UTI PMS or Portfolio Management – Returns, Charges, Support & more
UTI PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.
With a rich legacy of trust and expertise, UTI Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.
In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.
| Total AUM | Rs.583 Cr. |
| Avg. 1 Year Return | 18.26% |
| Active Clients | 482 |
| No. of Strategies | 2 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 59 Years |
UTI PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
UTI Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
UTI PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by UTI Portfolio Management Services
Check out various strategies or Investment approaches provided by UTI Portfolio Managers.
| Strategy Name | Most Wanted Funds | Most Powerful Funds |
| Start Date | 28-Jun-17 | 11-May-18 |
| Category | Flexi Cap | Multi Cap |
| Benchmark | S&P BSE 500 | Nifty 50 |
| AUM (Rs.) | Not Disclosed | Not Disclosed |
| No. of Stocks | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 21.40% | 15.11% |
| 3 Yr. Return | 11.25% | 50.79% |
| 5 Yr. Return | 24.50% | 18.45% |
| Fund Manager | Mr. Amit Sharma | Mr. Ankit Agarwal |
Top Fund Managers of UTI PMS
#1
#2
#3
#4
#5
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Investment Facilities provided by UTI Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
UTI Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
UTI PMS Dashboard Link
Web Platform
UTI PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
UTI Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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UTI PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with UTI Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof