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UTI MUTUAL FUND

UTI Mutual Fund was formed out of the Unit Trust of India as SEBI registered mutual fund from 1st Feb, 2003. Under Unit Trust of India Act 1963, UTI was classified into- Specified Undertaking of Unit Trust of India (SUUTI); and UTI Mutual Fund (UTIMF).

UTI is sponsored by the 4 largest Public Sector Financial Institutions-

  1. State Bank of India
  2. Punjab National Bank
  3. Bank Of Baroda
  4. Life Insurance Corporation of India

UTI Mutual Fund(UTI MF) serves the need of every class of investors. There are 150 UTI international offices and UTI financial centres(UFCs) in Dubai, London and Singapore. UTI Mutual Fund is managed by well-qualified fund manager. UTI MF is positioned as dynamic, transparent and responsive fund house.

Following are some of the factors contributing to UTI MF as one of the most credited mutual fund house-

  • UTI Mutual Fund is the best innovative wealth creator.

  • UTI MF has successfully created its presence across the world as the most efficient and largest wealth manager.

  • Investment holders highly trust UTI MF.

 

Features of UTI Mutual Fund

Here are some of the key features of UTI MF-

  • Under UTI MF, you can have your account access anytime as well as anywhere. You can get update of your investment status by simply going to the UTI’s website.

  • UTI Mutual Fund ensures a consistent returns on both short and long term funds.

  • UTI Retirement Benefit Pension Fund Investment helps in enjoying periodic cash flow or income for the investors.

  • Investment plans like- UTI Equity Tax Saving Plan, UTI Long Term Advantage Series-1, UTI Long Term Advantage Series-II, Master Equity Plan Unit Scheme helps in Income-tax benefits and long-term capital appreciation.

Benefits of Reliance MUTUAL FUND

  • This fund is on at low risk so there is no downfall.
  • It  provides ready liquidity.
  • Superior tax efficient returns compared to bank account FDs
  • Short term to medium term investment.
  • Easy online investment.
  • Simple use interface.

Types of UTI Mutual Fund

Following are the various types of UTI Mutual Fund-

  1. Equity Fund
  2. Growth Fund
  3. Liquid Fund
  4. Income Fund
  5. Debt Fund
  6. Exchange Traded Funds
  7. Dual advantage Fund
  8. Fixed Maturity Plan
  9. Retirement Funds
  10. Focused Equity Fund
  11. Fixed Term Income Fund.
  12. Children’s Education Fund
  13. Rajiv Gandhi Equity Savings Scheme

 

Eligibility Criteria for UTI Mutual Fund

  • Adult citizens residing in India.
  • Minor through legal guardian/parents.
  • Limited liability partnership.
  • Religious and charitable trusts.
  • Public sector undertakings (PSUs), companies,corporate bodies, and socities registered under the socities registration 1860.
  • Persons of Indian Origin (PIOs) and Non-Resident Indians (NRIs) on repatriation or non-repatriation basis

Documents Required for UTI Mutual Fund

KYC DOCUMENTS

  • Pan Card
  • AAdhar Card
  • Voter’s ID card
  • Passport Size Photo
  • Download the KYC form available on the official website of UTI Mutual Fund.
  • The investors will be issued an acknowledgement receipt in which he/she needs to submit while applying for subscribing for a mutual fund scheme.

Scheme/ Fund Details

Absolute Returns

 

UTI Equity Fund (G)

PLAN:REGULAR OPTION:GROWTH

 

Launch Date
SCHEME TYPE - OPEN-ENDED
FUND MANAGER - Ajay Tyagi
RISKOMETER - MODERATELY HIGH
FUND CLASS - Multi Cap Fund
BENCHMARK - S&P BSE 100

 

Year

Qtr 1

Qtr 2

Qtr 3

Qtr 4

Annual

2018

-1.4

6.0

-

-

-

2017

13.7

3.0

1.9

7.3

30.4

2016

-3.7

8.1

4.8

-9.7

0.7

2015

3.8

-2.4

-2.2

-1.1

0.8

2014

6.5

18.5

8.0

7.8

46.8

2013

-6.4

3.0

-1.6

10.7

7.0

UTI MNC Fund (G)

PLAN:REGULAR OPTION:GROWTH

Launch Date : Sep 05, 0998
SCHEME TYPE : OPEN-ENDED
FUND MANAGER : Swati Kulkarni
RISKOMETER : HIGH
FUND CLASS : Sectoral/Thematic
BENCHMARK : Nifty MNC

Year

Qtr 1

Qtr 2

Qtr 3

Qtr 4

Annual

2018

-5.9

2.9

-

-

-

2017

10.6

4.4

2.5

13.5

35.9

2016

-5.3

6.0

3.4

-9.0

-3.5

2015

11.8

-0.8

0.0

-0.3

12.2

2014

5.4

20.2

13.9

13.3

62.9

2013

-8.8

7.1

-1.1

12.2

10.5

UTI India Lifestyle Fund (G)

PLAN:REGULAR OPTION:GROWTH

Launch Date : May 07, 0007
SCHEME TYPE : OPEN-ENDED
FUND MANAGER : Lalit Nambiar / Vishal Chopda
RISKOMETER : HIGH
FUND CLASS : Sectoral/Thematic
BENCHMARK : Nifty 500

Year

Qtr 1

Qtr 2

Qtr 3

Qtr 4

Annual

2018

-2.7

5.3

-

-

-

2017

12.2

3.5

2.2

6.8

29.8

2016

-2.7

7.9

3.7

-6.2

3.8

2015

2.6

-2.3

-5.7

0.0

-3.4

2014

6.1

13.4

4.8

4.2

31.8

2013

-4.8

2.7

-2.8

9.3

6.0

UTI Healthcare Fund

PLAN:REGULAR OPTION:GROWTH

Launch Date : Jun 26, 1999
SCHEME TYPE : OPEN-ENDED
FUND MANAGER : Lalit Nambiar / Vishal Chopda
RISKOMETER : HIGH
FUND CLASS : Sectoral/Thematic
BENCHMARK : Nifty Pharma

Year

Qtr 1

Qtr 2

Qtr 3

Qtr 4

Annual

2018

-9.2

-1.1

-

-

-

2017

4.3

-6.5

-2.6

10.3

5.8

2016

-9.0

4.1

3.2

-10.0

-9.9

2015

17.8

-7.5

6.0

-6.4

12.5

2014

0.9

12.6

24.0

2.4

43.2

2013

-4.1

10.0

5.5

8.3

23.0