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UTI ਮਿਉਚੁਅਲ ਫੰਡ 2022 ਦੁਆਰਾ 9 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ

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UTI ਮਿਉਚੁਅਲ ਫੰਡ 2022 ਦੁਆਰਾ 9 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਇਕੁਇਟੀ ਫੰਡ

Updated on March 29, 2025 , 61694 views

ਸਾਲਾਂ ਦੌਰਾਨ, ਇਕੁਇਟੀਮਿਉਚੁਅਲ ਫੰਡ ਨਾਲUTI ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਮਜ਼ਬੂਤ ਵਾਧਾ ਦਰਸਾਏ ਹਨਬਜ਼ਾਰ. ਇਸ ਨੇ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਕਾਫ਼ੀ ਰਿਟਰਨ ਦਿੱਤਾ ਹੈ, ਜਿਸ ਕਾਰਨ ਨਿਵੇਸ਼ਕ ਇਸ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਉਤਸੁਕ ਹਨ।

UTI

ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ ਵੱਖ-ਵੱਖ ਕੰਪਨੀਆਂ ਦੇ ਸਟਾਕ ਵਿੱਚ ਪੈਸਾ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਦੀਆਂ ਕਈ ਕਿਸਮਾਂ ਹਨਇਕੁਇਟੀ ਫੰਡ ਪਸੰਦਵੱਡੇ ਕੈਪ ਫੰਡ,ਮਿਡ ਕੈਪ ਫੰਡ,ਸਮਾਲ ਕੈਪ ਫੰਡ,ਵਿਵਿਧ ਫੰਡ, ਆਦਿ। ਇਹ ਫੰਡ ਲੰਬੇ ਸਮੇਂ ਦੀ ਦੌਲਤ ਬਣਾਉਣ ਲਈ ਇੱਕ ਵਧੀਆ ਵਿਕਲਪ ਹਨ। ਪਰ, ਕਿਸੇ ਨੂੰ ਇਹ ਨਹੀਂ ਭੁੱਲਣਾ ਚਾਹੀਦਾ ਹੈ ਕਿ ਇਕੁਇਟੀ ਫੰਡ ਇੱਕ ਉੱਚ ਜੋਖਮ ਵਾਲਾ ਨਿਵੇਸ਼ ਹੁੰਦਾ ਹੈ, ਇਸ ਲਈ ਇੱਕ ਨੂੰ ਉੱਚਾ ਰੱਖਣਾ ਚਾਹੀਦਾ ਹੈਜੋਖਮ ਦੀ ਭੁੱਖ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ।

ਯੂਟੀਆਈ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਉਂ ਕਰੋ?

ਦੇ ਕੁਝ ਮੁੱਖ ਗੁਣਨਿਵੇਸ਼ UTI ਮਿਉਚੁਅਲ ਫੰਡ ਦੀਆਂ ਇਕੁਇਟੀ ਸਕੀਮਾਂ ਵਿੱਚ ਹਨ:

a ਟੈਕਸ ਲਾਭ

ਫੰਡ ਹਾਊਸ ਟੈਕਸ ਬਚਾਉਣ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡ ਦੇ ਨਾਮ ਪੇਸ਼ ਕਰਦਾ ਹੈUTI ਲੌਂਗ ਟਰਮ ਇਕੁਇਟੀ ਫੰਡ ਜਿਸ ਰਾਹੀਂ ਲੋਕ ਆਪਣੇ ਲਈ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨਟੈਕਸ.

c. ਇਕਸਾਰ ਰਿਟਰਨ

UTI ਮਿਉਚੁਅਲ ਫੰਡ ਹਮੇਸ਼ਾ ਆਪਣੇ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਨਿਰੰਤਰ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨ ਲਈ ਸਖ਼ਤ ਕੋਸ਼ਿਸ਼ ਕਰਦਾ ਹੈ ਤਾਂ ਜੋ ਉਹ ਆਪਣੇ ਉਦੇਸ਼ਾਂ ਨੂੰ ਪ੍ਰਾਪਤ ਕਰ ਸਕਣ। ਚੰਗੀ ਰਿਟਰਨ ਪ੍ਰਾਪਤ ਕਰਨ ਲਈ, ਇਹ ਸੁਝਾਅ ਦਿੱਤਾ ਜਾਂਦਾ ਹੈ ਕਿ ਲੰਬੇ ਸਮੇਂ ਲਈ ਇਕੁਇਟੀ ਫੰਡ ਹੋਲਡ ਕਰੋ।

d. ਪਹੁੰਚ ਦੀ ਸੌਖ

ਨਿਵੇਸ਼ਕ ਕਿਸੇ ਵੀ ਸਮੇਂ ਅਤੇ ਕਿਤੇ ਵੀ ਔਨਲਾਈਨ ਆਪਣੇ ਮਿਉਚੁਅਲ ਫੰਡ ਖਾਤੇ ਦੀ ਨਿਗਰਾਨੀ ਅਤੇ ਪਹੁੰਚ ਕਰ ਸਕਦੇ ਹਨ। ਨਾਲ ਹੀ, ਫੰਡ ਹਾਉਸ ਨਾਲ ਲੈਣ-ਦੇਣ ਅਤੇ ਪਰਸਪਰ ਪ੍ਰਭਾਵ ਦੀ ਪ੍ਰਕਿਰਿਆ ਵੀ ਮੁਸ਼ਕਲ ਰਹਿਤ ਅਤੇ ਬਹੁਤ ਉਪਭੋਗਤਾ-ਅਨੁਕੂਲ ਹੈ।

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ਈ. ਲੰਮੇ ਸਮੇਂ ਦੇ ਵਿੱਤੀ ਟੀਚੇ

UTI ਇਕੁਇਟੀ ਸਕੀਮਾਂ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਉਨ੍ਹਾਂ ਦੇ ਭਵਿੱਖ ਲਈ ਯੋਜਨਾ ਬਣਾਉਣ ਵਿੱਚ ਵੀ ਮਦਦ ਕਰਦੀਆਂ ਹਨ। ਨਿਵੇਸ਼ਕ ਵੱਖ-ਵੱਖ ਲੰਬੇ ਸਮੇਂ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨਵਿੱਤੀ ਟੀਚੇ ਨਾਲਸੇਵਾਮੁਕਤੀ, ਬੱਚੇ ਦਾ ਕਰੀਅਰ, ਦੌਲਤ ਸਿਰਜਣਾ ਜਾਂ ਸਿਰਫ਼ ਇਸ ਲਈਆਮਦਨ ਪੀੜ੍ਹੀ।

ਇਸ ਸਕੀਮ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਨਿਵੇਸ਼ਕ, UTI ਮਿਉਚੁਅਲ ਫੰਡ ਦੁਆਰਾ ਚੋਟੀ ਦੇ 5 ਸਰਵੋਤਮ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚੋਂ ਚੁਣ ਸਕਦੇ ਹਨ। ਇਹ ਫੰਡ ਮਹੱਤਵਪੂਰਨ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ., ਦੁਆਰਾ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤੇ ਗਏ ਹਨ।ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਅਤੇ ਹੋਰ ਜਾਣਕਾਰੀ ਅਨੁਪਾਤ।

ਸਰਬੋਤਮ UTI ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
UTI Transportation & Logistics Fund Growth ₹230.384
↓ -0.03
₹3,043-6.8-19.9-1.521.932.118.7
UTI Core Equity Fund Growth ₹163.865
↓ -0.02
₹3,789-6.5-12.112.319.531.227.2
UTI Infrastructure Fund Growth ₹132.297
↓ -0.02
₹1,921-3.6-13.34.620.728.918.5
UTI Mid Cap Fund Growth ₹268.324
↓ -0.03
₹9,899-11.8-176.91428.723.3
UTI Healthcare Fund Growth ₹268.232
↓ -0.05
₹1,057-8.5-7.420.119.527.342.9
UTI Value Opportunities Fund Growth ₹156.228
↓ -0.02
₹8,945-4.3-11.315.116.527.123.4
UTI Dividend Yield Fund Growth ₹164.672
↓ -0.03
₹3,633-5-12.513.615.926.424.7
UTI Banking and Financial Services Fund Growth ₹175.702
↓ -0.03
₹1,1073-2.114.716.124.311.1
UTI Long Term Equity Fund Growth ₹191.049
↓ -0.03
₹3,386-5.2-137.910.722.913.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 25

1. UTI Transportation & Logistics Fund

Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector.

UTI Transportation & Logistics Fund is a Equity - Sectoral fund was launched on 11 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 19 in Sectoral category.  Return for 2024 was 18.7% , 2023 was 40.1% and 2022 was 14.7% .

Below is the key information for UTI Transportation & Logistics Fund

UTI Transportation & Logistics Fund
Growth
Launch Date 11 Apr 04
NAV (31 Mar 25) ₹230.384 ↓ -0.03   (-0.01 %)
Net Assets (Cr) ₹3,043 on 28 Feb 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2
Sharpe Ratio -0.38
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹20,148
31 Mar 22₹22,229
31 Mar 23₹24,816
31 Mar 24₹40,872

UTI Transportation & Logistics Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for UTI Transportation & Logistics Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 25

DurationReturns
1 Month 4.5%
3 Month -6.8%
6 Month -19.9%
1 Year -1.5%
3 Year 21.9%
5 Year 32.1%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.7%
2022 40.1%
2021 14.7%
2020 24.3%
2019 11%
2018 -8.7%
2017 -19.5%
2016 39.6%
2015 4.8%
2014 5.7%
Fund Manager information for UTI Transportation & Logistics Fund
NameSinceTenure
Sachin Trivedi22 Sep 168.44 Yr.

Data below for UTI Transportation & Logistics Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Consumer Cyclical79.46%
Industrials15.9%
Asset Allocation
Asset ClassValue
Cash4.47%
Equity95.36%
Debt0.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M
14%₹418 Cr1,615,675
↓ -89,022
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI
11%₹324 Cr271,513
↓ -1,283
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT
9%₹285 Cr597,808
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS
6%₹194 Cr3,129,331
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 532977
6%₹190 Cr239,786
↑ 14,548
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO
6%₹179 Cr399,357
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO
5%₹151 Cr411,002
↑ 30,598
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
5%₹148 Cr6,674,043
↑ 1,032,627
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
5%₹144 Cr1,343,630
↑ 75,777
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 532343
3%₹87 Cr390,372

2. UTI Core Equity Fund

(Erstwhile UTI Top 100 Fund)

The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised.

UTI Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.6% since its launch.  Ranked 29 in Large & Mid Cap category.  Return for 2024 was 27.2% , 2023 was 34.4% and 2022 was 4.6% .

Below is the key information for UTI Core Equity Fund

UTI Core Equity Fund
Growth
Launch Date 20 May 09
NAV (31 Mar 25) ₹163.865 ↓ -0.02   (-0.01 %)
Net Assets (Cr) ₹3,789 on 28 Feb 25
Category Equity - Large & Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.1
Information Ratio 0.93
Alpha Ratio 6.74
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹18,748
31 Mar 22₹22,808
31 Mar 23₹23,477
31 Mar 24₹34,643

UTI Core Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for UTI Core Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 25

DurationReturns
1 Month 6.2%
3 Month -6.5%
6 Month -12.1%
1 Year 12.3%
3 Year 19.5%
5 Year 31.2%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.2%
2022 34.4%
2021 4.6%
2020 40.8%
2019 12.8%
2018 1.5%
2017 -7.9%
2016 35.2%
2015 3.4%
2014 0.5%
Fund Manager information for UTI Core Equity Fund
NameSinceTenure
V Srivatsa17 May 177.79 Yr.

Data below for UTI Core Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services33.25%
Basic Materials11.45%
Consumer Cyclical11.34%
Technology8.04%
Health Care6.82%
Consumer Defensive6.43%
Communication Services6.29%
Industrials6.02%
Energy2.44%
Real Estate2.42%
Utility2.07%
Asset Allocation
Asset ClassValue
Cash3.44%
Equity96.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK
8%₹298 Cr1,717,376
↓ -24,054
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK
5%₹174 Cr1,447,555
↓ -31,035
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC
3%₹124 Cr3,130,577
Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY
3%₹107 Cr636,572
↓ -77,704
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK
3%₹101 Cr5,693,225
↑ 226,687
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
3%₹98 Cr2,481,016
↑ 221,491
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Aug 22 | ABCAPITAL
3%₹96 Cr6,116,570
↑ 711,857
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jul 22 | INDUSINDBK
2%₹93 Cr938,446
↑ 23,617
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | 534816
2%₹90 Cr2,772,183
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Jun 21 | DALBHARAT
2%₹85 Cr502,786
↓ -20,000

3. UTI Infrastructure Fund

The investment objective of the Scheme is to provide income distribution and / or medium to long term "capital appreciation" by investing predominantly in equity / equity related instruments in the companies engaged either directly or indirectly in the infrastructure growth of the Indian economy. However, there is no assurance that the investment objective of the scheme will be achieved.

UTI Infrastructure Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 13.6% since its launch.  Ranked 28 in Sectoral category.  Return for 2024 was 18.5% , 2023 was 38.2% and 2022 was 8.8% .

Below is the key information for UTI Infrastructure Fund

UTI Infrastructure Fund
Growth
Launch Date 7 Apr 04
NAV (31 Mar 25) ₹132.297 ↓ -0.02   (-0.02 %)
Net Assets (Cr) ₹1,921 on 28 Feb 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.25
Sharpe Ratio -0.47
Information Ratio -0.08
Alpha Ratio 2.84
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,719
31 Mar 22₹20,247
31 Mar 23₹22,215
31 Mar 24₹34,048

UTI Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for UTI Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 25

DurationReturns
1 Month 9.4%
3 Month -3.6%
6 Month -13.3%
1 Year 4.6%
3 Year 20.7%
5 Year 28.9%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.5%
2022 38.2%
2021 8.8%
2020 39.4%
2019 3.4%
2018 6.7%
2017 -15.6%
2016 41.4%
2015 4%
2014 -5.5%
Fund Manager information for UTI Infrastructure Fund
NameSinceTenure
Sachin Trivedi1 Sep 213.5 Yr.

Data below for UTI Infrastructure Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials36.88%
Communication Services14.52%
Energy11.23%
Utility10.64%
Basic Materials7%
Financial Services6.99%
Consumer Cyclical3.4%
Real Estate3.28%
Asset Allocation
Asset ClassValue
Cash6.06%
Equity93.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
14%₹263 Cr1,677,632
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | LT
9%₹177 Cr558,963
↓ -73,433
NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | 532555
7%₹133 Cr4,260,012
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE
5%₹105 Cr874,658
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | 532538
5%₹89 Cr87,930
↓ -13,570
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO
4%₹81 Cr179,999
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Sep 23 | 500312
3%₹65 Cr2,886,087
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | 532215
3%₹59 Cr581,655
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS
3%₹58 Cr537,905
↑ 46,192
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
2%₹45 Cr675,092

4. UTI Mid Cap Fund

Investment objective is "capital appreciation" by investing primarily in mid cap stocks.

UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.5% since its launch.  Ranked 36 in Mid Cap category.  Return for 2024 was 23.3% , 2023 was 30.5% and 2022 was -0.8% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (31 Mar 25) ₹268.324 ↓ -0.03   (-0.01 %)
Net Assets (Cr) ₹9,899 on 28 Feb 25
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.29
Information Ratio -1.68
Alpha Ratio -0.6
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹19,403
31 Mar 22₹23,794
31 Mar 23₹23,437
31 Mar 24₹32,986

UTI Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for UTI Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 25

DurationReturns
1 Month 7.3%
3 Month -11.8%
6 Month -17%
1 Year 6.9%
3 Year 14%
5 Year 28.7%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.3%
2022 30.5%
2021 -0.8%
2020 43.1%
2019 32.7%
2018 -0.2%
2017 -14.9%
2016 42%
2015 3.5%
2014 6.6%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 195.51 Yr.

Data below for UTI Mid Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Consumer Cyclical19.96%
Financial Services18.85%
Industrials13.46%
Basic Materials12.33%
Health Care11.89%
Technology10.93%
Real Estate3.4%
Communication Services2.63%
Consumer Defensive1.73%
Utility1.02%
Asset Allocation
Asset ClassValue
Cash3.56%
Equity96.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 30 Apr 21 | COFORGE
3%₹249 Cr338,729
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 20 | 503100
2%₹243 Cr1,571,611
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
2%₹228 Cr430,630
Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Nov 23 | 532331
2%₹202 Cr812,985
↑ 13,490
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
2%₹201 Cr1,370,285
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 24 | SOLARINDS
2%₹194 Cr223,217
↑ 3,500
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 21 | ALKEM
2%₹194 Cr418,116
↑ 13,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 18 | 500271
2%₹179 Cr1,795,097
Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB
2%₹175 Cr371,808
↑ 5,000
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
2%₹171 Cr3,356,918

5. UTI Healthcare Fund

(Erstwhile UTI Pharma & Healthcare Fund)

The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors.

UTI Healthcare Fund is a Equity - Sectoral fund was launched on 28 Jun 99. It is a fund with High risk and has given a CAGR/Annualized return of 14.9% since its launch.  Ranked 40 in Sectoral category.  Return for 2024 was 42.9% , 2023 was 38.2% and 2022 was -12.3% .

Below is the key information for UTI Healthcare Fund

UTI Healthcare Fund
Growth
Launch Date 28 Jun 99
NAV (31 Mar 25) ₹268.232 ↓ -0.05   (-0.02 %)
Net Assets (Cr) ₹1,057 on 28 Feb 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.38
Sharpe Ratio 0.28
Information Ratio -0.09
Alpha Ratio 1.36
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,396
31 Mar 22₹19,596
31 Mar 23₹17,899
31 Mar 24₹27,884

UTI Healthcare Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for UTI Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 25

DurationReturns
1 Month 8.1%
3 Month -8.5%
6 Month -7.4%
1 Year 20.1%
3 Year 19.5%
5 Year 27.3%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 42.9%
2022 38.2%
2021 -12.3%
2020 19.1%
2019 67.4%
2018 1.2%
2017 -7.5%
2016 6.2%
2015 -9.7%
2014 12.4%
Fund Manager information for UTI Healthcare Fund
NameSinceTenure
Kamal Gada2 May 222.83 Yr.

Data below for UTI Healthcare Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Health Care98.22%
Basic Materials1.33%
Asset Allocation
Asset ClassValue
Cash0.45%
Equity99.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA
11%₹116 Cr725,000
Cipla Ltd (Healthcare)
Equity, Since 31 Jan 03 | 500087
6%₹65 Cr464,949
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY
5%₹48 Cr432,608
↓ -37,626
Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | 532331
4%₹47 Cr188,399
↑ 1,601
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 532296
4%₹40 Cr309,311
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
4%₹37 Cr240,012
↓ -465
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 20 | PGHL
4%₹37 Cr74,000
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 28 Feb 21 | SUVENPHAR
3%₹36 Cr295,000
↑ 2,080
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 20 | 532843
3%₹34 Cr557,701
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP
3%₹34 Cr56,271

6. UTI Value Opportunities Fund

(Erstwhile UTI Opportunities Fund)

This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change.

UTI Value Opportunities Fund is a Equity - Value fund was launched on 20 Jul 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.9% since its launch.  Ranked 82 in Value category.  Return for 2024 was 23.4% , 2023 was 26.7% and 2022 was 4.3% .

Below is the key information for UTI Value Opportunities Fund

UTI Value Opportunities Fund
Growth
Launch Date 20 Jul 05
NAV (31 Mar 25) ₹156.228 ↓ -0.02   (-0.01 %)
Net Assets (Cr) ₹8,945 on 28 Feb 25
Category Equity - Value
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio 0.22
Information Ratio 0.76
Alpha Ratio 9.62
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,626
31 Mar 22₹21,012
31 Mar 23₹21,060
31 Mar 24₹28,860

UTI Value Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for UTI Value Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 25

DurationReturns
1 Month 5.8%
3 Month -4.3%
6 Month -11.3%
1 Year 15.1%
3 Year 16.5%
5 Year 27.1%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.4%
2022 26.7%
2021 4.3%
2020 30.4%
2019 19%
2018 10.4%
2017 -2.4%
2016 29.1%
2015 2.6%
2014 -5.9%
Fund Manager information for UTI Value Opportunities Fund
NameSinceTenure
Amit Premchandani1 Feb 187.08 Yr.

Data below for UTI Value Opportunities Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services33.72%
Consumer Cyclical11.83%
Technology11.65%
Basic Materials9.82%
Health Care7.88%
Communication Services6.49%
Energy5.65%
Industrials4.94%
Consumer Defensive3.37%
Utility2.6%
Real Estate1.47%
Asset Allocation
Asset ClassValue
Cash0.29%
Equity99.43%
Debt0.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
10%₹901 Cr5,200,000
↓ -200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK
6%₹530 Cr4,400,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
5%₹489 Cr2,900,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹345 Cr2,200,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
4%₹333 Cr1,750,000
↓ -50,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
3%₹312 Cr3,075,000
↑ 75,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹276 Cr2,300,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 18 | SBIN
3%₹258 Cr3,750,000
↑ 50,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 20 | 532755
3%₹249 Cr1,675,000
↓ -25,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | M&M
2%₹224 Cr865,000
↑ 40,000

7. UTI Dividend Yield Fund

(Erstwhile UTI - Dividend Yield Fund)

The investment objective of the scheme is to provide medium to long term capital gains and/ or dividend distribution by investing predominantly in equity and equity related instruments which offer high dividend yield. There can be no assurance that the investment objectives of the scheme will be realised.

UTI Dividend Yield Fund is a Equity - Dividend Yield fund was launched on 3 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Ranked 75 in Dividend Yield category.  Return for 2024 was 24.7% , 2023 was 35.4% and 2022 was -5.3% .

Below is the key information for UTI Dividend Yield Fund

UTI Dividend Yield Fund
Growth
Launch Date 3 May 05
NAV (31 Mar 25) ₹164.672 ↓ -0.03   (-0.02 %)
Net Assets (Cr) ₹3,633 on 28 Feb 25
Category Equity - Dividend Yield
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 0.05
Information Ratio 0.45
Alpha Ratio 7.3
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,488
31 Mar 22₹20,702
31 Mar 23₹19,984
31 Mar 24₹28,358

UTI Dividend Yield Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for UTI Dividend Yield Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 25

DurationReturns
1 Month 6.3%
3 Month -5%
6 Month -12.5%
1 Year 13.6%
3 Year 15.9%
5 Year 26.4%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.7%
2022 35.4%
2021 -5.3%
2020 38.8%
2019 18.9%
2018 3.3%
2017 0.5%
2016 28.5%
2015 6.1%
2014 -5.1%
Fund Manager information for UTI Dividend Yield Fund
NameSinceTenure
Amit Premchandani16 Nov 222.29 Yr.

Data below for UTI Dividend Yield Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services27.99%
Technology15.06%
Consumer Cyclical9.24%
Consumer Defensive8.96%
Health Care8.21%
Utility7.42%
Basic Materials7.06%
Energy6.11%
Industrials5.54%
Communication Services1.3%
Asset Allocation
Asset ClassValue
Cash2.54%
Equity96.9%
Debt0.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK
9%₹320 Cr1,850,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
4%₹152 Cr900,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 17 | 532755
4%₹134 Cr900,000
↓ -25,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | ICICIBANK
3%₹117 Cr975,000
↑ 75,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | KOTAKBANK
3%₹114 Cr600,000
↓ -50,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | M&M
3%₹103 Cr400,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 23 | SBIN
3%₹96 Cr1,400,000
↑ 200,000
ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 07 | ITC
3%₹95 Cr2,400,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 08 | TCS
3%₹94 Cr270,000
Cipla Ltd (Healthcare)
Equity, Since 30 Nov 23 | 500087
2%₹88 Cr625,000

8. UTI Banking and Financial Services Fund

(Erstwhile UTI Banking Sector Fund)

Investment objective is "capital appreciation" through investments in the stocks of the companies/institutions engaged in the banking and financial services activities.

UTI Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 20 in Sectoral category.  Return for 2024 was 11.1% , 2023 was 19.5% and 2022 was 15.1% .

Below is the key information for UTI Banking and Financial Services Fund

UTI Banking and Financial Services Fund
Growth
Launch Date 7 Apr 04
NAV (31 Mar 25) ₹175.702 ↓ -0.03   (-0.02 %)
Net Assets (Cr) ₹1,107 on 28 Feb 25
Category Equity - Sectoral
AMC UTI Asset Management Company Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio -0.04
Information Ratio 0.29
Alpha Ratio -7.9
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,413
31 Mar 22₹18,931
31 Mar 23₹20,398
31 Mar 24₹25,837

UTI Banking and Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for UTI Banking and Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 25

DurationReturns
1 Month 8.7%
3 Month 3%
6 Month -2.1%
1 Year 14.7%
3 Year 16.1%
5 Year 24.3%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 11.1%
2022 19.5%
2021 15.1%
2020 14.3%
2019 -5.3%
2018 11.6%
2017 -6.8%
2016 43.5%
2015 13%
2014 -11.3%
Fund Manager information for UTI Banking and Financial Services Fund
NameSinceTenure
Preethi S2 May 222.83 Yr.

Data below for UTI Banking and Financial Services Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services95.39%
Technology0.08%
Asset Allocation
Asset ClassValue
Cash4.54%
Equity95.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 04 | ICICIBANK
18%₹202 Cr1,675,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
16%₹174 Cr1,005,927
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
6%₹68 Cr670,000
Shriram Finance Ltd (Financial Services)
Equity, Since 31 Jan 24 | SHRIRAMFIN
5%₹61 Cr983,680
India Shelter Finance Corporation Ltd (Financial Services)
Equity, Since 31 Dec 23 | INDIASHLTR
5%₹52 Cr714,617
State Bank of India (Financial Services)
Equity, Since 28 Feb 18 | SBIN
5%₹52 Cr750,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
4%₹49 Cr57,257
↑ 15,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCLIFE
4%₹42 Cr697,890
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 590003
3%₹38 Cr1,876,541
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | 500271
3%₹31 Cr314,018

9. UTI Long Term Equity Fund

(Erstwhile UTI Long Term Equity Fund (Tax Saving))

The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition.

UTI Long Term Equity Fund is a Equity - ELSS fund was launched on 15 Dec 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 29 in ELSS category.  Return for 2024 was 13.9% , 2023 was 24.3% and 2022 was -3.5% .

Below is the key information for UTI Long Term Equity Fund

UTI Long Term Equity Fund
Growth
Launch Date 15 Dec 99
NAV (31 Mar 25) ₹191.049 ↓ -0.03   (-0.01 %)
Net Assets (Cr) ₹3,386 on 28 Feb 25
Category Equity - ELSS
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio -0.17
Information Ratio -0.86
Alpha Ratio 3.54
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,372
31 Mar 22₹20,659
31 Mar 23₹19,709
31 Mar 24₹25,992

UTI Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for UTI Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Mar 25

DurationReturns
1 Month 6.1%
3 Month -5.2%
6 Month -13%
1 Year 7.9%
3 Year 10.7%
5 Year 22.9%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 13.9%
2022 24.3%
2021 -3.5%
2020 33.1%
2019 20.2%
2018 10.4%
2017 -6.5%
2016 33.1%
2015 3.3%
2014 2.6%
Fund Manager information for UTI Long Term Equity Fund
NameSinceTenure
Vishal Chopda30 Aug 195.51 Yr.

Data below for UTI Long Term Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services32.26%
Consumer Cyclical13.94%
Technology10.44%
Industrials7.14%
Consumer Defensive6.89%
Communication Services6.36%
Health Care5.88%
Basic Materials5.22%
Utility3.56%
Energy3.08%
Real Estate2.52%
Asset Allocation
Asset ClassValue
Cash2.72%
Equity97.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK
9%₹307 Cr1,771,762
↓ -27,572
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 07 | ICICIBANK
9%₹289 Cr2,396,325
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
6%₹198 Cr1,171,631
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 13 | BHARTIARTL
5%₹177 Cr1,128,444
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 532215
4%₹119 Cr1,172,385
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
3%₹113 Cr132,911
↑ 16,014
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
2%₹82 Cr68,258
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Sep 19 | 540376
2%₹81 Cr238,440
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
2%₹81 Cr675,510
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | CHOLAFIN
2%₹79 Cr565,111

UTI ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?

  1. Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।

  2. ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ

  3. ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!

    ਸ਼ੁਰੂਆਤ ਕਰੋ

ਅਕਸਰ ਪੁੱਛੇ ਜਾਂਦੇ ਸਵਾਲ

1. UTI ਮਿਉਚੁਅਲ ਫੰਡ ਦੀ ਪ੍ਰਕਿਰਤੀ ਕੀ ਹੈ?

A:ਸੇਬੀ ਨੇ ਪੁਰਾਣੇ UTI ਤੋਂ UTI ਮਿਉਚੁਅਲ ਫੰਡ ਬਣਾਏਬੈਂਕ 1 ਫਰਵਰੀ 2003 ਨੂੰ। ਫੰਡ ਦਾ ਪ੍ਰਬੰਧਨ UTI ਸੰਪੱਤੀ ਪ੍ਰਬੰਧਨ ਕੰਪਨੀ ਅਤੇ ਇਸਦੇ ਪ੍ਰਮੁੱਖ ਸਪਾਂਸਰ, ਸਟੇਟ ਬੈਂਕ ਆਫ਼ ਇੰਡੀਆ (SBI), ਪੰਜਾਬ ਦੁਆਰਾ ਕੀਤਾ ਜਾਂਦਾ ਹੈ।ਨੈਸ਼ਨਲ ਬੈਂਕ (PNB), ਬੈਂਕ ਆਫ ਬੜੌਦਾ, ਅਤੇਭਾਰਤੀ ਜੀਵਨ ਬੀਮਾ ਨਿਗਮ.

2. ਕੀ UTI ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੇ ਸ਼ੇਅਰ ਕਿਸੇ ਹੋਰ ਸਮੂਹ ਕੋਲ ਹਨ?

A: ਹਾਂ, UTI ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੇ ਸ਼ੇਅਰਾਂ ਦਾ 26% ਟੀ ਰੋਵੇ ਪ੍ਰਾਈਸ ਗਰੁੱਪ INC ਕੋਲ ਹੈ। ਇਹ T Rowe Price Global Investment Services Ltd ਦੀ ਸਹਾਇਕ ਕੰਪਨੀ ਹੈ।

3. ਕੀ UTI ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਲਾਭਦਾਇਕ ਹੈ?

A: UTI ਮਿਉਚੁਅਲ ਫੰਡ ਸਭ ਤੋਂ ਪਸੰਦੀਦਾ ਵਿੱਚੋਂ ਇੱਕ ਹੈAMCs. ਇਤਿਹਾਸਕ ਤੌਰ 'ਤੇ, ਇਹ ਇੱਕ ਸਭ ਤੋਂ ਭਰੋਸੇਮੰਦ ਨਿਵੇਸ਼ ਯੋਜਨਾ ਸਾਬਤ ਹੋਈ ਹੈ।

A: UTI ਮਾਸਟਰਸ਼ੇਅਰ, ਜੋ ਕਿ 1986 ਵਿੱਚ ਪੁਰਾਣੇ UTI ਬੈਂਕ ਦੇ ਰੂਪ ਵਿੱਚ ਸ਼ੁਰੂ ਕੀਤਾ ਗਿਆ ਸੀ, ਸਭ ਤੋਂ ਲੰਬੇ ਸਮੇਂ ਤੱਕ ਚੱਲਣ ਵਾਲੀ ਅਤੇ ਸਭ ਤੋਂ ਸਫਲ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਵਿੱਚੋਂ ਇੱਕ ਹੈ।

5. ਕੀ ਮੈਂ UTI ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਰ ਸਕਦਾ/ਦੀ ਹਾਂ?

A: ਹਾਂ, ਕੰਪਨੀ ਦੀ ਵੈੱਬਸਾਈਟ 'ਤੇ ਲੌਗ-ਇਨ ਕਰੋ। ਉਸ ਤੋਂ ਬਾਅਦ, ਤੁਹਾਨੂੰ ਕੇਵਾਈਸੀ ਨਿਯਮਾਂ ਦੇ ਅਨੁਸਾਰ ਆਪਣੇ ਨਿੱਜੀ ਵੇਰਵੇ ਪ੍ਰਦਾਨ ਕਰਨ ਦੀ ਲੋੜ ਹੋਵੇਗੀ, ਜਿਵੇਂ ਕਿ ਤੁਹਾਡਾ ਪਛਾਣ ਸਬੂਤ, ਪਤੇ ਦਾ ਸਬੂਤ, ਅਤੇ ਹੋਰ ਸਮਾਨ ਵੇਰਵੇ। ਇੱਕ ਵਾਰ ਜਦੋਂ ਤੁਸੀਂ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਪੂਰਾ ਕਰ ਲੈਂਦੇ ਹੋ, ਤਾਂ ਤੁਹਾਨੂੰ ਜੋਖਮ ਪੱਧਰ ਅਤੇ ਨਿਵੇਸ਼ ਦੀ ਕਿਸਮ ਦੀ ਚੋਣ ਕਰਨੀ ਪਵੇਗੀ। ਤੁਹਾਡੇ ਵੇਰਵਿਆਂ ਦੀ ਪੁਸ਼ਟੀ ਕਰਨ ਅਤੇ ਰਜਿਸਟਰੇਸ਼ਨ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਔਨਲਾਈਨ ਪੂਰਾ ਕਰਨ ਵਿੱਚ 1-2 ਕੰਮਕਾਜੀ ਦਿਨ ਲੱਗਦੇ ਹਨ। ਇੱਕ ਵਾਰ ਜਦੋਂ ਇਹ ਪੂਰਾ ਹੋ ਜਾਂਦਾ ਹੈ, ਤੁਸੀਂ ਅੱਪਡੇਟ ਰੱਖ ਸਕਦੇ ਹੋ ਅਤੇ ਆਪਣੀਆਂ ਲੋੜਾਂ ਮੁਤਾਬਕ ਨਿਵੇਸ਼ ਬਦਲ ਸਕਦੇ ਹੋ।

6. ਇੱਕ ਢੁਕਵੇਂ UTI ਮਿਉਚੁਅਲ ਫੰਡ ਦੀ ਚੋਣ ਕਿਵੇਂ ਕਰੀਏ?

A: ਪਹਿਲੀ ਚੀਜ਼ ਜਿਸ ਦੀ ਤੁਹਾਨੂੰ ਜਾਂਚ ਕਰਨੀ ਚਾਹੀਦੀ ਹੈ ਉਹ ਹੈ NAV ਅਤੇ ਖਾਸ ਫੰਡ ਦੇ ਇਤਿਹਾਸਕ ਰਿਟਰਨ। ਉਦਾਹਰਨ ਲਈ, UTI ਟਰਾਂਸਪੋਰਟੇਸ਼ਨ ਐਂਡ ਲੌਜਿਸਟਿਕ ਫੰਡ ਦੀ NAV ਰੁਪਏ 122.133 ਹੈ ਅਤੇ ਇਸ ਨੇ 5 ਸਾਲਾਂ ਵਿੱਚ 8.9% ਦੀ ਵਾਪਸੀ ਦਿਖਾਈ ਹੈ। ਇਸਦੇ ਮੁਕਾਬਲੇ, ਯੂਟੀਆਈ ਇਕੁਇਟੀ ਫੰਡ ਦੀ ਐਨਏਵੀ ਰੁਪਏ ਹੈ। 212.768, ਪਰ 5 ਸਾਲਾਂ ਵਿੱਚ 31.5% ਦੀ ਇਤਿਹਾਸਕ ਵਾਪਸੀ ਦਿਖਾਈ ਹੈ।

ਹਾਲਾਂਕਿ UTI ਇਕੁਇਟੀ ਦੀ NAV UTI ਟ੍ਰਾਂਸਪੋਰਟੇਸ਼ਨ ਅਤੇ ਲੌਜਿਸਟਿਕਸ ਨਾਲੋਂ ਵੱਧ ਹੈ, ਸਾਬਕਾ ਦੀ ਵਾਪਸੀ ਬਾਅਦ ਵਾਲੇ ਨਾਲੋਂ ਵੱਧ ਹੈ। ਇਸ ਤਰ੍ਹਾਂ, ਤੁਸੀਂ ਕਿੰਨੀ ਰਕਮ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹੋ ਅਤੇ ROI ਦੇ ਆਧਾਰ 'ਤੇ, ਤੁਹਾਨੂੰ ਇੱਕ ਖਾਸ ਫੰਡ ਚੁਣਨਾ ਚਾਹੀਦਾ ਹੈ।

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ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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