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UTI Asset Management Company Stock Fundamental Analysis - Financial Results & Equity Research | Invest Yadnya Stock-o-Meter

UTI Asset Management Company

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About

UTI AMC is the first to introduce Mutual Funds in India. The company manages assets across various business segments – mutual funds, alternate investment funds, retirement business and portfolio management services. The company’s key subsidiaries are UTI International, UTI Retirement Solutions and UTI Capital. UTI AMC is one of the asset management companies that manages EPFO corpus.

Highlights

Performing rate for the company

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Relaince Group

Sector: Refineries

Market Price

2,529.50

Market Cap(₹Cr.)

2,529.50

-90.00

Quarterly Results ( Figures in Rs. Crores.)

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Profit & Loss ( Figures in Rs. Crores.)

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Balance Sheet ( Figures in Rs. Crores.)

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Cash Flows ( Figures in Rs. Crores.)

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Historical Growths

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Ratios ()

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Major Shareholders

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Shareholders more than 1%

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Fund houses invested in the stock (Figures in % Equity Capital )

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Corporate Action

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Documents

Presentation & Earning Calls

Annual Reports

Credit Rating

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Overview

UTI Asset Management Company (UTI AMC) is a customer-focused global asset management firm offering a comprehensive range of investment solutions to clients around the world. As pioneers in the Indian Mutual Fund industry, the company has cultivated its brand as a hallmark of trust and transparency. Committed to building on its legacy, the company aims to expand its business with conviction, consistently exceeding industry standards with its expertise while maintaining the highest levels of governance.

The company’s business is focused on investment management and related services. The company has established is presence across various business segments, including, Mutual Funds, Alternate Investment Funds, Pension Fund Business and Portfolio Management Services. The company’s international sales network spans across many countries, with its offices in Singapore, London, Dubai and Paris. The company’s distribution network features its sales team, ably supported by District Associates, Mutual Fund Distributors, Banks, National Distributors and Fintech partners. 

UTI Asset Management Company was incorporated as ‘UTI Asset Management Company Private Limited’, a private limited company under the Companies Act, 1956, pursuant to a certificate of incorporation dated November 14, 2002 issued by the Registrar of Companies, Maharashtra at Mumbai (the RoC). Subsequently, pursuant to a special resolution approved at the Annual General Meeting on September 18, 2007, the company was converted to a public limited company and consequently the name of the company was changed to ‘UTI Asset Management Company Limited’ and a fresh certificate of incorporation dated November 14, 2007 was issued by the RoC.

Business area of the company

UTI AMC is among India’s largest asset managers and is the investment manager for UTI Mutual Fund. The company manages domestic and offshore funds, offers wealth management, retirement solutions, private equity, and advisory services across India and in several countries. With a strong legacy, brand trust, and wide reach through many UTI Financial Centres and District Associates, UTI AMC continues to drive growth in the mutual fund industry.

Products the company

  • Trending Funds
  • ETFs
  • Debt Funds
  • Hybrid Funds
  • Index Funds
  • Solution Oriented Funds
  • Liquid Funds 

Awards, Accreditations and Recognitions

2017-18

  • Best Fund House: Debt-Morningstar Awards, 2018.
  • Winner in the Debt Fund House Category-Outlook Money Awards, 2017.
  • Best Portfolio Manager-EPFO (2017).

2018-19

  • Best Fund House: Debt-Morningstar Awards, 2019.
  • Best Performing Portfolio Manager-EPFO, 2018.
  • UTI Credit Risk Fund received Best Credit Risk Fund-CNBC TV18 Mutual Fund Awards.
  • UTI Retirement Solutions (UTI RSL) won Best of the Best Awards, 2018-India-Asia Asset Management for Best Pension Fund Manager.

2019-20

  • UTI RSL bagged Outlook Money Awards, 2019 -Gold Award Winner-Pension Manager of the Year.
  • UTI RSL received Best of the Best Awards, 2020-India-Asia Asset Management-Best Pension Fund Manager.
  • Shinsei UTI India Fund won Best Fund Over 10 years-Equity India-Lipper Fund Awards, Japan, 2018.

2020-21

  • UTI RSL was awarded as the Best Pension Fund Manager of the Year by Asia Asset Management.

2021-22

  • UTI RSL was awarded the Best Pension Fund Manager of the Year by Asia Asset Management - Best of the Best Awards for the Year 2022.

2022-23

  • UTI RSL was awarded the ‘Best Pension Fund Manager of the Year’ by Asia Asset Management - Best of the Best Awards for the Year 2023.
  • UTI RSL received the Award for the ‘Best Transformation of the year’ for IT Infrastructure setup at the CIO Summit 2023 hosted by empiric business media.

Major events and milestones

  • 1964: Established Unit Trust of India (UTI) on February 01, under the Unit Trust of India Act, 1963.
  • 1986: Launched India’s first equity-oriented growth fund called Mastershare, which became part of the Indian Investment Lexicon.
  • 1986: Launched UTI India Fund - the first dedicated fund for foreign investors.
  • 1996: Incorporated ‘UTI International Limited’ as a limited liability Company under the laws of Guernsey.
  • 2002: Established UTI Asset Management Company Limited.
  • 2003: Obtained approval from the Securities and Exchange Board of India (SEBI) for UTI Mutual Fund to act as an Asset Management Company.
  • 2004: Acquired the schemes of IL&FS Mutual Fund 
  • 2004: Launched Portfolio Management Services (PMS)
  • 2006: Established UTI International Singapore (P) Ltd
  • 2006: Launched Shinsei UTI India Fund in a joint venture with Shinsei Bank.
  • 2007: Incorporated UTI Pension Fund Limited (erstwhile UTI Retirement Solutions Limited) as a wholly owned subsidiary.
  • 2009: UTI Mutual Fund investor folios crossed the 1 crore mark.
  • 2009: Appointed as one of two fund managers of the Postal Life Insurance corpus.
  • 2010: Launched UTI Swatantra - the largest Investor Education initiative in India.
  • 2011: Incorporated UTI Alternatives Private Limited (erstwhile UTI Capital Private Limited) as a wholly owned subsidiary.
  • 2017: Launched UTI Structured Debt Opportunities Fund - Alternative Investment Fund (AIF) through UTI Alternatives Private Limited.
  • 2017: Initiated Digi-Invest Campaign.
  • 2018: The company’s Mutual Fund Closing AUM was the highest on September 5, 2018 at Rs 1,766,463.22 million.
  • 2019: AUM of UTI Pension Fund Limited crossed Rs 1 lakh crore.
  • 2019: Appointed UTI AMC’s PMS as one of two Fund Managers of the EPFO Corpus.
  • 2020: Launched UTI AMC IPO and got listed on NSE and BSE.
  • 2020: Became a Signatory to the United Nations - Principles for Responsible Investment.
  • 2020: UTI International launched a sustainability fund - J Safra Sarasin Responsible India Equity Fund.
  • 2022: Introduced India’s first instant commission payout facility for distribution partners under ‘UTI Insta Pay’.
  • 2022: UTI Pension Fund Limited’s AUM crossed Rs 2 lakh crore.
  • 2023: Commemorated 20 years as UTI Asset Management Company Limited.
  • 2023: Celebrated 60th year of establishment as Unit Trust of India (UTI).
  • 2024: UTI PFL crossed AUM of Rs 3 lakh crore.
  • 2024: Secured a Point of Presence License from the Pension Fund Regulatory and Development Authority.
  • 2024: UTI International opened offices in the USA and Europe.
  • 2025: UTI Nifty 50 Index Fund celebrated 25 years.
  • 2025: UTI AMC group AUM crosses Rs 20 lakh crore milestone.

Brands Of UTI Asset Management Company

Brands Of UTI Asset Management Company

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