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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 Exchange Traded Fund ETFs 17-04-2023 1,375.04 0.58 55.58 55.9 147.42 206.78 284.61 - - - 72.4
UTI Silver ETF Fund of Fund - Regular Plan - Growth Option Fund of Funds-Domestic-Silver 21-04-2023 493.75 0.5 54.16 52.05 148.99 202.47 277.19 - - - 67.42
UTI Gold ETF Fund of Fund - Regular Plan - Growth Opton Fund of Funds-Domestic-Gold 28-10-2022 848.36 0.56 19.21 18.89 40.21 65.85 101.31 40.6 - - 42.04
UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth Option Index Fund 10-05-2023 560.05 1.08 3.53 5.7 7.37 15.46 27.76 - - - 34.02
UTI Banking and Financial Services Fund - Regular Plan - Growth Option Equity: Sectoral-Banking and Financial Services 01-08-2005 1,382.02 2.15 0.46 1.11 1.02 6.04 23.13 17.86 16.04 13.68 13.3
UTI Nifty Bank ETF ETFs 05-09-2020 3,981.04 0.18 0.02 0.97 2.32 6.4 22.76 14.68 15.14 - 19.42
UTI-Transportation and Logistics Fund-Growth Option Equity: Thematic-Transportation 01-08-2005 4,083.94 1.91 -4.7 -3.81 -4.78 7.26 19.74 23.6 20.11 13.5 15.65
UTI Nifty Private Bank Index Fund - Regular Plan - Growth Option Index Fund 19-09-2024 228.22 1.06 -1.06 0.03 -0.25 4.43 17.76 - - - 3.1
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Hybrid: Multi Asset Allocation 19-11-2008 6,719.75 1.7 0.75 0.79 3.62 8.89 15.88 21.22 15.38 12.04 12.86
UTI Nifty50 Equal Weight Index Fund - Regular Plan - Growth Option Index Fund 07-06-2023 122.19 0.79 -1.8 -1.25 -1.18 5.8 14.87 - - - 16.76
UTI - BSE Sensex Next 50 Exchange Traded Fund ETFs 01-03-2019 29.07 0.22 -2.27 -1.63 -1.5 3.24 14.72 23.57 19.32 - 15.67
UTI Nifty Midcap 150 Exchange Traded Fund ETFs 30-08-2023 11.15 0.27 -3.66 -3.29 -2.67 0.82 13.3 - - - 17.01
UTI Nifty Next 50 Exchange Traded Fund ETFs 05-07-2017 2,198.27 0.15 -1.67 -1.09 -1.48 2.52 12.91 20.96 16.76 - 11.75
UTI Large & Mid Cap Fund - Regular Plan - Growth Option Equity: Large and Mid Cap 01-08-2005 5,635.04 1.87 -2.31 -1.76 - 3.69 12.88 22.07 21.01 15.35 13.49
UTI Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Index Fund 28-11-2024 62.18 1.1 -3.71 -3.35 -2.85 0.41 12.33 - - - 0.13
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Index Fund 05-06-2018 6,069.51 0.8 -1.72 -1.15 -1.64 2.19 12.1 20.12 15.93 - 12.35
UTI Nifty 50 Index Fund - Regular Plan - Growth Option Index Fund 06-03-2000 26,947.15 0.33 -2.98 -2.66 -2.24 2.94 11.41 13.82 13.86 14.03 11.67
UTI-Dividend Yield Fund.-Growth Equity: Dividend Yield 03-05-2005 3,945.7 2.01 -1.13 -0.59 -0.21 3.43 10.21 20.6 18.11 15.42 14.96
UTI Value Fund - Regular Plan - Growth Option Equity: Value 20-07-2005 10,150.97 1.82 -2.98 -2.43 -2.38 1.49 10.03 18.44 16.83 15.02 14.73
UTI BSE Sensex Index Fund - Regular Plan -Growth Option Index Fund 31-01-2022 213.24 0.3 -3.37 -3.17 -2.69 2.01 9.47 12.51 - - 9.81
UTI Aggressive Hybrid Fund - Regular Plan - Growth Hybrid: Aggressive 20-03-1995 6,757.91 1.86 -1.93 -1.74 -0.16 2.28 9.01 16.49 16.36 13.12 12.78
UTI Large Cap Fund - Regular Plan - Growth Option Equity: Large Cap 18-10-1986 13,321.57 1.74 -3.19 -2.87 -2.66 1.8 8.66 13.33 12.61 12.92 12.92
UTI Equity Savings Fund - Regular Plan - Growth Option Hybrid: Equity Savings 30-08-2018 809.6 1.67 -0.4 -0.32 1.33 4.15 8.5 10.94 10.42 - 8.98
UTI Nifty 200 Quality 30 Index Fund - Regular Plan - Growth Option Index Fund 19-09-2024 658.74 1.09 -1.11 -1.16 0.35 5.51 8.47 - - - -6.63
UTI Balanced Advantage Fund - Regular Plan - Growth Option Hybrid: Dynamic Asset Allocation 10-08-2023 3,203.37 1.91 -2.08 -1.92 -1.4 2.05 8.07 - - - 10.78
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option Equity: ELSS 01-08-2005 3,761.85 1.88 -3.27 -2.91 -3.44 0.36 7.81 14.22 12.91 12.94 11.63
UTI Focused Fund - Regular Plan - Growth Option Equity: Focused 25-08-2021 2,610.46 1.96 -3.26 -3.03 -4.04 0.55 7.6 15.17 - - 10.07
UTI Infrastructure Fund-Growth Option Equity: Sectoral-Infrastructure 01-08-2005 2,170.69 2.2 -3.37 -2.69 -4.29 -1.08 7.6 19.76 19.39 14.46 11.73
UTI BSE Low Volatility Index Fund - Regular Plan - Growth Option Index Fund 03-03-2022 569.57 0.9 -2.67 -2.05 -1.73 1.31 7.39 14.86 - - 15.03
UTI CRISIL SDL Maturity June 2027 Index Fund - Regular Plan - Growth Option Index Fund 11-01-2013 72.34 0.4 0.37 0.42 1.32 2.68 7.35 7.51 - - 7.44
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 0.02 0.19 1.09 2.11 7.32 - - - 7.82
UTI Banking & PSU Fund- Regular Plan - Growth Option Debt: Banking and PSU 05-01-2014 1,014.91 0.46 0.02 0.12 0.83 2.23 7.26 7.19 7.04 6.63 7.03
UTI MMF - Regular Plan - Growth Option Debt: Money Market 01-07-2009 19,300.55 0.22 0.25 0.35 1.3 2.78 7.19 7.46 6.26 6.7 7.26
UTI Low Duration Fund - Regular Plan - Growth Option Debt: Low Duration 21-03-2003 2,667.29 0.41 0.15 0.23 1.15 2.68 7.17 7.32 7.16 6.1 7.17
UTI Retirement Fund - Regular Plan Retirement Fund 26-12-1994 4,788.52 1.67 -1.11 -0.99 -0.06 1.4 7.05 12.01 11.63 9.81 9.67
UTI Corporate Bond Fund - Regular Plan - Growth Option Debt: Corporate Bond 05-08-2018 5,420.85 0.58 -0.2 -0.1 0.46 1.79 6.92 7.3 5.86 - 7.22
UTI Credit Risk Fund - Regular Plan - Growth Option Debt: Credit Risk 10-11-2012 260.49 1.65 0.11 0.24 0.99 2.47 6.9 7.15 9.28 2.86 4.39
UTI Nifty 5 yr Benchmark G-Sec ETF ETFs 29-01-2024 25.17 0.22 0.08 0.2 0.57 1.6 6.88 - - - 7.74
UTI Mid Cap Fund-Growth Option Equity: Mid Cap 05-08-2005 11,956.07 1.75 -4.04 -3.51 -4.88 -2.37 6.87 16.91 16.86 14.72 15.3
UTI - MNC Fund - Regular Plan - Growth Option Equity: Thematic-MNC 01-08-2005 2,856.33 2.03 -3.34 -2.74 -3.69 1.26 6.82 13.47 11.96 10.86 14.47
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 0.38 0.46 1.36 2.74 6.79 - - - 7.13
UTI Quant Fund - Regular Plan - Growth Option Equity: Thematic-Quantitative 21-01-2025 1,851.04 2.0 -1.16 -1.62 -1.62 2.39 6.69 - - - 5.11
UTI Short Duration Fund - Regular Plan - Growth Option Debt: Short Duration 28-08-2007 3,181.38 0.83 -0.09 -0.02 0.56 1.84 6.68 7.18 6.86 6.16 6.62
UTI - Floater Fund - Regular Plan - Growth Option Debt: Floater 05-10-2018 1,579.93 0.87 0.09 0.16 0.94 2.24 6.61 6.83 5.57 - 6.14
UTI Childrens Equity Fund - Regular Plan - Growth Option Childrens Fund 17-02-2004 1,175.78 2.22 -3.63 -3.25 -4.44 -1.24 6.51 13.45 12.27 13.18 10.1
UTI Arbitrage Fund - Regular Plan - Growth Option Hybrid: Arbitrage 22-06-2006 10,464.65 0.79 0.45 0.56 1.56 2.94 6.44 7.11 5.91 5.81 6.78
UTI- Liquid Cash Plan - Regular Plan - Growth Option Debt: Liquid 10-12-2003 28,239.41 0.25 0.4 0.47 1.43 2.87 6.39 6.93 5.83 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 0.23 0.32 1.18 2.57 6.38 6.78 6.18 6.15 6.8
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option Index Fund 10-03-2021 8,683.06 0.91 -1.81 -2.13 -3.71 0.51 6.21 19.01 - - 16.15
UTI Conservative Hybrid Fund - Regular Plan - Growth Option Hybrid: Conservative 16-12-2003 1,703.12 1.82 -1.02 -0.87 -0.76 0.55 5.78 9.4 8.83 8.26 9.18
UTI Medium Duration Fund - Regular Plan - Growth Option Debt: Medium Duration 30-03-2015 39.24 1.46 -0.01 0.05 0.62 1.47 5.74 6.7 5.84 5.76 5.93
UTI - Overnight Fund - Regular Plan - Growth Option Debt: Overnight 09-12-2003 3,759.67 0.11 0.4 0.44 1.32 2.69 5.67 6.33 5.4 5.54 5.97
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 -0.18 -0.22 0.4 0.73 5.42 7.5 - - 7.09
UTI CRISIL SDL Maturity April 2033 Index Fund - Regular Plan - Growth Option Index Fund 21-12-2022 321.15 0.4 0.39 0.45 0.36 0.09 5.17 7.62 - - 7.47
UTI Dynamic Bond Fund - Regular Plan - Growth Option Debt: Dynamic Bond 23-06-2010 430.04 1.56 -0.12 -0.12 0.45 0.79 5.16 6.77 8.32 6.64 7.62
UTI Nifty 10 yr Benchmark G-Sec ETF ETFs 29-01-2024 23.47 0.29 -0.2 -0.34 -0.08 0.27 5.1 - - - 7.29
UTI - Unit Linked Insurance Plan Hybrid: Dynamic Asset Allocation 01-10-1971 5,212.13 1.65 -1.78 -1.72 -2.8 -1.32 4.59 9.06 7.53 7.92 9.44
UTI Medium to Long Duration Fund- Regular Plan - Growth Debt: Medium to Long Duration 17-05-1998 309.62 1.62 -0.32 -0.23 - 0.49 4.51 6.58 7.91 5.47 7.49
UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option Index Fund 11-04-2022 245.93 1.04 -3.64 -3.66 -5.13 -4.42 4.39 13.79 - - 8.61
UTI - Gilt Fund - Regular Plan - Growth Option Debt: Gilt 21-01-2002 545.23 0.92 0.05 0.04 0.62 0.46 4.15 6.77 5.18 7.37 7.99
UTI India Consumer Fund - Regular Plan - Growth Option Equity: Thematic-Consumption 30-07-2007 737.41 2.44 -6.91 -6.49 -8.36 -1.41 3.82 14.37 11.99 11.96 9.68
UTI Healthcare Fund - Regular Plan - Growth Option Equity: Sectoral-Pharma and Healthcare 05-08-2005 1,101.63 2.26 -5.06 -5.11 -7.48 -9.1 3.68 22.72 14.34 11.47 14.07
UTI Nifty Alpha Low-Volatility 30 Index Fund - Regular Plan - Growth Option Index Fund 28-11-2024 76.57 1.12 -2.63 -2.55 -2.78 0.08 3.55 - - - -5.77
UTI - Flexi Cap Fund-Growth Option Equity: Flexi Cap 05-08-2005 24,902.62 1.67 -4.5 -4.4 -7.46 -4.74 2.87 11.18 9.15 12.7 13.81
UTI Small Cap Fund - Regular Plan - Growth Option Equity: Small Cap 01-12-2020 4,736.67 1.86 -5.24 -5.19 -8.99 -7.27 1.99 16.48 19.26 - 18.74
UTI Long Duration Fund - Regular Plan - Growth Option Debt: Long Duration 18-03-2023 99.7 1.54 -0.62 -0.41 -0.84 -1.41 0.38 - - - 5.73
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 0.08 0.19 0.91 2.23 - - - - 4.59
UTI Multi Cap Fund - Regular Plan - Growth Option Equity: Multi Cap 29-04-2025 1,864.46 1.98 -3.85 -2.88 -3.68 1.32 - - - - 2.76
UTI Nifty India Manufacturing Index Fund - Regular Plan - Growth Option Index Fund 13-02-2025 26.7 1.11 -2.02 -0.95 -1.03 5.84 - - - - 19.36
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Regular Plan - Growth Option Index Fund 13-02-2025 95.7 1.09 -2.03 -2.65 -4.52 -3.74 - - - - 9.2
UTI BSE Housing Index Fund - Regular Plan - Growth Option Index Fund 07-06-2023 24.73 1.04 -5.75 -5.94 -10.44 -9.28 -1.36 - - - 11.49
UTI Innovation Fund - Regular Plan - Growth Option Equity: Thematic-Innovation 13-10-2023 829.34 2.31 -8.17 -8.32 -12.09 -7.99 -2.21 - - - 2.29
UTI Nifty IT ETF ETFs 24-01-2024 5.41 0.18 2.69 0.86 8.61 10.88 -5.26 - - - 5.02

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