Investment Objective
The scheme shall seek to generate long term capital appreciation by investing in equity and equity related instruments by following a quantitative investment theme. However, there can be no assurance or guarantee that the investment objective of the schemes would be achieved.
| Fund Overview | |
| Exit Load | 1% If Redeemed within 90 Days |
| Min. SIP Amount | ₹ 500 |
| Min. LumpSum Amount | ₹ 1000 |
| Launch Date | 2nd Jan 2025 |
| End Date | 16th Jan 2025 |
| Allotment Date | 21st Jan 2025 |
| NAV | ₹10.00 |
| Stamp Duty | 0.005% |
| Lock in | Nil |
| Scheme Benchmark | BSE 200 TRI |
| Risk | Very High |
| Scheme Category | Equity , Sectoral / Thematic |
| Fund Manager | Sharwan Kumar Goyal |
| AMC Name | UTI Asset Management Company Ltd |
| RTA | KFin Technologies Limited |
| Total AUM | ₹ 225,215.70 cr |
| Total Schemes | 59 |
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About UTI Asset Management Company Ltd.
Foundation and Structure
UTI Mutual Fund, established after the bifurcation of the Unit Trust of India in 2003, is SEBI-registered (Feb 1, 2003). It operates independently alongside SUUTI.
Institutional Partners
Major stakeholders include SBI, Bank of Baroda, Punjab National Bank, LIC (each holding 18.24%), and T Rowe Price Group Inc. (26% via a subsidiary). Fund sponsors’ liability is limited to an initial ₹10,000 contribution.
Scale and Reach
- 11 million investors, ₹225,215.70 crore AUM, and 250+ schemes.
- Nationwide presence with 200+ service centers and 50,000+ certified advisors.
- Extensive distribution network, reaching rural and semi-urban areas.
Historical Milestones
- Launched India’s first ULIP (1971) and Offshore Fund (1986).
- Pioneered UTI Mastershare (1986) and UTI Wealth Builder Fund, integrating Gold and Equity investments.
You can explore more Mutual Funds offered by UTI Mutual Fund here
Happy Investing,
Saurav Parui.