UTI Asset Management Company, the only company till 90s that brought in a chance for Indian investors to invest in the capital markets, thus bringing immense growth in industrial sector and aiming to be the most preferred mutual fund house. Today, it has 150 branches and 47000 highly trained IFAs, 320 BDAs and Chief Agents, and has been successful in reaching 1 crore investors’ accounts. It is the dedication that it puts in which has led its schemes in the list of the top performing funds (these funds are those that have been selected after conducting huge research). In the following article, you will get to read about these best funds. 

Formerly known as UTI MIS-Advantage Plan, this is for investors who seek a scheme that can help them to earn consistent income through SWP plan or in the form of dividend with moderate exposure to equity and those who are ready to invest in for three years or more. The risk involved in this scheme is moderate on the principal amount invested. As on June 30th, 2018, the assets under management were Rs. 2604.70 crores and the AAUM was Rs. 2107.42 crores. The minimum investment amount with which an investor may start investing in this scheme is Rs. 5000.

This scheme which is managed by Mr. Ajay Tyagi is for investors who aim to invest in equity in order to earn long-term appreciation on the capital invested and are ready to bear moderately high risk involvement. The assets under management as on June 30th, 2018 was Rs. 7986.23 crores and the average assets under management were Rs. 7896.15 crores. An investor may start investing in this scheme by UTI Mutual Fund with a minimum investment amount of Rs. 5000. If an investor redeems within 365 days of investment, then he becomes liable to pay 1% as exit load. 

This is the first equity fund which was launched in October 1986 which invests in leading businesses’ large cap stocks. It follows a combination of the top-down and bottom-up approach along with Growth at Reasonable Price (GARP) investment style. This fund has an excellent track record of dividend distribution every year without any interruption since its inception. The assets under management as on June 30th, 2018 was Rs. 5194.65 crores and the average assets under management were Rs. 5190.77 crores. If you are an investor who wishes to start with a nominal amount, then you may consider investing in it as the minimum investment amount is Rs. 100 only.

This scheme was earlier known as UTI CCP Advantage Fund. Launched on February 17th, 2004, it mainly invests in equity and equity related instruments across market capitalization to generate long-term capital appreciation. The net asset value as on July 27th, 2018 was Rs. 38.9005 with the assets under management being Rs. 249 crores as on June 30th, 2018. It is an open-ended scheme which involves moderately high risk. The minimum investment amount for new investors in this scheme is Rs. 5000.

Launched on July 30th, 2007, this scheme is for those investors who wish to gain long-term capital appreciation. The minimum investment amount in this scheme is Rs. 5000 for new investors and the additional initial investment for existing investors is Rs. 1000. If an investor redeems within one year of investment, then he becomes liable to pay 1% as exit load. The assets under management as on June 30th, 2018 was Rs. 278 crores.

These were the top performing funds by UTI Mutual Fund which you should add to your portfolio according to the investment requirement and don’t forget to consult a financial advisor before investing in a scheme.