experience. Prior to joining UTI he was working with Lehman Brothers, Barclays Wealth and had been associated with Centrum Broking Ltd. also in the capacity of Sr. Vice President.

Prior to joining IDFC AMC, he was associated with UTI AMC (Apr 2007-Jan 2016), Sundaram AMC (Aug 2003-Mar 2007), Franklin Templeton AMC, Shriram Financial Services Ltd, Brisk Financial Services and Cross Borders Finance & Projects.

He is associated with IDFC AMC since November 2015 and is responsible for investments and fixed income fund management. Prior experience: HDFC Asset Management Company Ltd. (September 2012 - October 2015) as Senior Manager Investments, responsible for Dealing & Research. Axis Asset Management Company Limited (July 2009 - September 2012). Fund Manager - Investments, responsible for Fund Management, Dealing & Research. ICICI Prudential Life Insurance (June 2008 - June 2009) as a Manager of Investments, responsible for Dealing & Research. Bank of America (November 2006 -June 2008) as an Analyst for Corporate Debt Products and was involved in research. Mr Mittal has experience spanning of over 11 years in Mutual Fund & Banking.

Prior to joining UTI AMC(Since- Jul 2011),had worked with Prime Securities Ltd., H.G. Asia and Anand Rathi Securities as Equities Trader and With Mervanjee Securities Pvt Ltd., UTI Securities Pvt. Ltd. As AVP-Equity Sales.