UTI Asset Management Company Limited has informed the Exchange about Investor Presentation
Ref. No.: UTI/AMC/CS/SE/2025-26/0534
Date: 29th April, 2025
National Stock Exchange of India Limited Exchange Plaza Plot No. C/1 G Block Bandra – Kurla Complex Bandra East Mumbai – 400 051. Scrip Symbol: UTIAMC
BSE Limited Phiroze Jeejeebhoy Towers Dalal Street Mumbai – 400 001. Scrip Code / Symbol: 543238 / UTIAMC
Sub: Investor presentation and press release on financial results of the Company for the
quarter and financial year ended 31st March, 2025
Dear Sir / Madam,
With reference to our letter no. UTI/AMC/CS/SE/2025-26/0533 dated 29th April, 2025 and pursuant to Regulation 30 read with Schedule III Part A Para A of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (the SEBI Listing Regulations), we are forwarding herewith the investor presentation and a copy of press release on financial results of the Company for the quarter and financial year ended 31st March, 2025.
The same is also available on the Company’s website at www.utimf.com in compliance with Regulation 46 of the SEBI Listing Regulations.
Thanking you,
For UTI Asset Management Company Limited
Arvind Patkar Company Secretary and Compliance Officer Membership No.: ACS21577
Encl.: As Above
Information Classification: UTI AMC - Public
UTI Asset Management Company Limited
Investor Presentation Q4 & FY2024-25
Information Classification: UTI AMC - Confidential
A Customer Centric Global Asset Management Firm
Pioneer in India
₹ 21.05 lakh crore in AUM*
700 Districts covered across India
Presence across 35+ Countries
Strong Governance practices
•
•
Oldest Mutual Fund in India & a trusted household brand
First to launch Equity Mutual Fund Mastershare (now UTI Largecap Fund), Children’s Plan
•
•
Focused solely on Investment Management and related services
Presence across various business segments like Mutual Funds, Alternate Investment Funds, Pension Business and Portfolio Management Services
• Well spread presence
through DAs, MFDs, Banks, National Distributors and Fin-techs
•
•
Partnering with ~73,900 MFDs
Strong Penetration in B30 cities with high share
•
•
International presence through UTI International
Offices in Singapore, London, Dubai, New York & Paris
•
•
Professionally managed listed Company with no identifiable promoters
Strong independent Board with 4 out of 8 members independent
• Women Directors present on the Boards of UTI AMC and UTI Pension Fund
*Total AUM includes QAAUM for UTI MF for Q4 FY24-25 and Closing AUM for all other businesses as of 31st March 2025.
Information Classification: UTI AMC - Confidential
Performance Highlights
3
Key Performance Indicators
Business Highlights
Flows, Folios & Market share
Consolidated FY25 Financial Performance
Company Presence
Total Group AUM* ₹ 21,05,349 cr 13.91% YoY, 1.36% QoQ
Industry MF QAAUM ₹ 67,42,261 cr 24.55% YoY, (1.7%) QoQ
UTI MF QAAUM ₹ 3,39,750 cr 16.80% YoY, (3.59%) QoQ
Market Share Total MF QAAUM 5.04%
Passive AUM 13.08%
NPS AUM 24.86%
Gross Sales@ ₹ 2,47,166 cr
Live Folios 1.33 cr
Total Revenue 7% YoY
Core Revenue# 22% YoY
EBITDA 7% YoY Core EBITDA† 46% YoY
PAT (5%) YoY
Core PAT † 43% YoY
811˄ Core Sales Team
255 UTI Financial Centres (205 in B30 cities)
~73,900 Distributors
169 District Associates
Offshore Locations Singapore, London, Paris, Dubai, New York
* Total AUM includes QAAUM for UTI MF for Q4 FY24-25 and Closing AUM for all other businesses as of 31st March 2025. # Core Revenue is Revenue from Sale of Services; †Core EBITDA and Core PAT exclude M2M gain, Income from Sale of Investment and Other Non-Operating Income. @For the quarter; ˄including subsidiaries
Group AUM Increased by 14% YoY
March 2024
December 2024
March 2025
3,02,677, 16.38%
1,974, 0.11%
27,645, 1.50%
2,90,880, 15.74%
3,43,193, 16.52%
3,52,412, 16.97%
3,59,180, 17.06%
3,39,750, 16.14%
2,730, 0.13%
29,301, 1.41%
2,648, 0.13%
25,383, 1.21%
12,25,154, 66.28%
13,49,489, 64.97%
13,78,389, 65.47%
Total ₹ 18,48,330 crore
Total ₹ 20,77,125 crore
Total ₹ 21,05,349 crore
#Formerly known as UTI Retirement Solutions Ltd.
UTI MF
PMS
UTI International
UTI Alternatives
UTI PFL*
Witnessed 17% YoY Growth in QAAUM
Domestic MF Closing AUM (₹ cr)
Domestic MF QAAUM (₹ cr)
Total MF QAAUM, Growth and Market Share
Equity
Hybrid
90,832
31,818
90,863
31,435
16.80% YoY
3,52,412
3,39,750
2,90,880
ETFs & Index
1,46,667
1,41,492
Cash & Arbitrage
Income
Total
31,733
33,704
39,935
36,023
3,34,754
3,39,750
As of 31st March 2025.
Mar'24
Dec'24
Mar'25
5.37%
5.14%
5.04%
(₹ crore) Source: AMFI, Internal
Category Wise QAAUM; Passive demonstrates 22.56% YoY growth
7.18% YoY
96,988
90,863
Category wise QAAUM, Growth and Market Share
84,777
y t i u q E
Mar'24
Dec'24
Mar'25
3.68%
3.16%
3.10%
3 categories have shown >20% growth YoY
(₹ crore)
20.99% YoY
31,808
31,435
25,982
d i r b y H
Mar'24
Dec'24
Mar'25
4.30%
4.26%
4.27%
22.56% YoY
10.14% YoY
26.78% YoY
s F T E d n a x e d n
I
1,15,448
1,48,949
1,41,492
Mar'24
Dec'24
Mar'25
e g a r t i b r A & h s a C
40,296
39,935
28,413
34,371
36,023
36,260
e m o c n
I
Mar'24
Dec'24
Mar'25
Mar'24
Dec'24
Mar'25
13.19%
13.54%
13.08%
4.81%
4.53%
4.32%
3.24%
3.24%
3.39%
Source: AMFI, Internal
Trend in Net Sales
1,299
58
968
243
-1,344
-23
Quarterly Net Sales
3,799
3,678
3,233
3,298
10,214
2,091
316
181
674
Q4 FY24
Q3 FY25
Q4 FY25
Equity
Hybrid
ETFs & Index
Cash & Arbitrage
Income
Total
-6,354
-4,862
-4,306
Yearly Net Sales
19,605
28,588
16,073
11,682
2,459
1,443
3,095
3,789
3,320
4,017
4,326
1,208
-1,918
-5,673
-533
-6,446
-11,059
-5,732
Equity
Hybrid
ETFs & Index
Cash & Arbitrage
Income
Total
Source: Internal.
FY23
FY24
FY25
(₹ crore)
SIP to remain the Cornerstone for AUM Performance
590
607
618
624
672
679
707
728
726
749
752
732
731
Monthly Gross SIP Inflow (₹ crore)
Mar'24
Apr'24
May'24
Jun'24
Jul'24
Aug'24
Sep'24
Oct'24
Nov'24
Dec'24
Jan'25
Feb'25
Mar'25
Long Tenure SIP Book(1)
More than 10 Years
92%
More than 5 Years
96%
22.26% ₹ 6,844 cr
30,747 cr
37,591 cr
SIP AUM Growth YOY
Source: RTA Data. (1) As of 31st March 2025. (2) SIP folios with four consecutive SIP failure have been excluded.
Mar'24
Mar'25
UTI AMC – Strong Geographical Presence
J&K 2
Chandigarh 1
Himachal Pradesh 4
255
UTI Financial Centers (UFCs)
Uttarakhand 3
Delhi 4
Haryana 11
Sikkim 1
Assam 6
1,526
UTI AMC Employees*
Rajasthan 12
Uttar Pradesh 23
Gujarat 23
Madhya Pradesh 11
Bihar 9
Meghalaya 1
West Bengal 20
Tripura 1
Mizoram 1
Chhattisgarh 5
Odisha 11
Maharashtra 31
Goa 2
Karnataka 14
Telangana 6
Andhra Pradesh 13
811˄
Core Sales Team Members
~73,900
Mutual Fund Distributors (MFDs)
169
District Associates (DAs)
As of 31st March 2025. ˄including subsidiaries *Total Employees are 1,526 - includes 1,397 UTI MF employees and 129 employees of our subsidiaries.
Kerala 10
Puducherry 1
Tamil Nadu 16
This map is a generalized illustration only for the ease of the reader to understand the locations, and it is not intended to be used for reference purposes. The representation of political boundaries and the names of geographical features/states do not necessarily reflect the actual position. The Company or any of its directors, officers or employees, cannot be held responsible for any misuse or misinterpretation of any information or design thereof. The Company does not warrant or represent any kind of connection to its accuracy or completeness
Multi-Channel Distribution Network brings Stability
Total QAAUM
Equity + Hybrid QAAUM
(in %)
24
23
22
68
70
70
4 2 ’
r a M
4 2 ’ c e D
Direct
MFDs
BND
Direct
MFDs
BND
5 2 ’ r a M
Direct
MFDs
BND
11
11
11
33
34
34
56
55
55
(in %)
4 2 ’
r a M
4 2 ‘ c e D
Direct
MFDs
BND
8
Direct
MFDs
BND
7
Direct
MFDs
5 2 ’ r a M
BND
8
Source: RTA Data.
Outpacing the Industry in B30 cities
Monthly AAUM - March 2025
UTI Mutual Fund
T30
B30
T30
22%
Industry
78%
82%
B30
18%
Source: AMFI, RTA Data & Internal.
Network of 255 branches with 205 branches located in B30 cites as of 31st March 2025
Our established presence in B30 cities has enabled us to attract new clients, and positions us to capitalize on future growth in those underpenetrated cities
Our broad client base also provides us with several opportunities, including cross-selling different funds
Our size and distribution network, particularly in B30 cities, provides us with economies of scale, particularly in distribution, marketing, and back-office activities
B30 AUM aids our overall margins as these are stickier in nature and offer comparatively higher margins
Consolidated Statement of Profit & Loss
Particulars (In cr.)
Q4 FY25 Q4 FY24
YoY (%)
Q3 FY25 QoQ (%)
Total Revenue from Operations
Other Income
Total Income
Fee & Commission Expenses
Net loss on fair value changes
Employee Benefit Expense
Depreciation & Amortization Expenses
Other Expense
Finance Cost
Total Expenses
Profit Before Tax (PBT)
PAT for the Owners of the Company
Core Profit After Tax
PAT Margins
376
0
376
1
10
116
12
80
3
222
154
87
98
23%
(10%)
(100%)
(10%)
-
100%
(1%)
-
14%
50%
10%
(29%)
(47%)
2%
416
4
420
1
-
117
12
70
2
202
218
163
96
39%
(10%)
(100%)
(10%)
-
100%
3%
9%
13%
-
12%
(30%)
(42%)
(29%)
418
2
420
1
-
113
11
71
3
199
221
151
139
36%
Total Revenue from Operations
Q4 FY25 Q4 FY24
YoY (%)
Q3 FY25 QoQ (%)
Sale of Services
Net Gain on fair value changes
Interest & Dividend Income
Rental Income
Total Revenue from Operations
360
-
12
4
376
318
86
8
4
13%
(100%)
50%
-
375
29
10
4
(4%)
(100%)
20%
-
416
(10%)
418
(10%)
1851
1737
FY25
1851
9
1860
2
-
458
46
289
13
808
1052
731
492
39%
FY25
1445
350
41
15
FY24
1737
7
1744
3
-
439
42
262
11
757
987
766
345
44%
FY24
1182
507
35
13
YoY (%)
7%
29%
7%
(33%)
-
4%
10%
10%
18%
7%
7%
(5%)
43%
YoY (%)
22%
(31%)
17%
15%
7%
Standalone Statement of Profit & Loss
Particulars (In cr.)
Q4 FY25 Q4 FY24
YoY (%)
Q3 FY25 QoQ (%)
Total Revenue from Operations
Other Income
Total Income
Fee & Commission Expenses
Employee benefit Expense
Depreciation & Amortization Expenses
Other Expense
Finance Cost
Total Expenses
Profit Before Tax (PBT)
Profit After Tax (PAT)
Core Profit After Tax
PAT Margins
317
1
318
4
89
11
42
3
149
169
124
108
39%
(3%)
(67%)
(4%)
33%
(8%)
-
24%
-
1%
(8%)
(18%)
20%
328
3
331
3
97
11
34
3
148
183
151
90
46%
(4%)
-
(4%)
-
1%
10%
11%
-
4%
(10%)
(13%)
(13%)
329
1
330
4
88
10
38
3
143
187
142
125
43%
FY25
1449
7
FY24
1337
4
1,456
1,341
15
364
41
151
12
583
873
653
447
11
368
38
147
11
575
766
601
293
45%
45%
YoY (%)
8%
75%
9%
36%
(1%)
8%
3%
9%
1%
14%
9%
52%
Total Revenue from Operations
Q4 FY25 Q4 FY24
YoY (%)
Q3 FY25 QoQ (%)
Sale of Services
Net Gain on fair value changes
Interest & Dividend Income
Rental Income
296
9
8
4
257
59
8
4
15%
(85%)
-
-
307
10
8
4
(4%)
(10%)
-
-
FY25
1180
221
33
15
949
344
31
13
FY24
YoY (%)
Total Revenue from Operations
317
328
(3%)
329
(4%)
1449
1337
24%
(36%)
6%
15%
8%
Details of Consolidated Sale of Services
Particulars (In cr.)
Q4 FY25
Q4 FY24
YoY (%)
MF Fees
PMS Fees
SUUTI Support Service Fees
POP Fees & others
289
247
7
-
-
9
1
-
Sale of Services - UTI AMC Standalone
296
257
UTI International
UTI PFL*
UTI Alternatives
Elimination
31
35
4
(6)
33
31
3
(6)
Sale of Services - UTI AMC Consolidated
360
318
17%
(22%)
(100%)
-
15%
(6%)
13%
33%
-
13%
FY25
1150
30
-
-
1180
139
135
15
(24)
1445
FY24
YoY (%)
913
29
6
1
949
126
117
9
(19)
1182
26%
3%
(100%)
(100%)
24%
10%
15%
67%
26%
22%
*Formerly known as UTI Retirement Solutions Ltd (UTI RSL).
Balance Sheet
Particulars
Consolidated
Standalone
(₹ crore)
Assets:
Financial Assets
Non-Financial Assets
Total Assets
Liabilities & Equity:
Financial Liabilities
Non-financial Liabilities
Equity
Total Liabilities & Equity
As at 31 Mar 2025
As at 31 Mar 2024
% (+/-)
As at 31 Mar
2025
As at 31 Mar 2024
% (+/-)
5,173
485
5,658
334
164
5,160
5,658
4,850
491
5,341
272
96
4,973
5,341
7%
(1%)
6%
23%
71%
4%
6%
3,711
468
4,179
243
150
3,786
4,179
3,515
466
3,981
214
82
3,685
3,981
6%
-
5%
14%
83%
3%
5%
Ratio Analysis
37
34
34
Operating Revenue
23
21
17
Operating Expenses FY24
FY23
FY25
14
13
17
Operating Margin
Consolidated PAT Margin (%)
Consolidated Return on Equity (%)
42%
40%
44%
39%
34%
16%
16%
12%
19%
16%
FY21
FY22
FY23
FY24
FY25
FY21
FY22
FY23
FY24
FY25
Breakup of Consolidated investments
Breakdown of Total Investment
As on 31st March 2025.
Investment in UTI MF Schemes
8%
8%
15%
Total Investments: ₹ 4,048 crore
69%
Equity#
Hybrid
Liquid, Debt & Arbitrage
Offshore Funds
Equity
Debt / Hybrid
Venture Funds, Other Equity etc.
G-Sec & Bonds
TOTAL
(₹ crore)
2,806
395
420
1,991
608
426
182
327
307
4,048
Mutual Funds
Offshore Funds
Venture funds, Other equity
G-Sec & Bonds
• Total Consolidated Investment as per the Balance Sheet as on 31.03.2025 is
₹4,558 crore, including the investments in SDOF II & III
• Above consolidated investment of ₹ 4,048 crore is the treasury investment
of UTI Group after eliminating the consolidation effect of SDOF II & III
#Note : Investment in equity includes investment as per regulatory mandate.
Growing Online Transactions reflect Acceptance of Digital
Quarterly Online Gross Sales (as % of Total Gross Sales)
Number of Digital Purchase Transactions (in Lakhs)
Sales through Digital Platforms (as a % of Equity & Hybrid MF Gross Sales)
94.50
95.31
94.40
95.02
95.11
183.23
126.54
115.84
93.57
49.71
34.79
53.00
49.00
47.87
41.58
33.51
33.09
Mar-24
Jun-24
Sep-24
Dec-24 Mar-25
FY22
FY23
FY24
FY25 Q4FY24 Q4FY25
FY22
FY23
FY24
FY25 Q4FY24 Q4FY25
Leveraging on Salesforce Marketing Automation & Personalization capabilities to capitalize on cross selling and upselling opportunities has helped in growth in Online Gross Sales
Source: RTA Data.
25% Growth In Number of Digital SIP Transactions in Q4 FY25 as compared to Q4 FY24 Strong focus on growing SIP book Digitally
47.87% of Total Gross Sales of Equity & Hybrid Funds were mobilized through Digital Platforms in Q4 FY25
Investor Services Key Indicators for the Quarter
Contact Center
2.69 lakh Total Call Volume Outbound
0.45 lakh Total Call Volume Inbound
•
• •
50% inbound Calls served via Self service IVR for Valuation, NAV, SOA, Branch Locator, etc. Inbound Calls for product and sales Support Outbound Calls for Leads, Call-back request, reminders etc.
4 seconds Average Speed of Answer
0.06 lakh Live Chats offered
•
•
Chat with Live Agent for Assistance via WhatsApp & Website Chatbot and WhatsApp for Conversational Enquiry, Investing & Servicing
Investor Services
12 Total Complaints Received
1.33 crore Folios
Low Complaints Ratio against Folios at 0.0001%
Digital Transactions (own assets)
46.89% Digital Transactions done post E-KYC are SIP Instalments
₹ 24.45 crore Digital Transaction Amount capitalized post Digital KYC
16,559 Digital KYC Compliant PANs created
Non-Commercial Transactions
96.84% Non-Commercial Transactions processed in the same day
91.85% Non-Commercial Transactions processed in 60 Minutes
UTI International Ltd. – Spreading our Wings
Assets Under Management of ₹ 25,383 crore as of 31st March 2025
Office Locations – Singapore, Dubai, London, New York and Paris with a total of 30 staff members
Clients spread across 35+ countries with top 5 being Japan, Bahrain, UAE, Singapore, Switzerland and are primarily Institutions – Pensions, Banks, Insurance and Asset Managers
Regulated by Monetary Authority of Singapore, DIFC in Dubai and FCA, UK
Data as of 31st March 2025.
Our Indian Equity fund (IDEF) domiciled in Ireland, with an AUM of USD 805.5 million is being widely recognized and recommended
Received registration from the Securities Exchange Commission (SEC), USA and have initiated operations for the US business via a subsidiary of UTI International Ltd
The J Safra Sarasin Responsible India fund, Europe’s first ESG Compliant India fund, has AUM of USD 65.35 million
Secured licensing approval from French regulators to commence business operations in Paris, focusing on the Europe region
UTI India Innovation Fund, domiciled in Ireland, has an AUM of USD 47.02 million
UTI Pension Fund Ltd. – Reaching New Heights
PFRDA Licensed for managing Pension Funds and carrying out PoP Operations
Manages 24.86% of the NPS Industry AUM as on 31st March 2025
UTI PFL, Growth and Market Share
18.67% YoY
3,43,193
3,59,180
100% Subsidiary of UTI AMC Ltd
Augmenting Pension Business
Managing Government and non-Government NPS corpus
3,02,677
Mar'24
Dec'24
Mar'25
25.80%
25.02%
24.86%
(₹ crore)
Source: Internal.
UTI Alternatives Pvt. Ltd. – Investing across the Credit Spectrum
100% subsidiary of UTI AMC Ltd, mandated to manage and grow the private capital investment business
Track record of several profitable exits. Strong governance framework and best in class partners.
Received Co-investment Portfolio Manager (CPM) License in August 2022
•
IFSC Approval received for 3 funds i.e., UTI India Opportunities (IFSC) Fund, UTI India Opportunities (IFSC) Fund II & UTI India Opportunities (IFSC) Fund III
UTI Alternatives is also committed to Responsible Investing. UTI SDOF II & III have a well-defined ESG policy and strategy
•
FUND OF FUNDS IN IFSC GIFT CITY • 3 funds approved by IFSC
under UAPL branch office’s FME approval
• Gross commitments of USD
200 mn(3)
MULTI STRATEGY •
Investing across a diverse range of credit and structured equity opportunities Investing from Multi Opportunities Fund I (MOF) with gross commitments of ₹ 1,598 crore(1)
CO-INVESTMENT PORTFOLIO MANAGEMENT SERVICES •
Investors who hold units of any of the AIF schemes managed by UAPL are eligible for co-investments along with schemes of AIFs managed by UAPL cPMS cumulative gross AUM of ₹ 172 crore(2)
06
01
05
AUM as on 31st March 2025 is ₹ 2,648 crore
02
PERFORMING CREDIT (ACTIVELY MANAGED) •
Investing in high yield NCDs across sectors and situations
• Usually hold to maturity and majority to
•
sole subscriber of NCDs SDOF series was started in 2017, currently in 3rd series with 4th fund launching soon • Gross Commitments in SDOF series of ₹ 1,828 crore(1) and AUM of ₹ 853 crore
REAL ESTATE CREDIT •
•
Invest primarily in NCDs backed by late stage real estate projects Investment from Real Estate Opportunities Fund I (ROF) with gross Commitments of ₹ 145 crore(1)
04
03
DISTRESS CREDIT
•
•
Special situation investments including Distress or asset backed investing in NCDs Investing from Asset Reconstruction Opportunities Fund I (AROF)
Data as of 31st March 2025. (1 ) Commitments received; (2) Gross capital invested since inception ; (3) IFSC GIFT AUM is further invested/to be invested in AIFs managed by UAPL
Other Subsidiaries - Financial Highlights
Particulars
UTI International Ltd
UTI Pension Fund Ltd*
UTI Alternatives Pvt. Ltd
(₹ crore)
UTI HART Financial And Investment Services Ltd#
FY25
FY24
FY25
FY24
FY25
FY24
FY25
FY24
AUM
25,383
27,645
3,59,180
3,02,677
2,648
1,974
Sale of Service
Investment & Other Income
138.8
31.1
125.5
112.6
135
15.3
169.9
*Formerly known as UTI Venture Fund Management Co. Ltd. Total Income Employee Benefit Expenses Admin & Other Expenses
150.3
238.1
15.0
51.5
80.4
60.6
65.9
87.5
Total Expenses
Profit Before Tax
Profit After Tax
153.4
16.5
15.2
131.9
106.2
104.9
75.6
74.7
56.7
117.3
10.5
127.8
8.7
47.7
56.4
71.4
53.8
15.4
7.0
22.4
13.0
8.3
21.3
1.1
0.9
9.4
13.5
22.9
10.7
6.9
17.6
5.3
4.3
*Formerly known as UTI Retirement Solutions Limited
#Formerly known as UTI Venture Fund Management Co. Ltd.
--
--
0.06
0.06
--
0.13
0.13
(0.07)
(0.06)
--
--
0.3
0.3
--
0.1
0.1
0.2
0.2
Information Classification: UTI AMC - Confidential
About the Company
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UTI AMC – Our Vision and Mission
Focus is the Essence of Our Business
Performance-Driven Organisation with a Purpose
Drive Common Organisation Goals, Beyond Individual Goals
Take Collective Ownership and Individual Accountability to reach a Collective Purpose
Respect and Support Each Other
Encourage Meritocracy
Encourage Open Discussion and Debate
Pursue Innovation and Take Calibrated Risks
Our Continuous Endeavour is to
Build and Retain Highly Competent and Motivated Investment Team across Asset Classes
Further Build our Distribution Capabilities and Strengthen Existing Relationship with our Partners
Enhance our standing as a Leader in Pension and AIF Business
Embed ESG Principles across the firm to be Admirable Stewards of Client/Shareh- older Capital
Build Excellent Investment Systems and Processes
Execute Key Operations and Technology Driven Initiatives to improve Efficiency, Security and Agility
Augment our International Presence
Achieve investment performance for our investors
+
Returns for our shareholders in the long term
Diversified Shareholding
0.15%
1.57%
7.85%
9.70%
22.79%
13.14%
15.10%
9.90%
9.90%
9.90%
UTI AMC has no identifiable promoters
State Bank of India, Bank of Baroda and Life Insurance Corporation of India hold 9.90% share capital each
T. Rowe Price International Ltd. – a global investment management largest shareholder
is the
firm
Mutual Funds
Retail Shareholders
Foreign Portfolio Investors
Alternate Investment Funds
As of 31st March 2025.
Others
Punjab National Bank, which has no other Mutual Fund, has 15.10% holding
UTI AMC – Group Structure
UTI Asset Management Company Limited
100% Subsidiaries
Investment Manager to UTI Mutual Fund
Investment Manager to Offshore Funds
PMS (includes EPFO, CMPFO and PLI Funds)
UTI International Ltd.
UTI Alternatives Pvt. Ltd.
UTI Pension Fund Ltd.#
UTI HART Financial And Investment Services Ltd.*
#Formerly known as UTI Retirement Solutions Ltd.
*Formerly known as UTI Venture Fund Management Co. Ltd.
Key Business Focus Areas
Geographical Spread Across the Country
Growth of International, Pension & Alternate Business
Consistent Development of Human Capital
Prudent Investment Management Process
Leveraging Digital Adoption
Attracting Right Opportunities through Partnerships
Prudent Investment Management Policies
Risk Monitoring • Investment Committee • Digital Transformation Committee • Executive Risk Management
Committee
• Information Security & Cyber Security Committee • Risk Management Committee of Board
Risk Measurement
• Credit risk • Market Risk • Investment/Product
Risk
• Information Security & Cyber Risk • Operational Risk • Liquidity Risk
Risk
Management
Cycle
Risk Identification • Stress Testing • Product Development Process • Risk Control Self Assessment • Control Testing • Review Mechanism
Risk Control
• Avoidance • Transfer • Mitigation • Acceptance
Research • Equity • Debt • Macro
Research
Fund Management • CIO • Head (Equity) • Head (Fixed Income) • Fund Managers
Execution
• Equity Dealers • Debt Dealers • Money Market
Dealers
• Primary Market
Dealers
Fund Accounting • Accounting Valuation & Net Asset Value (NAV) • Corporate
Action Follow- up & Recovery
Risk and Compliance
• Regular Compliance Check • Dedicated Risk Management
Team
• Internal & External Audit Team
UTI AMC – Fund Management Process
1
Investment Process
In-house research team
• • Disciplined approach towards portfolio construction • Diverse Investment strategies - driven by investment
objectives and risk framework
Proprietary Investment Management Processes
4
• Keeping
investors and stakeholders well informed
Communication Plan
Fund Management
2
Performance Tracking & Incentives
• Experienced fund management team • Emphasis on collaboration • Constantly augmenting skills to adapt to
the evolving dynamic environment
3
Structure & Capabilities
• Comprehensive review
•
mechanism Inventive structure is benchmarked to industry
Embedding ESG in our Investment Decisions
y g e t a r t S t n e m
t s e v n
l
I e b i s n o p s e R
Integration
Integrating material ESG factors into investment decision process
ESG Framework
Sector-specific framework to understand and manage ESG risk consistently across portfolio holdings
ESG Database
Helps in evaluating the ESG performance of a company on an individual basis and peer benchmarking
ESG Integration Process
Evaluation of quantitative and qualitative ESG factors/risks that may impact a company’s long-term sustainable performance
1-on-1 Engagement with company management
Stewardship
Safeguarding Investors’ interests through monitoring and regular engagements with investee companies
Engagements
ESG questionnaires
Proxy Voting
Material risk surveys
Enabling Business Digitally
24x7 Digital Channels • Access at your convenience anytime anywhere, with Mobile App & Website- Improved UI/UX and seamless transactional journeys
• Revamped website utimf.com for exploring,
investing, enquiry and servicing. Website is PWA enabled, and SEO optimized
• Conversational investing, enquiry & assistance through
chatbot UNO & WhatsApp interface
• Tech enabled, secured and 2FA compliant digital channels • Added new features such as real-time OTM registration, real- time SIP activation, SIP restart, SIP life cycle management, insta service for investment and services
Assisted Journeys integrated
Building Community
• Customer service for product & inbound & outbound support
investment enquiry-
• Revamped contact centre operations – new dialer & updated processes. ASA of 5 secs for inbound channel
• ‘Live chat with agent’ service for
investors through
chatbot & WhatsApp
• Call-back to customers for on-demand assistance & for failed transactions - website, app, chatbot, WhatsApp • Insta invest - for one click digital investment via UTI
financial centres & contact centre
Simplifying Life
• Real-time one time mandate – for enabling one-click investment • Multi-scheme investing – create and invest in up to 4 schemes
in-a-go with one click investment
Partner Enablement • Paperless & digital empanelment of MFDs • Revamped UTI Buddy - office-on-the-go app and web interface for MFDs. Improved UI/UX and transactional journeys and straight through capabilities
• Revamped digital KYC - paperless and contactless KYC process
riding on Aadhar & DigiLocker
• Initiate & track transactions for investors to reduce sales cycle.
Track AUM, folio and market updates
• Quick services via SMS or Missed Call – portfolio valuation
enquiry, request call back, SOA enquiry etc
• ‘Quick pay’ feature launched for instant payment via pre-filled
investment links for missed SIPs, failed transactions
• Instant call-back for failed SIP and lumpsum transactions & abandoned cart feature launched for drop-off transactions, to re-start journey
• Embedded aggregators • WhatsApp
investing - API
integrations with partners and
channel
for distributors. Communication on
WhatsApp also enabled as preferred channel
• UTI insta pay - Insta brokerage module for commission payments
on the fly
• Active engagement on multiple
touch points across
social media channels
• Growing social media follower base and engagement via
multiple multimedia campaigns
• Content distribution across channels - infographics, blog post,
videos, eBooks, GIF, surveys chatbot, FAQs etc
• Market insight - UTI MF knowledge series based on virtual
events
• Awareness & consideration led paid marketing campaigns on search, display, OTT, video, news platforms for existing & prospective audience
Personalized and Contextual Journey • Implemented Salesforce marketing automation tool and data cloud for offering personalization @scale across touch points
• Offering
segmented,
targeted & personalized communication via email, SMS, banners & push notifications etc
• Consistency in customer experience with personalized
touch across platforms via preferred channels
• Segmented and targeted campaigns for cross-sell
based on data analytics
• Re-targeting campaigns for activating existing investors and
prospects
• WhatsApp communication for targeted Investors
Digital Client Acquisition Cycle
Reach
Act
Convert
Engage
Search
SEO
Re-targeting
1 Internet
Affiliate Marketing
Social Media Platforms
Content Marketing
Submit a Lead
Invest via Mobile App
Invest Now
Invest via Website
Request a Call Back
Invest via WhatsApp
Complete Aadhaar KYC or Digital KYC
Invest via Chatbot ‘UNO’
Use Calculator and Invest
IFA/RM Assisted Sale
2 Website and App
Product Sections
Goals and Calculators
Articles & Blogs
Set Goals and Invest
3 UFCs
Direct Investments on Digital Platforms
4 UNO
Chatbot & WhatsApp
Explore Products
Chat with Agent
Contact Center Assisted Sale
Pre-filled investment link @ UFC
Invest via MFU, Kfin App and other Digital Portals
Remarketing via Google, Facebook, YouTube
Email/SMS/ WhatsApp/ notification
Community Engagement
Personalized Nudges to Investors
Data Analytics led cross-sell/Up- sell
Promote Digital Assets adoption
Social Listening via ORM tool
Current Digital Ecosystem at UTI AMC
Riding on Best-in-Class Technology and Partner Ecosystem
Front Office (Revenue generating & Customer facing)
Brand Message
Investment Management
Middle Office (Risk & Compliance)
Risk & Compliance
Back Office (Accounting, Technology, HR, Finance)
Research & Fund Management
Human Resource
Customer Onboarding Channels
DTS
Transaction Processing
Digital Enablers
Customer Engagement
Customer Servicing
Accounting & Operations
Robotic Process Automation
Registrar & Transfer Agent
Information Technology
Cybersecurity
Data
Developing Digital Resources to be Future Ready
•
Tapping Emerging Segments
• Driving Digital Partnerships & Sales via
Paid & Organic Mediums
•
•
•
Identified Focus Areas & Roadmap
Enabling Sales Force Digitally
Enhancing Digital Assets
Grow the Core
New Growth Avenues
Optimize Cost
• Digitizing Operations to Reduce Cost
•
Re-imagining Operating Models riding on Technology & Data
•
•
Re-imagined Digitized Ecosystem and Offerings for Direct-to- Customer Segment
Digitized Ecosystem Outreach
for Partners
for
Increased distribution
• Digitizing UFCs riding on Technology led Innovative Solutions
•
Remote/Distributed operating Model for Investor and Partner Support
• Digitized & Automated Operational processes riding on
• Data First organization riding on Analytics and Personalization at
Automation tools
Scale
•
Automating customer service via tech driven solutions
•
customer Superior communication at all touch points.
engagement
via
personalized
UTI AMC – Sustainability
•
•
•
•
UTI AMC has incorporated an ESG Strategy within its business operations, and considering the same, the ESG rating agencies have started evaluating the Company. The ESG Rating Agency Sustainalytics has progressed our score from ‘High Risk’ to ‘Medium Risk’ (from 32.9 in 2021 to 24.1 in 2023). SES ESG has rated the Company Grade of A low risk, with an 80.4 rating in March 2024.
The Company has conducted a Double Materiality Assessment that covers both Impact Materiality and Financial Materiality. This evaluation addresses changes in stakeholder expectations, business environments, regulations, and new sustainability trends
UTI AMC is a signatory to the United Nations Principles for Responsible Investing Framework and Climate Action 100+
The Company has onboarded SES ESG for domestic and Sustainalytics for offshore ESG scores of investee companies
ENVIRONMENTAL • Adopted paperless office system, smart e- document
approval systems management software "UTI E-Way"
through
• 100% renewable energy usage at corporate tower, used sensor-based faucets, replaced all CFLs with LEDs, used environment-friendly R- 134A refrigerant in the air-conditioning systems at our corporate office
• Compost 100% of our wet waste and recycled 100% of paper and plastic waste at the corporate office
SOCIAL • Training on Code of ethics, Whistleblowing, Anti-money laundering, Cyber security awareness, Diversity, Equity and Inclusion, Prevention of Sexual Harassment and ESG conducted.
• 27% Female workforce • Conducted sessions on inclusive behaviour with differently
abled and unconscious biases
• Launched a volunteering initiative called “UTI Cares”, a platform for employees to contribute to various social causes
• Through our strong CSR programme, we focus on health,
education and rural development
GOVERNANCE • Responsible Investment: As a signatory to UNPRI, we scored 4 out of 5 stars under Policy Governance & Strategy, Direct Listed Equity – Active Fundamental and Confidence building measures. Scored 3 out of 5 stars under Direct Listed Equity – Passive Equity, Fixed Income – Corporate. We need to improve on Fixed Income – Sovereign module
• Robust Risk Management Framework: Regularly
monitor risk registers and risk mitigation
• Data Security and Cyber Risks: Strengthening of mechanisms for cyber security (cloud security, dark web and deep web monitoring)
*Climate Action 100+ is an investor-led initiative to ensure the world’s largest corporate greenhouse gas emitters take necessary action on climate change.
Information Classification: UTI AMC - Internal
UTI AMC Board of Directors - Composition
UTI AMC is a professionally managed company
Geographical Representation
Board Composition
3
5
1
3
4
Domestic
Overseas
Independent Directors
Non-Executive Non-Independent Directors
Managing Director
Women Directors Representation
1
7
Women Director
UTI AMC - Board of Directors
Mr. Dinesh Kumar Mehrotra Non-Executive Chairman & Independent Director
Mr. Flemming Madsen Non-Executive Nominee Director
Mr. Narasimhan Seshadri Independent Director
Mr. Dinesh Kumar Mehrotra is a Non-Executive Chairman Independent Director of the Company. He has & previously served as the Chairman and the Managing Director of LIC. He has also served as the Executive Director of International Operations at LIC. He holds a B.Sc. (Honours) degree from the University of Patna.
Date of Appointment: 23rd August 2017
Mr. Flemming Madsen is a Non-Executive Nominee Director of the Company. He was the Head of Global Financial Intermediaries at T. Rowe Price. He was a Vice President of T. Rowe Price Group, Inc., T. Rowe Price International Limited and member of the EMEA Distribution Executive Committee. He has been associated with T. Rowe Price for 23 years. He has more than three decades of experience in the financial industry which includes Capital Markets Transactions, Investment Banking and Asset Management.
Date of Appointment: 25th July 2022
Mr. Narasimhan Seshadri is an Independent Director of the Company. He has four decades of experience in the banking industry, having served two major public sector banks viz. Canara Bank and Bank of India. Prior to joining the Company, he was a Director on the Board of NPCI and a whole-time executive director on the Board of Bank of India. He holds a Master’s Degree in Commerce from the Bangalore University, Masters in Divya Prabandam M.A. (DP) from SASTRA University and Masters in Banking and Finance (MBA Banking and Finance) from IGNOU. He is a Certified Associate of the Indian Institute of Bankers.
Date of Appointment: 23rd August 2017
UTI AMC - Board of Directors
Mr. Deepak Kumar Chatterjee Independent Director
Ms. Jayashree Vaidhyanathan Independent Director
Mr. Santosh Kumar Non-Executive Nominee Director
Mr. Deepak Kumar Chatterjee is an Independent Director of the Company. Prior to joining the Company, he was associated with SBI Funds Management Private Limited as the Managing Director and Chief Executive Officer and SBI Capital Markets Limited as an Executive Vice President. He was also associated with IIFCL Projects Limited as its Chief Executive Officer and IIFCL Asset Management Company Limited as a Director. He holds a B.Sc. (Honours) degree in Physics from the University of Delhi, and M.Sc. degree in Agricultural Physics from the Indian Agricultural Research Institute, New Delhi and an MBA from the University of Delhi. He is also a Certified Associate of the Indian Institute of Bankers.
Date of Appointment: 25th September 2018
is an
Jayashree Vaidhyanathan
Ms. Independent Director of the Company. She currently serves as a co- founder and CEO of BCT Digital, a technology company specialising in AI and Predictive Analytics. Prior to BCT, she was associated with Scope International Private Limited as Head of Technology and Strategy and served as a partner with Accenture Services Private Limited. She has also served as an Independent Director in Altran, a US $3.2 bn Global Engineering and Innovation consulting firm and Mahindra Sanyo Steel. She holds a B.E. degree in Computer Science Engineering from the University of Madras and an MBA from Cornell University. She is also a Chartered Financial Analyst from the Association for Investment Management and Research.
Date of Appointment: 16th December 2019
Mr. Santosh Kumar is a Non-Executive Nominee Director of the Company. He is currently working as the General Manager – Treasury Division at Punjab National Bank. He holds a B.A.(Hons), LL.B. and CAIIB. He has more than two decades of experience and carries a rich and diverse banking exposure mainly in areas of Treasury, International Banking, and as business unit head in the field. He also carries experience of working in Administrative offices like Circle Office and Head Office of the Bank. He is having hands on professional knowledge and experience in Forex and Integrated Treasury functions. He is well versed in areas such as: Dealing in Foreign Currency and Precious Metals, Derivatives, Correspondent Banking, Trade Finance, Remittances, Non- Resident accounts, Nostro / Vostro A/c.
Date of Appointment: 1st October 2024
UTI AMC - Board of Directors
Mr. Srivatsa Desikamani Non-Executive Nominee Director
Mr. Imtaiyazur Rahman Managing Director & CEO
Mr. Srivatsa Desikamani is Non-Executive Nominee Director of the Company. He is Head of Strategy and Corporate Development at T. Rowe Price. He is a Vice President of T. Rowe Price Associates, Inc. and T. Rowe Price Group, Inc. In his current role, he oversees the development of firm wide strategy, strategic initiatives, corporate development, and merger & acquisition activities for the firm. From 2013-2021, he was at Janus Henderson group (JHG), most recently as the Global Head of Strategy and Corporate Development and an advisory member of the Executive Committee. He led the areas of corporate strategy, strategic finance, planning, and corporate development at JHG. While at JHG, he led the merger of Janus Capital Group with Henderson Plc, the acquisitions of Kapstream Inc. (Australian Fixed Income manager), Velocity Shares (Exchange Traded product manager), the divestiture of Geneva Capital Management, and other significant strategic ventures. Prior to Janus Henderson, he was at McKinsey & Co. in New York, where he served a variety of global asset management, banking, and financial services firms and was a leader in the asset management vertical within Financial Services. He has a bachelor’s degree, in engineering from Birla Institute of Technology and Science in Pilani, India, MS in Computer Science from the University of Delaware, and M.B.A. from the Tuck School of Business, Dartmouth. He has more than 15 years of asset management and financial industry experience.
Date of Appointment: 25th July 2023
Mr. Imtaiyazur Rahman is the Managing Director & Chief Executive Officer of the Company. He has more than three decades of experience in management, business leadership, leading change and forming strategic alliances. He joined the UTI Group in 1998 as part of UTI Investor Services Ltd. and joined UTI AMC Ltd. in 2003. He was also the CFO of the Company from 2005. In his role as Group President & Chief Finance Officer, he headed the functions of Finance, Accounts, Taxation, Information Technology, Board related matters, Offshore funds, Alternate Investments and Portfolio Management Services. He is a Science graduate and Fellow member of Institute of Cost Accountants of India; and Institute of Company Secretaries of India. He holds a Certified Public Accountancy degree (USA); has attended GAMP from Indian School of Business & Kellogg School of Management and has also completed the Leadership programme - “Leading for Results” from INSEAD (France). He has been awarded ESG Competent Board’s Global Certification and Designation. He has also been conferred an Honorary doctorate degree, D.Litt, by the ITM University, Raipur. He has successfully completed programs on “Making Corporate Boards more Effective”, “Compensation Committees-New Challenges, New Solutions” and “Audit Committees in a New Era of Governance” from the Harvard Business School. Mr. Rahman is on the Board of UTI International (Singapore), UTI Alternatives Pvt. Ltd., UTI Pension Fund Ltd. and UTI Hart Financial and Investment Services Ltd. Mr. Rahman was a director on the Board of IndianOil Adani Ventures Ltd. He is a Member on the Board of Governors of National Institute of Securities Market (NISM), established by SEBI; and CII National Committee on Financial Markets - 2024-25. He was the Chairperson for the FICCI Task Force on ESG; CII Financial Sector Development Council; and Banking & Finance Committee of IMC Chamber of Commerce & Industry. He was on the Board of Association of Mutual Funds in India (AMFI) and is presently a permanent invitee to the AMFI Board Meetings.
Date of Appointment: 25th July 2022
UTI AMC - Trustees
Mr. Suhail Nathani Suhail Nathani is Independent Director of UTI Trustee Company Private Limited. He has completed M.A. in Law from Cambridge University and LLM from Duke University. He is also the Co-Founder and Partner of the ‘Economic Laws Practice’.
Mr. Suhail Nathani
Ms. Mukeeta Jhaveri Ms. Mukeeta Jhaveri is Independent Director of UTI Trustee Company Private Limited. She has completed B.A. in Economics & Political Science and B.Sc. in Finance from New York University. She has worked at DSP Financial Consultants, (now Bank of America Merrill Lynch), Mumbai as Head of Equity Sales and Vice President Capital Markets. She has considerable experience in the areas of merchant banking, capital market, equity sales and portfolio management. She serves on the Board of Raymond Limited, Taurus Trading Pvt Ltd and St. Jude India Childcare Centers as a Director.
Mr. Suhail Nathani
Mr. Shiva Kumar Mr. Shiva Kumar is Independent Director of UTI Trustee Company Private Limited. He was Chief General Manager at State Bank of India and Managing Director of State Bank of Bikaner & Jaipur. He was also President of Edelweiss Financial Services Group, Mumbai.
Mr. Suhail Nathani
Mr. Venkatraman Srinivasan Mr. Venkataraman Srinivasan is Independent Director of UTI Trustee Company Private Limited. He is engaged in Audit & Assurance practice and Direct Tax & Corporate Advisory Services since 1984, specializing in Statutory Audits of Banks, Mutual Funds and Financial Companies, Public Sector Companies, and advisory in the areas of Direct Tax, Company Law, Competition Law, the Foreign Exchange Management Act and Securities and Exchange Board of India matters. He has a work experience of over 36 years. He was a special invitee on the Accounting Standards Board of the Institute of Chartered Accountants of India (ICAI) for FY2020-21 and was a special invitee on the Ind AS Transition Facilitation Group Committee of the ICAI for FY2019-20. He has been Co-opted as a Member of the Expert Advisory Committee of the ICAI for FY 2021-22. He has also participated in the case study based governance program on “Audit Committees in this New Era of Governance” at the Harvard Business School.
Mr. Suhail Nathani
Information Classification: UTI AMC - Confidential
Thank You
REGISTERED OFFICE:
UTI Tower, 'Gn' Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400051. Phone: 022 – 66786666.
UTI Asset Management Company Limited (Investment Manager for UTI Mutual Fund)
E-mail: corpcomm@uti.co.in
45
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
PRESS RELEASE
UTI Asset Management Company Limited
UTI Asset Management Company Limited announced its Q4 and FY2024-25 Financial and Business Performance today.
FY2024-25 Financial Highlights Standalone • The Core income (Sale of Services) amounted to ₹1,180, up by 24% YoY as compared to FY23-24. • The Core profit after tax for the financial year is ₹447 crore, up by 52% as compared to FY23-24. • The Profit after Tax stood at ₹653 crore for FY24-25, a growth of by 9% from FY23-24
Consolidated • The Core income (Sale of Services) amounted to ₹1,445 crore, up by 22% as against FY23-24. • The Core profit after tax for the financial year is ₹492 crore, up by 43% as compared to FY23-24. • The Profit after tax stood at ₹731 crore for FY24-25, down by 5% from FY23-24.
Q4 FY24-25 Financial Highlights Standalone • The Core income (Sale of Services) amounted to ₹296 crore in Q4FY24-25, up by 15% as against
Q4FY23-24.
• The Core profit after tax for Q4FY24-25 is ₹108 crore, up by 20% as compared to Q4FY23-24. • The Profit after tax stood at ₹124 crore for Q4FY24-25, down by 18% from Q4FY23-24. Consolidated • The Core income (Sale of Services) amounted to ₹360 crore in Q4FY24-25, up by 13% as against
Q4FY23-24.
• The Core profit after tax for Q4FY24-25 is ₹98 crore, up by 2% as compared to Q4FY23-24. • The Profit after tax stood at ₹87 crore for Q4FY24-25, down by 47% from Q4FY23-24.
Final dividend for FY2024-25 The Board of Directors of the Company has proposed a final dividend of ₹26 per equity share and an additional special dividend of ₹22 per equity share, taking overall final dividend to ₹48 per equity share for financial year 2024-2025. The same is subject to the approval of shareholders at the ensuing Annual General Meeting.
Commenting on the performance Mr. Imtaiyazur Rahman, Managing Director & Chief Executive Officer, UTI AMC said, “Financial Year 2025 has been an important one for UTI AMC in many aspects. The growth we witnessed reflects the resilience of our strategies and the confidence our investors have placed in us. We continue to have a strong hold in B30 cities vis-à-vis industry and to strengthen our presence further, we opened 68 new UTI Financial Centres across the length and breadth of the country.
Another key milestone was the 25th anniversary of our Nifty 50 Index Fund, a testament to the trust our investors and stakeholders have in us. Considering the increased demand for diversification, we launched UTI Quant Fund in January 2025, followed by two additional passive funds, expanding our range of innovative investment solutions.
Information Classification: UTI AMC - Public
We continue to offer competitive solutions to our investors and partners to make the most of the growth opportunities arising in this era of Viksit Bharat and create value for our stakeholders.”
PRESS RELEASE
Business Highlights for Q4 FY2024-25
• The total group AUM for UTI Asset Management Company stood at ₹21,05,349 crore.
• As on March 31, 2025, UTI MF’s quarterly average assets under management (QAAUM) was
₹3,39,750 crore.
• Equity Assets (Active + Passive) contributed 69% to UTI MF’s total average AUM.
• The ratio of equity oriented QAAUM and non-equity oriented QAAUM was 69:31 vis-à-vis industry
ratio of 60:40.
• Total live folios stood at 1.33 crore as on March 31, 2025.
• UTI AMC has geographical presence in 700 districts in India, amongst the highest in the industry.
Business Highlights Q4 FY2024-25
• Gross Inflow mobilized through SIP for the quarter ended March 31, 2025, stood at ₹2,215 crore.
SIP AUM as of quarter end stood at ₹37,591 crore, an increase of 22.26% as compared to March 31, 2024.
• Digital purchase transactions rose to 49.71 lakh, an increase of 42% as against quarter ended March
31, 2024.
About UTI Asset Management Company Limited
UTI Asset Management Company Limited (UTI AMC) is Investment Manager to UTI Mutual Fund. It is incorporated under the Companies Act, 1956 and was approved to act as an Asset Management Company for UTI Mutual Fund by SEBI on 14th January 2003. UTI AMC is registered as Portfolio Manager with SEBI and through its subsidiary it acts as Fund manager for AIF, among others. It also has a countrywide network of branches along with a diversified distribution network.
Mumbai 29th April 2025
Registered Office: UTI Tower, ‘Gn’ Block, Bandra - Kurla Complex, Bandra (E), Mumbai - 400 051. Phone: 022-66786666.
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
For media queries, please contact: Isha Srivastava @ isha.srivastava@uti.co.in
Corporate Office: UTI Tower, ‘Gn’ Block, Bandra-Kurla Complex, Bandra (East), Mumbai 400 051. Tel: 022 6678 6666 Website: www.utimf.com
UTI Asset Management Company Limited (Investment Manager for UTI Mutual Fund) E-mail: service@uti.co.in Corporate Identity Number (CIN) L65991MH2002PLC137867