10 सर्वश्रेष्ठ यूटीआई एसआईपी म्यूचुअल फंड 2022

1. UTI Transportation & Logistics Fund

Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector.

UTI Transportation & Logistics Fund is a Equity - Sectoral fund was launched on 11 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 16.4% since its launch.  Ranked 19 in Sectoral category.  Return for 2024 was 18.7% , 2023 was 40.1% and 2022 was 14.7% .

Below is the key information for UTI Transportation & Logistics Fund

2. UTI Core Equity Fund

(Erstwhile UTI Top 100 Fund)

The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised.

UTI Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Ranked 29 in Large & Mid Cap category.  Return for 2024 was 27.2% , 2023 was 34.4% and 2022 was 4.6% .

Below is the key information for UTI Core Equity Fund

3. UTI Infrastructure Fund

The investment objective of the Scheme is to provide income distribution and / or medium to long term "capital appreciation" by investing predominantly in equity / equity related instruments in the companies engaged either directly or indirectly in the infrastructure growth of the Indian economy. However, there is no assurance that the investment objective of the scheme will be achieved.

UTI Infrastructure Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 13.7% since its launch.  Ranked 28 in Sectoral category.  Return for 2024 was 18.5% , 2023 was 38.2% and 2022 was 8.8% .

Below is the key information for UTI Infrastructure Fund

4. UTI Healthcare Fund

(Erstwhile UTI Pharma & Healthcare Fund)

The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors.

UTI Healthcare Fund is a Equity - Sectoral fund was launched on 28 Jun 99. It is a fund with High risk and has given a CAGR/Annualized return of 14.9% since its launch.  Ranked 40 in Sectoral category.  Return for 2024 was 42.9% , 2023 was 38.2% and 2022 was -12.3% .

Below is the key information for UTI Healthcare Fund

5. UTI Banking and Financial Services Fund

(Erstwhile UTI Banking Sector Fund)

Investment objective is "capital appreciation" through investments in the stocks of the companies/institutions engaged in the banking and financial services activities.

UTI Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a CAGR/Annualized return of 14.9% since its launch.  Ranked 20 in Sectoral category.  Return for 2024 was 11.1% , 2023 was 19.5% and 2022 was 15.1% .

Below is the key information for UTI Banking and Financial Services Fund

6. UTI Value Opportunities Fund

(Erstwhile UTI Opportunities Fund)

This scheme seeks to generate capital appreciation and/or income distribution by investing the funds of the scheme in equity shares and equity-related instruments. The main focus of this scheme is to capitalize on opportunities arising in the market by responding to the dynamically changing Indian economy by moving its investments amongst different sectors as prevailing trends change.

UTI Value Opportunities Fund is a Equity - Value fund was launched on 20 Jul 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Ranked 82 in Value category.  Return for 2024 was 23.4% , 2023 was 26.7% and 2022 was 4.3% .

Below is the key information for UTI Value Opportunities Fund

7. UTI Dividend Yield Fund

(Erstwhile UTI - Dividend Yield Fund)

The investment objective of the scheme is to provide medium to long term capital gains and/ or dividend distribution by investing predominantly in equity and equity related instruments which offer high dividend yield. There can be no assurance that the investment objectives of the scheme will be realised.

UTI Dividend Yield Fund is a Equity - Dividend Yield fund was launched on 3 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 75 in Dividend Yield category.  Return for 2024 was 24.7% , 2023 was 35.4% and 2022 was -5.3% .

Below is the key information for UTI Dividend Yield Fund

8. UTI Mid Cap Fund

Investment objective is "capital appreciation" by investing primarily in mid cap stocks.

UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.7% since its launch.  Ranked 36 in Mid Cap category.  Return for 2024 was 23.3% , 2023 was 30.5% and 2022 was -0.8% .

Below is the key information for UTI Mid Cap Fund

9. UTI India Lifestyle Fund

The investment objective of the scheme is to provide long term capital appreciation and/or income distribution from a diversified portfolio of equity and equity related instruments by primarily investing in sectors, areas, companies and themes that are expected to benefit from changing Indian demographics, Indian lifestyles and rising consumption pattern. However, there can be no assurance that the investment objective of the scheme will be achieved.

UTI India Lifestyle Fund is a Equity - Sectoral fund was launched on 30 Jul 07. It is a fund with High risk and has given a CAGR/Annualized return of 10.2% since its launch.  Ranked 64 in Sectoral category.  Return for 2024 was 20.2% , 2023 was 23% and 2022 was -2.3% .

Below is the key information for UTI India Lifestyle Fund

10. UTI Long Term Equity Fund

(Erstwhile UTI Long Term Equity Fund (Tax Saving))

The funds collected under the scheme shall be invested in equities, fully convertible debentures/ bonds and warrants of companies. Investment may also be made in issues of partly convertible debentures/bonds including those issued on rights basis subject to the condition that, as far as possible, the non-convertible portion of the debentures/bonds so acquired or subscribed shall be disinvested within a period of twelve months from their acquisition.

UTI Long Term Equity Fund is a Equity - ELSS fund was launched on 15 Dec 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch.  Ranked 29 in ELSS category.  Return for 2024 was 13.9% , 2023 was 24.3% and 2022 was -3.5% .

Below is the key information for UTI Long Term Equity Fund