UTI Mutual Fund is managed by UTI Asset Management Company Ltd., one of India’s oldest and most trusted mutual fund houses, it was the first mutual fund in India, originally set up by the Government of India. Today, UTI AMC is a public company with strong institutional investors including LIC, SBI, PNB, and T Rowe Price (USA).
UTI Mutual Fund is one of the oldest and most trusted mutual fund houses in India, managed by UTI Asset Management Company Ltd. It was established in 1964 and has played a pioneering role in developing the Indian mutual fund industry.
Yes. UTI Mutual Fund is registered with the Securities and Exchange Board of India (SEBI) and operates fully under its guidelines.
UTI Mutual Fund offers:
Equity Funds
Debt Funds
Hybrid Funds
Liquid & Overnight Funds
Index Funds & ETFs
ELSS (Tax-saving Funds)
International & Thematic Funds
You can invest through:
Mobile App: UTI MF App
Banks and mutual fund distributors
CAMS/KFinTech platforms
Direct plan via AMC for lower expenses
Lump Sum: ₹5,000 (generally)
SIP (Systematic Investment Plan): ₹500/month in most schemes
Yes. SIPs are available across almost all schemes and are recommended for long-term and disciplined investing.
Yes. Open-ended schemes allow redemption any time (subject to exit load, if any). Redemption proceeds are typically credited within 1–3 working days.
Yes. Taxation depends on the type of fund:
Equity Funds:
STCG (<1 year): 15%
LTCG (> ₹1 lakh/year): 10%
Debt Funds:
Taxed at your income tax slab rate (per 2023 rules)
Yes. UTI Long Term Equity Fund (Tax Saving) is an ELSS scheme eligible under Section 80C, with a 3-year lock-in and potential for long-term capital growth.
Yes. As per SEBI norms, KYC is mandatory. Investors must provide PAN, identity proof, address proof, and complete e-KYC online if needed.
Yes. NRIs can invest in UTI Mutual Funds, subject to FEMA and RBI rules. Some schemes may not be available for USA and Canada residents due to regulatory restrictions.
Matrixx FinCorp is a trusted mutual fund distributor and financial advisory firm specializing in investment planning, tax-saving strategies, and portfolio management. It partners with leading AMCs like ABSLMF to offer handpicked schemes for clients.
Mutual Fund Investments (SIP/Lump Sum)
Tax-saving (ELSS) Planning
Retirement Planning
Children’s Education Funds
Portfolio Reviews & Risk Analysis
Customer Support & Documentation Assistance
Expert guidance by experienced professionals
Tailored investment suggestions
One-stop support for KYC, SIP, withdrawals, and tracking
No hidden charges – commission-based AMC model
You can reach us via:
📞 Phone: +91 9304530421
📧 Email: financefuture@matrixxfincorp.com
🌐 Website: matrixxfincorp.com
🏢 Office Location: Ramdas Bunglow, Road No. 03, Contrator Area, Back side of Time Out Restaurant, Bistupur, Jamshedpur, Jharkhand, Pincode – 831001 , India.
No. Matrixx FinCorp offers free advisory and support, as revenue is generated via trail commission from AMCs like ABSLMF.
Yes. From KYC to SIP auto-debit setup and fund monitoring, Matrixx FinCorp provides end-to-end investment support.