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Return (%)
Scheme Name Category Launch Date AUM (Crore) Expense Ratio (%) YTD 1 Mon 3 Mon 6 Mon 1 Yr 3 Yrs 5 Yrs 10 Yrs Since Launch Action
UTI Silver ETF Fund of Fund - Regular Plan - Growth Option Fund of Funds-Domestic-Silver 21-04-2023 493.75 0.5 41.43 58.83 105.63 176.56 242.41 - - - 62.83
UTI Silver Exchange Traded Fund ETFs 17-04-2023 1,375.04 0.58 36.73 53.36 96.19 168.3 234.68 - - - 65.14
UTI Gold ETF Fund of Fund - Regular Plan - Growth Opton Fund of Funds-Domestic-Gold 28-10-2022 848.36 0.56 17.98 22.32 27.35 63.84 100.98 40.06 - - 41.88
UTI Nifty Bank ETF ETFs 05-09-2020 3,981.04 0.18 -1.32 -0.48 1.27 3.46 21.86 12.2 13.5 - 19.2
UTI Banking and Financial Services Fund - Regular Plan - Growth Option Equity: Sectoral-Banking and Financial Services 01-08-2005 1,382.02 2.15 -1.65 -0.72 -0.82 1.01 20.25 15.38 14.17 13.6 13.19
UTI-Transportation and Logistics Fund-Growth Option Equity: Thematic-Transportation 01-08-2005 4,083.94 1.91 -3.75 -3.09 -4.3 6.94 19.85 24.11 19.59 13.87 15.72
UTI Nifty Private Bank Index Fund - Regular Plan - Growth Option Index Fund 19-09-2024 228.22 1.06 -2.0 -0.98 -1.21 0.76 17.35 - - - 2.4
UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option Index Fund 10-05-2023 560.05 1.08 -0.82 2.48 4.91 7.74 16.81 - - - 32.18
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Hybrid: Multi Asset Allocation 19-11-2008 6,719.75 1.7 0.24 0.91 1.84 6.76 14.45 20.35 14.82 12.2 12.84
UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option Index Fund 07-06-2023 122.19 0.79 -2.83 -1.77 -1.95 2.73 12.35 - - - 16.42
UTI Nifty 50 Index Fund - Regular Plan - Growth Option Index Fund 06-03-2000 26,947.15 0.33 -3.68 -3.09 -2.54 0.58 10.27 12.65 12.46 14.18 11.64
UTI - BSE Sensex Next 50 Exchange Traded Fund ETFs 01-03-2019 29.07 0.22 -3.6 -3.12 -2.44 -0.61 9.63 21.62 18.2 - 15.49
UTI BSE Sensex Index Fund - Regular Plan -Growth Option Index Fund 31-01-2022 213.24 0.3 -3.88 -3.56 -2.82 -0.12 8.98 11.51 - - 9.72
UTI Large & Mid Cap Fund - Regular Plan - Growth Option Equity: Large and Mid Cap 01-08-2005 5,635.04 1.87 -3.75 -2.95 -0.28 -0.53 8.4 20.71 19.74 15.36 13.43
UTI Value Fund - Regular Plan - Growth Option Equity: Value 20-07-2005 10,150.97 1.82 -3.33 -2.48 -2.24 -0.83 7.9 17.61 15.97 15.14 14.73
UTI Equity Savings Fund - Regular Plan - Growth Option Hybrid: Equity Savings 30-08-2018 809.6 1.67 -0.92 -0.53 1.26 3.03 7.87 10.52 9.96 - 8.93
UTI Balanced Advantage Fund - Regular Plan - Growth Option Hybrid: Dynamic Asset Allocation 10-08-2023 3,203.37 1.91 -2.25 -1.96 -1.27 0.76 7.85 - - - 10.79
UTI CRISIL SDL Maturity June 2027 Index Fund - Regular Plan - Growth Option Index Fund 11-01-2013 72.34 0.4 0.28 0.41 1.38 2.6 7.44 7.48 - - 7.45
UTI NIFTY SDL Plus AAA PSU Bond Apr 2028- 75:25 Index Fund - Regular Plan - Growth Option Index Fund 03-03-2023 34.38 0.39 -0.2 0.03 0.99 1.98 7.44 - - - 7.79
UTI Large Cap Fund - Regular Plan - Growth Option Equity: Large Cap 18-10-1986 13,321.57 1.74 -3.68 -3.36 -2.9 -0.44 7.32 12.42 11.42 13.01 12.91
UTI Banking & PSU Fund- Regular Plan - Growth Option Debt: Banking and PSU 05-01-2014 1,014.91 0.46 -0.13 0.08 0.76 2.16 7.26 7.16 7.02 6.63 7.03
UTI MMF - Regular Plan - Growth Option Debt: Money Market 01-07-2009 19,300.55 0.22 0.16 0.39 1.34 2.79 7.23 7.47 6.25 6.7 7.26
UTI Low Duration Fund - Regular Plan - Growth Option Debt: Low Duration 21-03-2003 2,667.29 0.41 0.02 0.25 1.13 2.65 7.17 7.32 7.14 6.09 7.17
UTI Nifty 5 yr Benchmark G-Sec ETF ETFs 29-01-2024 25.17 0.22 -0.03 0.26 0.32 1.36 7.15 - - - 7.75
UTI Credit Risk Fund - Regular Plan - Growth Option Debt: Credit Risk 10-11-2012 260.49 1.65 -0.02 0.24 0.99 2.37 7.04 7.13 9.27 2.85 4.39
UTI Corporate Bond Fund - Regular Plan - Growth Option Debt: Corporate Bond 05-08-2018 5,420.85 0.58 -0.32 -0.06 0.38 1.67 7.04 7.27 5.84 - 7.22
UTI NIFTY SDL Plus AAA PSU Bond Apr 2026 75:25 Index Fund - Regular Plan - Growth Option Index Fund 10-02-2023 170.23 0.41 0.27 0.47 1.37 2.73 6.86 - - - 7.14
UTI Short Duration Fund - Regular Plan - Growth Option Debt: Short Duration 28-08-2007 3,181.38 0.83 -0.22 0.01 0.48 1.76 6.74 7.16 6.84 6.14 6.62
UTI - Floater Fund - Regular Plan - Growth Option Debt: Floater 05-10-2018 1,579.93 0.87 -0.03 0.18 0.91 2.2 6.63 6.82 5.55 - 6.14
UTI-Dividend Yield Fund.-Growth Equity: Dividend Yield 03-05-2005 3,945.7 2.01 -2.22 -1.33 -1.13 0.08 6.63 19.81 17.08 15.55 14.91
UTI Aggressive Hybrid Fund - Regular Plan - Growth Hybrid: Aggressive 20-03-1995 6,757.91 1.86 -2.87 -2.37 -0.3 -0.36 6.56 15.49 15.45 13.18 12.76
UTI Arbitrage Fund - Regular Plan - Growth Option Hybrid: Arbitrage 22-06-2006 10,464.65 0.79 0.38 0.64 1.58 2.98 6.49 7.12 5.9 5.81 6.79
UTI- Liquid Cash Plan - Regular Plan - Growth Option Debt: Liquid 10-12-2003 28,239.41 0.25 0.28 0.47 1.42 2.86 6.4 6.93 5.81 6.13 6.84
UTI Ultra Short Duration Fund - Regular Plan - Growth Option Debt: Ultra Short Duration 29-08-2003 3,655.33 0.99 0.13 0.35 1.2 2.56 6.4 6.78 6.17 6.15 6.8
UTI Nifty Next 50 Exchange Traded Fund ETFs 05-07-2017 2,198.27 0.15 -3.61 -2.22 -3.65 -1.97 6.33 17.62 15.53 - 11.52
UTI Nifty Midcap 150 Exchange Traded Fund ETFs 30-08-2023 11.15 0.27 -5.2 -4.65 -3.61 -3.84 6.3 - - - 16.37
UTI Focused Fund - Regular Plan - Growth Option Equity: Focused 25-08-2021 2,610.46 1.96 -3.21 -2.77 -3.61 -1.23 6.3 14.75 - - 10.13
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option Equity: ELSS 01-08-2005 3,761.85 1.88 -3.4 -2.92 -3.15 -2.01 6.11 13.41 11.98 13.11 11.64
UTI Medium Duration Fund - Regular Plan - Growth Option Debt: Medium Duration 30-03-2015 39.24 1.46 -0.03 0.2 0.6 1.43 6.05 6.67 5.86 5.76 5.94
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option Index Fund 03-03-2022 569.57 0.9 -3.27 -2.45 -2.52 -0.85 5.94 13.94 - - 14.93
UTI Gilt Fund with 10 year Constant Duration - Regular Plan - Growth Option Debt: Gilt Fund with 10 year constant duration 01-08-2022 138.7 0.7 -0.17 0.13 0.25 0.42 5.91 7.46 - - 7.13
UTI Retirement Fund - Regular Plan Retirement Fund 26-12-1994 4,788.52 1.67 -1.65 -1.26 -0.18 -0.17 5.91 11.48 11.19 9.83 9.66
UTI Nifty 10 yr Benchmark G-Sec ETF ETFs 29-01-2024 23.47 0.29 -0.04 0.13 0.01 0.03 5.8 - - - 7.46
UTI - Overnight Fund - Regular Plan - Growth Option Debt: Overnight 09-12-2003 3,759.67 0.11 0.3 0.45 1.33 2.69 5.69 6.34 5.39 5.54 5.97
UTI Conservative Hybrid Fund - Regular Plan - Growth Option Hybrid: Conservative 16-12-2003 1,703.12 1.82 -1.15 -0.82 -0.84 -0.15 5.59 9.18 8.61 8.3 9.18
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Index Fund 05-06-2018 6,069.51 0.8 -3.65 -2.28 -3.8 -2.29 5.57 16.79 14.7 - 12.08
UTI Dynamic Bond Fund - Regular Plan - Growth Option Debt: Dynamic Bond 23-06-2010 430.04 1.56 -0.19 -0.06 0.27 0.44 5.49 6.74 8.32 6.59 7.62
UTI Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Index Fund 28-11-2024 62.18 1.1 -5.24 -4.71 -3.81 -4.23 5.4 - - - -1.27
UTI CRISIL SDL Maturity April 2033 Index Fund - Regular Plan - Growth Option Index Fund 21-12-2022 321.15 0.4 0.48 0.4 0.45 0.4 5.39 7.59 - - 7.55
UTI Childrens Equity Fund - Regular Plan - Growth Option Childrens Fund 17-02-2004 1,175.78 2.22 -3.65 -3.37 -4.08 -3.0 4.93 12.68 11.38 13.39 10.11
UTI Medium to Long Duration Fund- Regular Plan - Growth Debt: Medium to Long Duration 17-05-1998 309.62 1.62 -0.47 -0.17 -0.31 0.14 4.75 6.5 7.89 5.42 7.49
UTI - Gilt Fund - Regular Plan - Growth Option Debt: Gilt 21-01-2002 545.23 0.92 -0.01 0.12 0.46 -0.04 4.66 6.73 5.19 7.3 8.0
UTI - Unit Linked Insurance Plan Hybrid: Dynamic Asset Allocation 01-10-1971 5,212.13 1.65 -1.56 -1.63 -2.74 -1.97 4.56 8.94 7.26 8.04 9.46
UTI Nifty 200 Quality 30 Index Fund - Regular Plan - Growth Option Index Fund 19-09-2024 658.74 1.09 -2.72 -2.28 -1.47 0.27 4.15 - - - -7.87
UTI India Consumer Fund - Regular Plan - Growth Option Equity: Thematic-Consumption 30-07-2007 737.41 2.44 -5.16 -4.67 -6.93 -1.03 3.72 14.8 11.6 12.36 9.8
UTI Infrastructure Fund-Growth Option Equity: Sectoral-Infrastructure 01-08-2005 2,170.69 2.2 -4.64 -3.53 -5.28 -4.87 3.58 17.44 18.52 14.57 11.67
UTI - MNC Fund - Regular Plan - Growth Option Equity: Thematic-MNC 01-08-2005 2,856.33 2.03 -3.58 -3.26 -4.02 -1.27 3.47 12.94 11.24 10.96 14.47
UTI - Flexi Cap Fund-Growth Option Equity: Flexi Cap 05-08-2005 24,902.62 1.67 -3.8 -4.17 -7.05 -5.84 2.09 10.98 8.43 12.99 13.87
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option Index Fund 10-03-2021 8,683.06 0.91 -2.61 -3.26 -5.19 -2.53 1.98 16.67 - - 16.02
UTI Nifty Alpha Low-Volatility 30 Index Fund - Regular Plan - Growth Option Index Fund 28-11-2024 76.57 1.12 -2.69 -2.58 -3.2 -1.49 1.83 - - - -5.91
UTI Mid Cap Fund-Growth Option Equity: Mid Cap 05-08-2005 11,956.07 1.75 -4.85 -4.73 -5.17 -5.99 1.43 15.9 15.78 14.91 15.26
UTI Long Duration Fund - Regular Plan - Growth Option Debt: Long Duration 18-03-2023 99.7 1.54 -0.74 -0.31 -1.81 -2.32 0.8 - - - 5.72
UTI Multi Cap Fund - Regular Plan - Growth Option Equity: Multi Cap 29-04-2025 1,864.46 1.98 -4.46 -3.7 -3.97 -1.89 - - - - 2.11
UTI Quant Fund - Regular Plan - Growth Option Equity: Thematic-Quantitative 21-01-2025 1,851.04 2.0 -3.03 -3.12 -3.64 -3.11 - - - - 3.18
UTI Income Plus Arbitrage Active Fund of Fund - Regular Plan - Growth Option Fund of Funds-Income Plus Arbitrage 04-04-2025 250.51 0.2 -0.03 0.23 0.85 2.16 - - - - 4.48
UTI Nifty India Manufacturing Index Fund - Regular Plan - Growth Option Index Fund 13-02-2025 26.7 1.11 -4.29 -3.0 -2.9 1.71 - - - - 16.59
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Regular Plan - Growth Option Index Fund 13-02-2025 95.7 1.09 -4.25 -4.84 -6.41 -9.92 - - - - 6.72
UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option Index Fund 11-04-2022 245.93 1.04 -4.8 -4.63 -6.32 -8.84 -1.09 13.04 - - 8.31
UTI Healthcare Fund - Regular Plan - Growth Option Equity: Sectoral-Pharma and Healthcare 05-08-2005 1,101.63 2.26 -5.16 -5.56 -8.43 -8.62 -3.06 22.21 13.89 11.94 14.07
UTI BSE Housing Index Fund - Regular Plan - Growth Option Index Fund 07-06-2023 24.73 1.04 -5.44 -5.41 -10.9 -12.5 -3.39 - - - 11.72
UTI Small Cap Fund - Regular Plan - Growth Option Equity: Small Cap 01-12-2020 4,736.67 1.86 -6.55 -6.38 -9.09 -11.68 -5.61 15.14 18.32 - 18.49
UTI Nifty IT ETF ETFs 24-01-2024 5.41 0.18 0.74 -1.37 8.74 4.05 -6.8 - - - 4.05
UTI Innovation Fund - Regular Plan - Growth Option Equity: Thematic-Innovation 13-10-2023 829.34 2.31 -7.37 -7.38 -9.91 -7.97 -7.79 - - - 2.71

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