Mutual Fund Services
UTI AMC awards Certificate of Appreciation to UTIITSL for its Excellence in UTI MF business in FY2020-21. (View Certificate)
Intermediaries play a pivotal and valuable role in promoting sale of Mutual Funds by facilitating buying and selling of units of Mutual Funds by investors. One may invest in Mutual Funds with the help of a financial intermediary i.e., a Mutual Fund distributor/agent in a Regular Plan. UTIITSL is presently an active Mutual Fund Distributor empanelled with various Mutual Fund houses. New and inexperienced investors need assistance in investing, and may be better off by seeking help of a Mutual Fund Distributor to invest in Regular Plan.
Emergence of UTIITSL as a Mutual Fund Distributor:
The erstwhile UTI Investor Services Ltd. (UTIISL), which was registered with AMFI upto 1st April 2008, became the distributor of the then UTI for selling their products since 2001.
UTIITSL in its capacity as a AMFI-registered Mutual Fund Distributor provides following services to the existing client/ prospective clients: .
I. Execution only. We perform front office work of receiving applications from the investors and after verification, these are forwarded to the respective R&T Agents or concerned Mutual Fund houses.
II. Assist in resolving the service requests with Registrars of Mutual Fund houses.
|Click to download Certificate of renewal of AMFI registration||Download|
Viewer may click on specific tab below to get an overview of intended Mutual Fund house and its products.
UTI Mutual Fund
UTI AMC has completed 50 years as India's leading Financial service institution and was a sole vehicle of capital market investment for Indian Citizens till the early 90s. The institution has shown great resilience and has grown from strength to strength overcoming economic turbulence and global turnarounds. UTI AMC has contributed immensely to industrial and capital growth in the Indian market. It has led transformative initiatives like Developmental Financial Institutions, Rural Outreach Programs and Financial Products and Services. UTI AMC has Assets Under Management (AUM) across different businesses which include Domestic Mutual Fund, Portfolio Management Services, International Business, Retirement Solutions, Venture Funds and Alternative Investment Assets.
Preferred products of UTI Mutual Fund:
- UTI Focused Equity Fund
- UTI Small Cap Fund
- UTI Mastershare Unit Scheme
- UTI Equity
- UTI Value Opportunities Fund
- UTI Mid Cap Fund
- UTI Money Market Fund
- UTI Children's Career Fund (UTI CCF)
- UTI Unit Linked Insurance Plan (ULIP)
- UTI Retirement Benefit Pension Fund (RBP)
ITI Mutual Fund
ITI Mutual Fund was established in 2018 to offer the best investment solutions to investors for wealth generation over the long-term. The promoter of the AMC is the Investment Trust of India Ltd. The Mutual Fund has around 190 branches in India with more than 3000 employees.
Being the latest entrant allows the AMC to offer products that can help investors benefit from our evolving economy. The AMC is a part of the ITI Group of Companies which is an emerging conglomerate offering various financial services.
Preferred products of ITI Mutual Fund:
- ITI Large Cap Fund
- ITI Long Term Equity Fund
- ITI Multi Cap Fund
- ITI Mid Cap Fund
- ITI Small Cap Fund
- ITI Value Fund
- ITI Arbitrage Fund
- ITI Balanced Advantage Fund
Aditya Birla Sun Life
Aditya Birla Capital Limited (ABCL), is the financial services businesses of the Aditya Birla Group. Formerly known as Aditya Birla Financial Services Limited, ABCL has a strong presence across Protecting, Investing and Financing solutions, ABCL is a universal financial solution provider catering to diverse needs of its customers across their life stages. ABCL is committed to serving the end-to-end financial services needs of its retail and corporate customers under a unified brand - Aditya Birla Capital.
Preferred products of Aditya Birla Sun Life Mutual Fund:
- Aditya Birla Sun Life Tax Relief 96
- Aditya Birla Sun Life Frontline Equity Fund
- Aditya Birla Sun Life Equity Fund
- Aditya Birla Sun Life Balanced Advantage Fund
Axis Mutual Fund
Axis Mutual Fund is one of the top asset management companies in India. Axis Mutual Fund launched its first scheme in October 2009. Axis Mutual fund attribute success 3 founding principles - Long term wealth creation, Outside in (Customer) view and Long term relationship.
Preferred products of Axis Mutual Fund:
- Axis AAA Bond plus SDL ETF - 2026 Maturity Fund of Fund (NFO period - 30th September 2021 to 13th October 2021) (Click here)
- Axis Floater Fund
- Axis Quant Fund
- Axis Global Innovation FOF
- Axis AAA Bond + SDL 50:50 ETF
- Axis Global Equity Alpha Fund of Fund
- Axis ESG Equity Fund
- Axis Retirement Savings Fund
- Axis Bluechip Fund
- Axis Multi Cap Fund
- Axis Focused 25 Fund
- Axis Dynamic Equity Fund
- Axis Children's Gift Fund
- Axis Strategic Bond Fund
- Axis Mid Cap Fund
- Axis Growth Opportunities Fund
- Axis Long Term Equity
DSP Mutual Fund
DSP Group is one of the premier Asset Management Companies in India, with over 20 years of track record of investment excellence. DSP Group is a 152 year old Indian financial firm. The DSP Group, headed by Mr. Hemendra Kothari, is one of the oldest and most respected financial services firms in India. The firm commenced its stock broking business in the 1860s and the family behind the group has been very influential in the growth and professionalization of capital markets and money management business in India.
Preferred products of DSP Mutual Fund:
- DSP US Flexible Equity Fund
- DSP Equity Opportunities Fund
- DSP Natural Resources and New Energy Fund
- DSP Banking and PSU Debt Fund
- DSP Equity and Bond Fund
- DSP Tax Saver Fund
- DSP India T.I.G.E.R. Fund
Franklin Templeton Mutual Fund
Franklin Templeton's association with India dates back to over 2 decades as an investor. As part of the group's major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited. It flagged off the mutual fund business with the launch of Templeton India Growth Fund in September 1996, and since then the business has grown at a steady pace.
Preferred products of Franklin Templeton Mutual Fund:
- Franklin India Taxshield
- Franklin India Prima Fund
- Franklin India Equity Fund
- Franklin India Bluechip Fund
HDFC Mutual Fund
HDFC Mutual Fund is one of the largest mutual funds and well-established fund house in the country with focus on delivering consistent fund performance across categories since the launch of the first scheme(s) in July 2000. HDFC, the dominant player in the Indian mutual fund space recognized for its high levels of ethical and professional conduct and a commitment towards enhancing investor interests.
Preferred products of HDFC Mutual Fund:
- HDFC Banking & Financial Services Fund
- HDFC Equity Fund
- HDFC Top 100 Fund
- HDFC Mid-cap Opportunities Fund
- HDFC TaxSaver Fund
ICICI Prudential Mutual Fund
ICICI Prudential Asset Management Company Ltd. is a leading asset management company (AMC) in the country focused on bridging the gap between savings & investments and creating long term wealth for investors through a range of simple and relevant investment solutions. The AMC is a joint venture between ICICI Bank, a well-known and trusted name in financial services in India and Prudential Plc, one of UK's largest players in the financial services sectors. Throughout these years of the joint venture, the company has forged a position of pre-eminence in the Indian Mutual Fund industry. The AMC manages significant Assets under Management (AUM) in the mutual fund segment. The AMC also caters to Portfolio Management Services for investors, spread across the country, along with International Advisory Mandates for clients across international markets in asset classes like Debt, Equity and Real Estate.
Preferred products of ICICI Prudential Mutual Fund:
- ICICI Prudential Flexicap Fund
- ICICI Prudential Bluechip Fund
- ICICI Prudential Multicap Fund
- ICICI Prudential Value Discovery Fund
- ICICI Prudential Smallcap Fund
- ICICI Prudential Midcap Fund
- ICICI Prudential Large & Mid Cap Fund
IDFC Mutual Fund
IDFC Asset Management Company Ltd. was established in 2000 and is one of the houses in India (in terms of AUM). It has developed a robust network to deliver consistent value to its investors across India. Currently, IDFC Financial Holding Company Limited/ its nominees hold the entire shareholding in IDFC AMC. Even after the transfer, IDFC continues to be the sponsor of IDFC Mutual Fund and also continues to hold controlling interest in IDFC AMC.
Preferred products of IDFC Mutual Fund:
- IDFC Large Cap Fund
- IDFC Focused Equity Fund
- IDFC Tax Advantage (ELSS) Fund
- IDFC Core Equity Fund
Kotak Mahindra Mutual Fund
Kotak Mahindra is one of India's leading banking and financial services groups, offering a wide range of financial services that encompass every sphere of life.
Preferred products of Kotak Mahindra Mutual Fund:
- Kotak Global Innovation Fund of Fund (NFO period - 8th July 2021 to 22nd July 2021) (Click here)
- Kotak Bluechip Fund
- Kotak Standard Multicap Fund
- Kotak Emerging Equity Scheme
- Kotak Small Cap Fund
L&T Mutual Fund
L&T Mutual Fund is a mutual fund company in India. It caters to the investment needs of investors through various mutual fund schemes.
Preferred products of L&T Mutual Fund:
- L&T Mid Cap Fund
- L&T Emerging Businesses Fund L&T India Large Cap Fund
- L&T Equity Fund
- L&T India Large Cap Fund
LIC Mutual Fund
LIC Mutual Fund was established on 20th April 1989 by LIC of India. Being an associate company of India's premier and most trusted brand, LIC Mutual Fund is one of the well known players in the asset management sphere. With a systematic investment discipline coupled with a high standard of financial ethics and corporate governance, LIC Mutual Fund is emerging as a preferred Investment Manager amongst the investor fraternity. LIC Mutual Fund endeavors to create value for its investors by adopting innovative and robust investment strategies, catering to all segments of investors. LIC Mutual Fund believes in providing delight to its customers and partners by way of superior investment experience and unparalleled service.
Preferred products of LIC Mutual Fund:
- LIC MF Banking & Financial services fund
- LIC MF Large and Midcap fund
- LIC MF Children's Gift Fund
- LIC MF Debt Hybrid Fund
Nippon India Mutual Fund
Nippon India Mutual Fund (NIMF) is one of the fastest growing mutual funds in India, offers investors a well-rounded portfolio of products to meet varying investor requirements and has presence in 300 cities (as on March 31, 2019) across the country.
Nippon India Mutual Fund (NIMF) constantly endeavours to launch innovative products and customer service initiatives to increase value to investors. Nippon India Mutual Fund (NIMF) has been established as a trust under the Indian Trusts Act, 1882 with Reliance Capital Limited (RCL), as the Settler/Sponsor and Reliance Capital Trustee Co. Limited (RCTC), as the Trustee.
Preferred products of Nippon Mutual Fund:
- Nippon India Nifty Pharma ETF
SBI Mutual Fund
SBI Funds Management Pvt. Ltd. bring forward their expertise by consistently delivering value to the investors. SBI has a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. It is a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies. With network of over 222 points of acceptance across India, SBI deliver value and nurture the trust of vast and varied family of investors.
Preferred products of SBI Mutual Fund:
- SBI Bluechip Fund
- SBI Small Cap Fund
- SBI Equity Hybrid Fund
Sundaram Mutual Fund
Sundaram Asset Management Company (Company) has over 23 years of experience in fund management and is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. The Company was jointly promoted by Sundaram Finance Ltd and Stewart Newton Holdings (Mauritius) Ltd in 1996. Sundaram Asset Management offers a range of products in equity, fixed-income and liquid funds spaces that cater to a range of risk, return and liquidity preferences of investors.
Preferred products of Sundaram Mutual Fund:
- Sundaram Debt Oriented Hybrid Fund
- Sundaram Mid Cap Fund
- Sundaram Small Cap Fund
- Sundaram Equity Hybrid Fund
TATA Mutual Fund
Tata Asset Management Limited has a track record of more than 24 years in investment management. Tata group, one of India's largest and most respected industrial groups, renowned for its adherence to business ethics. The Group has always believed in returning wealth to the society that it serves. Thus, nearly two-thirds of the equity of Tata Sons, the Group's promoter company, is held by philanthropic trusts, which have created a host of national institutions in the natural sciences, medical care, energy and the arts.
Preferred products of Tata Mutual Fund:
- Tata Business Cycle Fund
- Tata Balanced Advantage Fund
- Tata Hybrid Equity Fund
- Tata Large Cap Fund
- Tata Multicap Fund
- Tata Large and Mid Cap Fund
Investor interested in investing in any of the Mutual Funds schemes can approach us through (link) or contact any of our branches. Forms of fund houses can also be downloaded from here..
Disclaimer: Some facts included in this page are pure extracts from respective Mutual Fund website. Viewer is requested to visit these Mutual Fund sites for more information or any other details.
Source: Official website of respective Mutual Fund house.