UTI Mutual Fund’s Top 5: Mid Cap Fund Leads with 23.2% CAGR Over 3 Years
UTI Mutual Funds comes under the Unit Trust of India, which is also known as an AMC. Its first entry into the investing world was in 2003. According to the latest data, the AMC now manages assets worth around Rs.1,83,242 crore. Among its 203 schemes or funds, 39 are entirely equity-based investment options.
Here are the top 5 funds of UTI Mutual Fund
| Fund Name | Fund Size(in Cr) | 3Y Returns |
|
UTI Mid Cap Fund Direct-Growth |
10,682 |
23.2%
|
| UTI Value Fund Direct-Growth | 9,125 |
21.8%
|
| UTI Liquid Direct Growth | 28,028 |
5.87%
|
| UTI Nifty 50 Index Fund Direct Growth | 16,924 |
16.46%
|
| UTI Aggressive Hybrid Fund Direct Fund Growth | 5,511 |
19.84%
|
1. UTI Mid Cap Fund Direct-Growth
One of UTI Mutual Fund’s equity mutual fund schemes is UTI Mid Cap Fund Direct-Growth. Fund manager Ankit Agarwal is now in charge of this scheme. The most recent NAV declared as of July 6, 2024, is ₹334.540 and its AUM is ₹10,682.52 Crores.
The minimum SIP amount to invest in this scheme is ₹500.
2. UTI Value Fund Direct-Growth
One of UTI Mutual Fund’s equity mutual fund schemes is UTI Value Fund Direct-Growth. Fund manager Amit Kumar Premchandani is now in charge of this scheme. Currently, the NAV declared is ₹176.220 as of 06 Jul 2024 and its AUM is ₹9,125.24 crores.
The minimum SIP amount to invest in this scheme is ₹500.
3. UTI Liquid Direct Growth
The last three years’ annualized returns from the UTI Liquid Fund have been 5.87%, while the previous five years’ returns have been 5.28%. UTI Mutual Funds’ Debt category includes the UTI Liquid Fund. As of July 6, 2024, its AUM is ₹28,028 Crores.
The minimum SIP amount to invest in this scheme is ₹500.
4. UTI Nifty 50 Index Fund Direct Growth
Over the previous three years, the UTI Nifty 50 Index Fund delivered 16.46% annualized returns and over the last five years, it has given 16.59%. The UTI Nifty 50 Index Fund falls under the Other category of UTI Mutual Funds. As of July 6, 2024, its AUM is ₹16,924 Crores.
The minimum SIP amount to invest in this scheme is ₹500.
5. UTI Aggressive Hybrid Fund Direct Fund Growth
One of UTI Mutual Fund’s hybrid mutual fund schemes is UTI Aggressive Hybrid Fund Direct Fund-Growth. The scheme launched on an Invalid date and is now managed by fund managers V Srivatsa and Sunil Madhukar Patil. With an AUM of ₹5,511.93 Crores, as of July 6, 2024, the most recent NAV declared is ₹412.710.
The minimum SIP amount to invest in this scheme is ₹500.
Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.