Exclude:   Fixed Maturity Plan (FMPs)   Plans Suspended for Sales   Direct Plans  
Fund NameExpense
Ratio %
Front-End
Load %
Back-End
Load %
CDSCMim Initial
Inv. (Rs)
Portfolio ManagerTenure (Yrs.)
Unit Linked Insurance Plan 711.640.000.00No00000001500015,000 Amandeep Singh Chopra7
Unit Linked Insurance Plan 71 Direct--0.000.00No00000001500015,000 Amandeep Singh Chopra0
UTI Annual Interval Fund Sr 1 Inst#--0.002.00No0000100000001 croreAmandeep Singh Chopra, Manish Joshi6, 5
UTI Annual Interval Fund Sr 1 Reg0.000.002.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi6, 5
UTI Annual Interval Fund Sr II Inst#--0.002.00No0000100000001 croreAmandeep Singh Chopra, Manish Joshi6, 5
UTI Annual Interval Fund Sr II Reg0.140.002.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi6, 5
UTI Annual Interval Fund Sr III Inst#--0.002.00No0000100000001 croreAmandeep Singh Chopra, Manish Joshi6, 5
UTI Annual Interval Fund Sr III Reg0.300.002.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi6, 5
UTI Annual Interval Fund Sr IV Inst#--0.002.00No0000100000001 croreAmandeep Singh Chopra, Manish Joshi6, 5
UTI Annual Interval Fund Sr IV Reg0.260.002.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi6, 5
UTI Balanced2.080.000.00Yes0000000010001,000 Amandeep Singh Chopra, V Srivatsa7, 4
UTI Balanced Direct--0.000.00Yes0000000010001,000 Amandeep Singh Chopra, V Srivatsa0, 0
UTI Banking Sector Direct--0.000.00Yes0000000050005,000 Arun Khurana0
UTI Banking Sector Reg2.320.000.00Yes0000000050005,000 Arun Khurana5
UTI Bond1.810.000.00Yes0000000010001,000 Amandeep Singh Chopra1
UTI Bond Direct--0.000.00Yes0000000010001,000 Amandeep Singh Chopra0
UTI CCP Advantage1.400.000.00Yes0000000010001,000 Kaushik Basu2
UTI CCP Advantage Direct--0.000.00Yes0000000010001,000 Kaushik Basu0
UTI CCP Balanced1.610.000.00Yes0000000010001,000 Anoop Bhaskar, Amandeep Singh Chopra4, 7
UTI CCP Balanced Direct--0.000.00Yes0000000010001,000 Anoop Bhaskar, Amandeep Singh Chopra0, 0
UTI Contra2.420.000.00Yes0000000050005,000 Kaushik Basu1
UTI Contra Direct--0.000.00Yes0000000050005,000 Kaushik Basu0
UTI Credit Opportunities--0.000.00Yes0000000050005,000 Amandeep Singh Chopra, Arpit Kapoor1, 1
UTI Credit Opportunities Direct--0.000.00Yes0000000050005,000 Amandeep Singh Chopra, Arpit Kapoor0, 0
UTI CRTS 811.400.000.00Yes00000001000010,000 Amandeep Singh Chopra, V Srivatsa7, 4
UTI CRTS 81 Direct--0.000.00Yes00000001000010,000 Amandeep Singh Chopra, V Srivatsa0, 0
UTI Dividend Yield1.830.000.00Yes0000000050005,000 Swati Kulkarni8
UTI Dividend Yield Direct--0.000.00Yes0000000050005,000 Swati Kulkarni0
UTI Dynamic Bond0.250.000.00Yes00000001000010,000 Amandeep Singh Chopra1
UTI Dynamic Bond Direct--0.000.00Yes00000001000010,000 Amandeep Singh Chopra0
UTI Energy2.330.000.00Yes0000000050005,000 Anoop Bhaskar, Kaushik Basu, Sachin Trivedi5, 2, 2
UTI Energy Direct--0.000.00Yes0000000050005,000 Anoop Bhaskar, Kaushik Basu, Sachin Trivedi0, 0, 0
UTI Equity1.900.000.00Yes0000000050005,000 Anoop Bhaskar6
UTI Equity Direct--0.000.00Yes0000000050005,000 Anoop Bhaskar0
UTI Equity Tax Savings2.270.000.00No000000000500500 Swati Kulkarni9
UTI Equity Tax Savings Direct--0.000.00No000000000500500 Swati Kulkarni0
UTI Fixed Term Income Sr XII-II (368D)0.100.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor1, 1
UTI Fixed Term Income Sr XIII-I (368D)--0.000.00No0000000050005,000 Arpit Kapoor1
UTI Fixed Term Income Sr XII-III (366D)0.300.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor1, 1
UTI Fixed Term Income Sr XIII-II (368D)--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor1, 1
UTI Fixed Term Income Sr XIII-III (549D)--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor1, 1
UTI Fixed Term Income Sr XIII-IV (546D)--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor1, 1
UTI Fixed Term Income Sr XIII-IV (546D) Direct------Yes0000000050005,000 ----
UTI Fixed Term Income Sr XII-IV (369D)0.090.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor1, 1
UTI Fixed Term Income Sr XII-IX (368D)0.000.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor1, 1
UTI Fixed Term Income Sr XII-V (367D)0.080.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor1, 1
UTI Fixed Term Income Sr XII-VI (366D)0.110.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor1, 1
UTI Fixed Term Income Sr XII-VII (366D)0.300.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor1, 1
UTI Fixed Term Income Sr XII-VIII (1098D)0.380.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor1, 1
UTI Fixed Term Income Sr XII-X (1096D)--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor1, 1
UTI Fixed Term Income Sr XI-V (1120D)0.400.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor1, 1
UTI Fixed Term Income Sr XIV-I (366D)--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor0, 0
UTI Fixed Term Income Sr XIV-I (366D) Direct--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor0, 0
UTI Fixed Term Income Sr XIV-II (366D)--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor0, 0
UTI Fixed Term Income Sr XIV-II (366D) Direct--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor0, 0
UTI Fixed Term Income Sr XIV-III (407D)--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor0, 0
UTI Fixed Term Income Sr XIV-III (407D) Direct--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor0, 0
UTI Fixed Term Income Sr XIV-IV (408D)--0.000.00No0000000050005,000 Manish Joshi, Manish Joshi, Arpit Kapoor, Arpit Kapoor0, 0, 0, 0
UTI Fixed Term Income Sr XIV-IV (408D) Direct--0.000.00No0000000050005,000 Manish Joshi, Manish Joshi, Arpit Kapoor, Arpit Kapoor0, 0, 0, 0
UTI Fixed Term Income Sr XIV-V (366D)--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor0, 0
UTI Fixed Term Income Sr XIV-V (366D) Direct--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor0, 0
UTI Fixed Term Income Sr XIV-VI (366D) Direct--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor0, 0
UTI Fixed Term Income Sr XIV-VI (366D) Reg--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor0, 0
UTI Fixed Term Income Sr XIV-VII (367D) Direct--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor0, 0
UTI Fixed Term Income Sr XIV-VII (367D) Reg--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor0, 0
UTI Fixed Term Income Sr XIV-VIII (371D) Direct--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor0, 0
UTI Fixed Term Income Sr XIV-VIII (371D) Reg--0.000.00No0000000050005,000 Manish Joshi, Arpit Kapoor0, 0
UTI Fixed Term Income Sr XV-I (368D) Direct--0.000.00No0000000050005,000 Manish Joshi0
UTI Fixed Term Income Sr XV-I (368D) Reg--0.000.00No0000000050005,000 Manish Joshi0
UTI Fixed Term Income Sr XV-II (367D) Direct--0.000.00No0000000050005,000 Manish Joshi0
UTI Fixed Term Income Sr XV-II (367D) Reg--0.000.00No0000000050005,000 Manish Joshi0
UTI Fixed Term Income Sr XV-III (366D) Direct--0.000.00No0000000050005,000 Manish Joshi0
UTI Fixed Term Income Sr XV-III (366D) Reg--0.000.00No0000000050005,000 Manish Joshi0
UTI Fixed Term Income Sr XV-IV (368D) Direct--0.000.00No0000000050005,000 Manish Joshi0
UTI Fixed Term Income Sr XV-IV (368D) Reg--0.000.00No0000000050005,000 Manish Joshi0
UTI Fixed Term Income Sr XV-V (366D) Direct--0.000.00No0000000050005,000 Manish Joshi0
UTI Fixed Term Income Sr XV-V (366D) Reg--0.000.00No0000000050005,000 Manish Joshi0
UTI Floating Rate ST Inst#--0.000.00No00000500000050 lakhSudhir Agrawal1
UTI Floating Rate ST Reg0.660.000.00No0000000050005,000 Sudhir Agrawal1
UTI Floating Rate ST Reg Direct--0.000.00No0000000050005,000 Sudhir Agrawal0
UTI FMP Yearly Sr Apr 13 Direct--0.000.00No00000001000010,000 Manish Joshi, Arpit Kapoor0, 0
UTI FMP Yearly Sr Apr 13 Reg--0.000.00No00000001000010,000 Manish Joshi, Arpit Kapoor0, 0
UTI FMP Yearly Sr Feb 13 Direct--0.000.00No00000001000010,000 Manish Joshi0
UTI FMP Yearly Sr Feb 13 Reg--0.000.00No00000001000010,000 Manish Joshi0
UTI FMP Yearly Sr Mar 13 Direct--0.000.00No00000001000010,000 Manish Joshi, Arpit Kapoor0, 0
UTI FMP Yearly Sr Mar 13 Reg--0.000.00No00000001000010,000 Manish Joshi, Arpit Kapoor0, 0
UTI FMP Yearly Sr May 12 Inst#--0.000.00No0000100000001 croreManish Joshi1
UTI FMP Yearly Sr May 12 Reg0.000.000.00No00000001000010,000 Manish Joshi1
UTI Gilt Advantage Long-term1.500.000.00No0000000050005,000 Amandeep Singh Chopra1
UTI Gilt Advantage Long-term Direct--0.000.00No0000000050005,000 Amandeep Singh Chopra0
UTI Gilt Advantage Long-term Provident#1.500.000.00Yes0000001000001 lakhAmandeep Singh Chopra1
UTI Gold ETF1.000.000.00No00000002000020,000 Lalit Nambiar2
UTI G-Sec Short-term0.750.000.00No0000000010001,000 Amandeep Singh Chopra1
UTI G-Sec Short-term Direct--0.000.00No0000000010001,000 Amandeep Singh Chopra0
UTI Half Yearly Interval Fund Sr 1 Reg0.190.001.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi6, 5
UTI Half Yearly Interval Fund Sr 1 Reg Direct------Yes00000001000010,000 Amandeep Singh Chopra, Manish Joshi0, 0
UTI Half Yearly Interval Fund Sr II Reg0.280.001.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi6, 5
UTI Half Yearly Interval Fund Sr II Reg Direct------Yes00000001000010,000 Amandeep Singh Chopra, Manish Joshi0, 0
UTI India Lifestyle2.310.000.00No0000000050005,000 Lalit Nambiar2
UTI India Lifestyle Direct--0.000.00Yes0000000050005,000 Lalit Nambiar0
UTI Infrastructure1.910.000.00Yes0000000050005,000 Sanjay Ramdas Dongre8
UTI Infrastructure Direct--0.000.00Yes0000000050005,000 Sanjay Ramdas Dongre0
UTI Leadership Equity2.210.000.00Yes0000000050005,000 Sanjay Ramdas Dongre7
UTI Leadership Equity Direct--0.000.00Yes0000000050005,000 Sanjay Ramdas Dongre0
UTI Liquid Cash Direct--0.000.00No0000001000001 lakhManish Joshi0
UTI Liquid Cash Inst--0.000.00No0000001000001 lakhManish Joshi5
UTI Liquid Cash Regular#0.140.000.00No0000001000001 lakhManish Joshi5
UTI Long Term Advantage Fund Series I2.320.000.00No000000000500500 Lalit Nambiar1
UTI Long Term Advantage Fund Series II2.350.000.00No000000000500500 Lalit Nambiar1
UTI M Interval Fund Sr 1 Inst#--0.000.50No0000100000001 croreAmandeep Singh Chopra, Manish Joshi6, 5
UTI M Interval Fund Sr 1 Ret0.000.000.50No00000001000010,000 Amandeep Singh Chopra, Manish Joshi6, 5
UTI M Interval Fund Sr 1 Ret Direct--0.000.50No00000001000010,000 Amandeep Singh Chopra, Manish Joshi0, 0
UTI M Interval Fund Sr II Inst#--0.000.50No0000100000001 croreAmandeep Singh Chopra, Manish Joshi6, 5
UTI M Interval Fund Sr II Ret0.000.000.50No00000001000010,000 Amandeep Singh Chopra, Manish Joshi6, 5
UTI M Interval Fund Sr II Ret Direct--0.000.50No00000001000010,000 Amandeep Singh Chopra, Manish Joshi0, 0
UTI Mahila Unit Scheme2.100.000.00Yes0000000010001,000 Amandeep Singh Chopra7
UTI Mahila Unit Scheme Direct--0.000.00Yes0000000010001,000 Amandeep Singh Chopra0
UTI Master Plus '912.110.000.00Yes0000000050005,000 Sanjay Ramdas Dongre13
UTI Master Plus '91 Direct--0.000.00Yes0000000050005,000 Sanjay Ramdas Dongre0
UTI Master Value2.200.000.00Yes0000000050005,000 Anoop Bhaskar6
UTI Master Value Direct--0.000.00Yes0000000050005,000 Anoop Bhaskar0
UTI Mastershare1.880.000.00Yes0000000050005,000 Swati Kulkarni7
UTI Mastershare Direct--0.000.00Yes0000000050005,000 Swati Kulkarni0
UTI MEPUS2.010.000.00No000000000500500 Sanjay Ramdas Dongre8
UTI Mid Cap2.340.000.00Yes0000000050005,000 Anoop Bhaskar6
UTI Mid Cap Direct--0.000.00Yes0000000050005,000 Anoop Bhaskar0
UTI MIS-Advantage Plan1.940.000.00Yes0000000050005,000 Amandeep Singh Chopra9
UTI MIS-Advantage Plan Direct--0.000.00Yes0000000050005,000 Amandeep Singh Chopra0
UTI MNC2.350.000.00Yes0000000050005,000 Swati Kulkarni9
UTI MNC Direct--0.000.00Yes0000000050005,000 Swati Kulkarni0
UTI Money Market Mutual Fund#0.210.000.00No00000001000010,000 Manish Joshi5
UTI Money Market Mutual Fund Direct--0.000.00No00000001000010,000 Manish Joshi0
UTI Money Market Mutual Fund Inst--0.000.00No00000001000010,000 Manish Joshi4
UTI Monthly Income Scheme1.800.000.00Yes0000000010001,000 Amandeep Singh Chopra, V Srivatsa9, 4
UTI Monthly Income Scheme Direct--0.000.00Yes0000000010001,000 Amandeep Singh Chopra, V Srivatsa0, 0
UTI Nifty Index1.500.000.00Yes0000000050005,000 Kaushik Basu2
UTI Nifty Index Direct--0.000.00Yes0000000050005,000 Kaushik Basu0
UTI Opportunities1.850.000.00Yes0000000050005,000 Anoop Bhaskar2
UTI Opportunities Direct--0.000.00Yes0000000050005,000 Anoop Bhaskar0
UTI Pharma & Healthcare2.500.000.00Yes0000000050005,000 Lalit Nambiar5
UTI Pharma & Healthcare Direct--0.000.00Yes0000000050005,000 Lalit Nambiar0
UTI Q Interval Fund Sr 1 Inst#--0.001.00No0000100000001 croreAmandeep Singh Chopra, Manish Joshi6, 5
UTI Q Interval Fund Sr 1 Reg0.100.001.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi6, 5
UTI Q Interval Fund Sr 1 Reg Direct--0.001.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi0, 0
UTI Q Interval Fund Sr III Inst#--0.001.00No0000100000001 croreAmandeep Singh Chopra, Manish Joshi6, 5
UTI Q Interval Fund Sr III Reg0.050.001.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi6, 5
UTI Q Interval Fund Sr III Reg Direct--0.001.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi0, 0
UTI Q Interval Fund Sr IV Inst#--0.001.00No0000100000001 croreAmandeep Singh Chopra, Manish Joshi5, 5
UTI Q Interval Fund Sr IV Reg0.190.001.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi5, 5
UTI Q Interval Fund Sr IV Reg Direct--0.001.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi0, 0
UTI Q Interval Fund Sr V Inst#--0.001.00No0000100000001 croreAmandeep Singh Chopra, Manish Joshi5, 5
UTI Q Interval Fund Sr V Reg0.160.001.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi5, 5
UTI Q Interval Fund Sr V Reg Direct--0.001.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi0, 0
UTI Q Interval Fund Sr VI Inst#--0.001.00No0000100000001 croreAmandeep Singh Chopra, Manish Joshi5, 5
UTI Q Interval Fund Sr VI Reg0.050.001.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi5, 5
UTI Q Interval Fund Sr VI Reg Direct--0.001.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi0, 0
UTI Q Interval Fund Sr VII Reg0.110.001.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi5, 5
UTI Q Interval Fund Sr VII Reg Direct--0.001.00No00000001000010,000 Amandeep Singh Chopra, Manish Joshi0, 0
UTI Retirement Benefit Pension1.750.000.00Yes000000000500500 Amandeep Singh Chopra, V Srivatsa7, 4
UTI Retirement Benefit Pension Direct--0.000.00Yes000000000500500 Amandeep Singh Chopra, V Srivatsa0, 0
UTI RGESS Direct--0.000.00No0000000050005,000 Kaushik Basu0
UTI RGESS Retail--0.000.00No0000000050005,000 Kaushik Basu0
UTI Services Industries2.360.000.00Yes0000000050005,000 Arun Khurana2
UTI Services Industries Direct--0.000.00Yes0000000050005,000 Arun Khurana0
UTI Short-term Income Inst--0.000.00Yes00000003000030,000 Sudhir Agrawal1
UTI Short-term Income Inst Direct--0.000.00Yes00000003000030,000 Sudhir Agrawal0
UTI Short-term Income Regular#1.040.000.00Yes00000003000030,000 Sudhir Agrawal1
UTI SPrEAD1.000.000.00Yes0000000050005,000 Kaushik Basu2
UTI SPrEAD Direct--0.000.00Yes0000000050005,000 Kaushik Basu0
UTI Top 1002.200.000.00Yes0000000050005,000 Swati Kulkarni2
UTI Top 100 Direct--0.000.00Yes0000000050005,000 Swati Kulkarni0
UTI Transportation and Logistics2.500.000.00Yes0000000050005,000 Anoop Bhaskar6
UTI Transportation and Logistics Direct--0.000.00Yes0000000050005,000 Anoop Bhaskar0
UTI Treasury Advantage#0.430.000.00No0000001000001 lakhSudhir Agrawal1
UTI Treasury Advantage Direct--0.000.00No0000001000001 lakhSudhir Agrawal0
UTI Treasury Advantage Inst1.100.000.00No0000001000001 lakhSudhir Agrawal1
UTI Wealth Builder Series II Direct--0.000.00Yes0000000050005,000 Lalit Nambiar0
UTI Wealth Builder Series II Retail2.210.000.00Yes0000000050005,000 Lalit Nambiar2
# Plans Suspended for Sales