UTI or Unit Trust of India is one of the oldest and largest mutual funds in India and has more than one crore investors account under it. Best UTI mutual fund or UTI MF aims towards being able to consistently deliver stable returns to the ones who invest in them irrespective of the tenure, be it a medium-term or long-term investment plan.
UTI Mutual Funds have a track record in managing various investment related schemes while keeping in mind the needs of its investors and also the requirements depending on their class.
In comparison to its competitors are, UTI MF’s has a lesser rate of risks and a better standard of fund returns. UTI provides tax-benefits, stable and consistent returns, periodical income, anytime access to investor’s account. UTI comes with equity fund, debt fund, and hybrid funds. Source
Let’s now discuss about the 5 best UTI mutual fund in India
1. UTI Transportation and Logistics Fund: This mutual fund focuses mainly on the transportation and logistics sectors and invests in their stocks as their capital appreciation. It has an annual return rate of 21.7% and has a rating of 5 stars.
It has an AUM of Rs.1422 crores. It was launched on 1st January 2013 and required a minimum investment amount of Rs. 5000. It is one of the best equity mutual funds to invest in. This fund is one of the 5 best UTI mutual funds.
2. UTI MNC Fund: This mutual fund aims towards being a pure growth fund. They mainly invest in MNC’s and also in other liquid stocks. It has an annual return rate of 2.4% and rates four stars in rating.
It has an AUM of Rs. 2100 crores. It was launched on 1st January 2013 and required a minimum investment of Rs. 5000. It is also an equity mutual fund and an excellent option to opt for.
3. UTI Equity Fund: This mutual fund mainly aims at investment in stocks of security markets in India. It provides an annual return rate of 4.2% and has a Growth rating of 3 stars.
It has an AUM of Rs. 9358 crores. It was launched in 1st January 2013 and required a minimum investment of Rs. 5000. It is an excellent choice for investing in equity mutual funds.
4. UTI Mastershare Unit Scheme: This mutual fund aims towards long term capital appreciation and has an annual return rate of 6.3%.
It has a Growth rating of 3 stars and an AUM of Rs. 6003 crores. It was launched in 1st January 2013 and required a minimum investment of Rs. 100. It is also an outstanding equity mutual fund.
5. UTI Long Term Advantage Fund-Series V: This mutual fund aims towards providing medium to great capital appreciation along with income tax benefits. It has an annual return rate of 2.4% and a Growth rating of 3 stars.
It has an AUM of Rs. 143 crores. It was launched in 29th March 2017 and required a minimum investment of Rs. 500 and is also a perfect choice for equity mutual funds in India.
Now that you have all the details go ahead and invest in UTI MF’s and secure your future with reasonable return rates and periodical incomes.
Hi, I’m a Financial Operations Specialist, having an experience of over 12+ years. I have worked with a major financial institution like Goldman Sachs, in their investment management division. During my term with Goldman, I’ve worked on derivatives, hedge funds, futures, etc. I also have experience in manufacturing industries in Credit Risk Analysis and Approval to the clients for prospective businesses with the parent company. I’ve got a financial degree from Vinoba Bhave University.
