UTI Mutual Funds

As of 31 Jan 2024, fund size of UTI Corporate Bond Fund is 3,124.42 Cr.

The average category Returns for Corporate Bond funds under Debt class are 4.87% per annum for the last 3 years. Category returns represent the average returns of all the funds from Corporate Bond fund category.

UTI Corporate Bond Fund has given 6.01% annualized return for the last 3 years. The funds SIP returns during the same period is 7.03%

UTI Corporate Bond Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Jan 2024, fund size of UTI Focused Equity Fund is 2,390.98 Cr.

The average category Returns for Focused funds under Equity class are 23.31% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

UTI Focused Equity Fund has given 13.89% annualized return for the last 3 years. The funds SIP returns during the same period is 18.34%

At present UTI Focused Equity Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of UTI Small Cap Fund is 3,736.5 Cr.

The average category Returns for Small cap funds under Equity class are 35.98% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

UTI Small Cap Fund has given 20.25% annualized return for the last 3 years. The funds SIP returns during the same period is 28.29%

At present UTI Small Cap Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of UTI Nifty Next 50 Index Fund is 3,145.51 Cr.

The average category Returns for Index Fund funds under Index Funds class are 22.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Index Fund fund category.

UTI Nifty Next 50 Index Fund has given 17.88% annualized return for the last 3 years. The funds SIP returns during the same period is 26.18%

At present UTI Nifty Next 50 Index Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of UTI Nifty Index Fund is 15,301.17 Cr.

The average category Returns for Index Fund funds under Index Funds class are 22.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Index Fund fund category.

UTI Nifty Index Fund has given 12.53% annualized return for the last 3 years. The funds SIP returns during the same period is 14.93%

At present UTI Nifty Index Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of UTI Equity Savings Fund is 321.25 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 10.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

UTI Equity Savings Fund has given 10.49% annualized return for the last 3 years. The funds SIP returns during the same period is 11.66%

At present UTI Equity Savings Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of UTI Arbitrage Fund is 4,471.67 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 4.63% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

UTI Arbitrage Fund has given 6.27% annualized return for the last 3 years. The funds SIP returns during the same period is 7.08%

At present UTI Arbitrage Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of UTI Corporate Bond Fund is 3,124.42 Cr.

The average category Returns for Corporate Bond funds under Debt class are 4.87% per annum for the last 3 years. Category returns represent the average returns of all the funds from Corporate Bond fund category.

UTI Corporate Bond Fund has given 6.01% annualized return for the last 3 years. The funds SIP returns during the same period is 7.03%

UTI Corporate Bond Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Jan 2024, fund size of UTI Focused Equity Fund is 2,390.98 Cr.

The average category Returns for Focused funds under Equity class are 23.31% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

UTI Focused Equity Fund has given 13.89% annualized return for the last 3 years. The funds SIP returns during the same period is 18.34%

At present UTI Focused Equity Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of UTI Small Cap Fund is 3,736.5 Cr.

The average category Returns for Small cap funds under Equity class are 35.98% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

UTI Small Cap Fund has given 20.25% annualized return for the last 3 years. The funds SIP returns during the same period is 28.29%

At present UTI Small Cap Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of UTI Nifty Next 50 Index Fund is 3,145.51 Cr.

The average category Returns for Index Fund funds under Index Funds class are 22.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Index Fund fund category.

UTI Nifty Next 50 Index Fund has given 17.88% annualized return for the last 3 years. The funds SIP returns during the same period is 26.18%

At present UTI Nifty Next 50 Index Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of UTI Nifty Index Fund is 15,301.17 Cr.

The average category Returns for Index Fund funds under Index Funds class are 22.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Index Fund fund category.

UTI Nifty Index Fund has given 12.53% annualized return for the last 3 years. The funds SIP returns during the same period is 14.93%

At present UTI Nifty Index Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of UTI Equity Savings Fund is 321.25 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 10.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

UTI Equity Savings Fund has given 10.49% annualized return for the last 3 years. The funds SIP returns during the same period is 11.66%

At present UTI Equity Savings Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of UTI Arbitrage Fund is 4,471.67 Cr.

The average category Returns for Arbitrage funds under Hybrid class are 4.63% per annum for the last 3 years. Category returns represent the average returns of all the funds from Arbitrage fund category.

UTI Arbitrage Fund has given 6.27% annualized return for the last 3 years. The funds SIP returns during the same period is 7.08%

At present UTI Arbitrage Fund has not been rated by us.

Not Rated