UTI Mutual Fund

About UTI Mutual Fund

Founded two decades ago, UTI Mutual Fund is one of the country’s largest mutual fund houses in terms of asset size. As per the reports, UTI Mutual Fund AUM is worth over ₹2.40 Lakh Crores. UTI Mutual Fund offers a total of 60+ schemes in several categories, such as equity, debt, and hybrid. 

 

Some of its popular equity schemes include the UTI Nifty 50 ETF Fund with returns of 6.15%, the UTI Liquid Cash plan with returns of 6.95%, and the UTI Flexi Cap Fund with returns of 12.14% since inception.

Incorporated	14 Nov. 2002
Mdceo	Imtaiyazur Rahman
Trustee	UTI Trustee Company Pvt Ltd
Cio	Vetri Subramaniam

How to Invest in UTI Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

• Step 1: Log in using your mobile phone number

• Step 2: Under ‘Investments’, choose ‘Mutual Funds’

• Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

• Step 4: Start your investment journey with Bajaj Markets once your account has been activated

   

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in UTI Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

• PAN Card

• Voter ID

• Driving Licence

• Passport

Top Fund Managers

A team of experienced and qualified fund managers manages the company's schemes and delivers consistent returns to investors. Here’s a snapshot!

1. Amit Premchandani

Senior Vice President and Fund Manager - Equity at the AMC, Amit Premchandani, has over 14 years of experience in the financial industry. He is a CFA and CA, and has a PGDM from IIM Indore. Before joining UTI AMC, he worked with Peerless, JP Morgan, and Deutsche Securities. 

 

He currently manages various equity schemes, including the UTI Value Opportunities Fund and UTI Dividend Yield Fund, among others, with a collective AUM worth over ₹11,000 Crores.

2. Ajay Tyagi

The Head of Equities at UTI Mutual Fund, Ajay Tyagi, has more than two decades of experience with the AMC. He is a CFA with a Master's in Finance and has received several domestic and global performance awards. 

 

He currently manages many schemes, including the flagship scheme of the AMC – UTI Flexi Cap Fund (UTI Equity Fund). His collective AUM is worth over ₹29,000 Crores.

3. Amandeep Chopra

Fixed Income Head and Group President at the AMC, Amandeep Chopra, has a career spanning over 27 years. He is an MBA and a B.Sc. in Computer Science and has won the award for Best Debt Fund House and Best Debt Fund Manager. 

 

Currently, he manages several schemes, including UTI Bond Fund, and his AUM is worth over ₹33,000 Crores.

4. Ankit Agarwal

With over 12 years of experience, Ankit Agarwal is currently a Fund Manager at the AMC. Before joining the AMC, he worked with Barclays Wealth, Centrum Broking Ltd, and Lehman Brothers. He has a PGDM from IIM Bangalore and a B. Tech. Ankit Agarwal manages several schemes offered by the AMC, including the UTI Mid Cap Fund, and his total AUM is worth over ₹9,400 Crores.

5. Ritesh Nambiar

Ritesh Nambiar is currently an SVP and a Fund Manager for several schemes offered by the AMC. He is a CFA and an FRM with a BMS and MMS in Finance. Before joining the AMC in 2008, he worked with CRISIL and TransMarket Group Research. 

 

The top schemes under his management include UTI Credit Risk Fund, and his collective AUM is worth over ₹2,600 Crores.

Email	NA
Phone	0263 2296993
Address	UTI Tower, Plot C-1, GN Block, Banrda Kurla Complex, Bandra (East)