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UTI MUTUAL FUND Best Option for Investment

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Page 1: Know More About UTI Mutual Fund

UTI MUTUAL FUND

Best Option for Investment

Page 2: Know More About UTI Mutual Fund

Mutual Fund…. A mutual fund pools the

savings of investors who shares the common financial goals.

It is managed by professionals to help investors to purchase securities.

A mutual fund's investment portfolio is continually monitored by the fund's portfolio manager.

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Page 3: Know More About UTI Mutual Fund

How Mutual Fund Works??

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Page 4: Know More About UTI Mutual Fund

UTI Mutual Fund Unit Trust of India is a

financial organization in India, which was created by the UTI Act passed by the Parliament of India on December 30, 1963

UTI mutual fund has earned the credit of being one of the first mutual fund company of independent India.

The clients of UTI mutual fund are happy to invest in this AMC.

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Page 5: Know More About UTI Mutual Fund

Vision & Mission Vision of UTI

mutual fund is to: be the most

preferred mutual fund

Mission of UTI mutual fund is to:

Best customer service provider

Socially responsible organization

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Page 6: Know More About UTI Mutual Fund

Bouquet of FundsUTI mf is providing following types of funds : Equity : The basic objective of this fund to

make investment in equity and equity related instruments of companies in order to provide capital growth.

Hybrid: The main objective of this fund is to offer benefits of both world – equity and debt.

Debt : These funds invest in fixed income securities and offer great flexibility.

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Page 7: Know More About UTI Mutual Fund

Equity Fund involves Large Cap : Large cap mutual funds

provides higher rate of return at the same time security of fund invested.

Mid Cap : Mid cap funds have the capacity to project high returns in the market.

Small Cap : The small cap mutual funds target towards investing in enterprises that have just entered the market and are gradually establishing themselves.

ELSS/Tax Saving : ELSS mutual fund is famous for the purpose of tax saving.

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Page 8: Know More About UTI Mutual Fund

Debt Fund Involves Liquid : Liquid funds are

considered as cash in hand and can be converted into cash when required.

Debt long term : Debt long term mutual funds provide secure investment options to investors.

Debt short term: Debt short term mutual funds are meant for those investors who are new to mutual funds.

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Page 9: Know More About UTI Mutual Fund

Hybrid Fund Involves Balanced : Balanced funds provide

investors capital gain with much more security.

Equity Oriented Hybrid Specialty : A debt oriented hybrid specialty fund is a scheme which invests a major portion in the money market instruments for the investors.

Debt Oriented Hybrid Specialty : Equity oriented hybrid specialty plans allows investors to invest major portion in equity and less portion in money market instruments.

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Page 10: Know More About UTI Mutual Fund

Top Performing FundsTop performing mutual funds have made

the clients to earn and carry forward their investments.

UTI Transportation and Logistics (G) UTI Mid Cap Fund (G) UTI MNC Fund (G) UTI Banking Sector (G) UTI Infrastructure Fund (G)

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Page 11: Know More About UTI Mutual Fund

Recommended FundsFollowing are the recommended funds

provided by experts on the basis of their research

UTI mid cap fund (G) UTI top 100 fund (G)

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Page 12: Know More About UTI Mutual Fund

Top Ranking FundsTop ranking funds are identified by their

CRISIL ranking UTI MNC fund (G) UTI Income Opportunities Fund (G) UTI MMMF (G) UTI Mid Cap Fund (G) UTI Equity Fund (G) UTI Equity Tax Savings Plan (G)

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Page 13: Know More About UTI Mutual Fund

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