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§01 · MARKETS · AMC · UTI MUTUAL FUND#8 OF 49 BY AUM

UTI Mutual Fund

UTI Asset Mgmt. Co. Ltd.

AMFI 28RTA: KFin Technologies Ltd
4,31,341 Cr
Total AUM · 32% in equity
§02 · MARKETS · AMC · UTI MUTUAL FUND · AUM SPLITTotal ₹4.31 L Cr

How the assets split across equity, debt and hybrid.

Equity
₹1.37 L Cr
31.8%
Debt
₹1.51 L Cr
35.0%
Hybrid
₹53.0k Cr
12.3%
Other
₹90.0k Cr
20.9%
Active schemes
132
21 managers
§03 · MARKETS · AMC · UTI MUTUAL FUND · THE SHAPE OF THIS HOUSE

What UTI Mutual Fund actually delivers.

UTI Mutual Fund is one of 49 SEBI-registered Indian fund houses. The house runs 132 active schemes managed by 8+ active fund managers. The book is balanced across asset classes: roughly 32% equity, 35% debt. Its largest scheme category by count is Index with 37 active schemes. Across the AMC's top-50 equity holdings, Financial Services is the single largest sector at 23.3% of equity AUM (Gini 0.622). Direct-plan returns on its top performers and the full top-12 table are below.

§04 · MARKETS · AMC · UTI MUTUAL FUND · TOP SCHEMESDirect plans · sorted 5Y CAGR

Best performers in this house.

Top 12 Direct-plan schemes from UTI Mutual Fund, sorted by 5-year CAGR. Star ratings (where present) are 3-year category quartiles — educational, not advice.
SchemeCategoryAUM3Y5YStar
UTI Small Cap Fund - Direct Plan - Growth OptionEquity₹4,872 Cr+16.79%+17.22%3
UTI Large & Mid Cap Fund - Direct Plan - Growth OptionEquity₹5,896 Cr+19.32%+16.31%5
UTI Healthcare Fund - Direct Plan - Growth OptionEquity₹1,144 Cr+26.82%+14.83%3
UTI Multi Asset Allocation Fund - Direct Plan - Growth OptionHybrid₹6,865 Cr+17.54%+14.46%4
UTI Nifty Next 50 Index Fund - Direct Plan - Growth OptionIndex₹6,561 Cr+18.76%+13.30%5
UTI Value Fund - Direct Plan - Growth OptionEquity₹9,433 Cr+15.08%+13.23%3
UTI Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth OptionIndex₹8,397 Cr+13.98%+12.09%4
UTI Banking and Financial Services Fund - Direct Plan - Growth OptionEquity₹1,350 Cr+12.84%+11.74%4
UTI India Consumer Fund - Direct Plan - Growth OptionEquity₹674 Cr+10.33%+10.95%4
UTI ELSS Tax Saver Fund - Direct Plan - Growth OptionEquity₹3,438 Cr+10.81%+10.25%2
UTI Credit Risk Fund - Direct Plan - Growth OptionDebt₹253 Cr+7.52%+10.02%4
UTI Children's Equity Fund - Direct Plan - Growth OptionSolution₹1,096 Cr+10.06%+9.64%3
§05 · MARKETS · AMC · UTI MUTUAL FUND · MANAGER BENCHTop 8 by AUM-weighted reach

Who actually runs the money.

Mr. Amit Sharma
7 schemes·₹1.23 L Cr under management
Mr. Sharwan Kumar Goyal
46 schemes·₹1.12 L Cr under management
Mr. Anurag Mittal
15 schemes·₹73.9k Cr under management
Mr. Ayush Jain
40 schemes·₹73.3k Cr under management
Mr. Jaydeep Bhowal
17 schemes·₹36.1k Cr under management
Mr. Amit Premchandani
9 schemes·₹35.5k Cr under management
Mr. Karthikraj Lakshmanan
5 schemes·₹30.6k Cr under management
Mr. Ajay Tyagi
1 schemes·₹22.2k Cr under management
Open the full manager catalog →
§06 · MARKETS · AMC · UTI MUTUAL FUND · CATEGORY BREADTHActive schemes by SEBI category

What kinds of schemes this house runs.

Index
37 schemes · ₹64.5k Cr
Debt
35 schemes · ₹1.51 L Cr
Equity
30 schemes · ₹1.37 L Cr
Hybrid
12 schemes · ₹53.0k Cr
ETF
8 schemes · ₹7.2k Cr
Solution
5 schemes · ₹15.5k Cr
FoF
5 schemes · ₹2.9k Cr
§07 · MARKETS · AMC · UTI MUTUAL FUND · CONCENTRATIONGini 0.622

How concentrated is this AMC's equity book?

UTI Mutual Fund's equity book leans into Financial Services — that single sector holds 23.3% of the AMC's top-50 equity AUM. The full concentration view spans 11 sectors.

Gini coefficient
0.622
0 = perfectly diversified, 1 = single-name
Sectors covered
11 / 11
§08 · MARKETS · AMC · UTI MUTUAL FUND · CONTACT

How to reach the AMC.

Legal entity
UTI Asset Mgmt. Co. Ltd.
AMFI member ID
28
Registrar (RTA)
KFin Technologies Ltd
Website
Factsheets
Email
Phone
Registered office
Fund Regulatory and Development Authority (Point of Presence) Regulations 2018 had surrendered its PoP registration to Pension Fund Regulatory and Development Authority (PFRDA) and PFRDA has issued No Objection Certificate on 1st July 2025, for the same. Accordingly, UTI AMC shall cease to operate a
How these AMC numbers are built

AMFI monthly disclosure, normalised across plan variants.

AUM is the sum of scheme-level assets reported in UTI Mutual Fund's AMFI monthly portfolio disclosure, rolled up to the AMC level. Equity/Debt/Hybrid breakdown follows the SEBI scheme-category framework; ETFs and FoFs (where they only invest in this AMC's own schemes) are not double-counted.

Active-scheme count excludes (a) merged-away schemes, (b) schemes that haven't reported a NAV in the last quarter. The top-schemes table is restricted to Direct-plan units — the Regular-plan distribution-fee layer isn't comparable across schemes and would distort the rankings. Manager roster is AUM-weighted reach across this AMC's active book — a manager who runs three large schemes outranks one who runs ten small ones.

Full methodology · reviewed January 2026.

Adjacent surfaces

All AMCsCompare UTI Mutual Fund against the full universe of 49 fund houses.UTI Mutual Fund schemesFilter all 132 active schemes in this house.Fund ManagersFull catalog of every active manager across the industry.AMC ConcentrationSitewide sector heatmap + Gini scoreboard.Compare schemesSide-by-side up to 8 schemes on the same yardstick.

AMC statistics sourced from AMFI monthly disclosures and AMC factsheets. Contact and legal-entity information sourced from AMC investor-relations pages and SEBI MFRT filings; verify with the AMC directly before transacting. MintByte is an AMFI-registered mutual fund distributor (ARN-314872); SEBI Registered Investment Adviser and Research Analyst registrations are in process. Not investment advice.