UTI Asset Management Company represents a significant milestone in India's financial history, as UTI Mutual Fund was launched by the Government of India in 1963, making it the first mutual fund in India established by an Act of Parliament. With successful years of service, UTI Asset Management Company Limited has emerged as the leading asset management company in India.
UTI Asset Management Company (P) Ltd. was incorporated on November 14, 2002 and is based in Mumbai, India. The company has established itself as a prominent player in the asset management industry, managing diverse investment portfolios across multiple asset classes and serving millions of investors nationwide.
UTI Asset Management Company (UTI AMC) is one of India's leading asset management companies. It manages mutual funds, portfolio management services, and retirement solutions for individual and institutional investors. UTI Asset Management Company (P) Ltd. is a privately owned investment manager. It manages mutual funds for its clients. The firm invests in money market, fixed income, and public equity markets of India.
The company operates through multiple business segments including mutual funds, alternative investment funds, retirement solutions, and portfolio management services. As of March 31, 2024, UTI AMC manages a total asset under management (AUM) of Rs 18.48 lakh crore across various business segments like mutual funds, alternative investment funds, retirement business and portfolio management services. The fund managers at UTI Asset Management, which manages the Mutual Funds, have divested widely and are involved in a wide array of businesses, including retirement solutions, portfolio management solutions, International Banking and alternative assets management.
In the Mutual Fund industry, it commands a market share of 5.04% on a QAAUM basis(FY25), it also has an overall Market Share of 27.4% in the National Pension System. It is the eighth-largest mutual fund house in India by asset size. The company has built a strong presence in the pension fund management sector, establishing itself as a trusted partner for retirement planning solutions.
The company has a wide geographical presence with operations in 697 districts across India and international presence in over 35 countries. UTI AMC has a strong distribution network with 67,600 empanelled mutual fund distributors, national distributors and banks. This extensive network enables the company to reach investors across urban and rural areas, contributing to its significant market reach.
The market cap of UTI Asset Management Company Ltd (UTIAMC) is ₹16529.79 Cr as of 1st July 2025. The company has demonstrated resilient financial performance with consistent revenue generation from its diversified business portfolio.
Recent financial highlights show mixed results for Q4 FY25:
- Revenue: ₹375.91Cr as on March 2025 (Q4 FY25)
- Net Profit: ₹101.99Cr as on March 2025 (Q4 FY25)
- Net profit of UTI Asset Management Company declined 46.26% to Rs 87.46 crore in the quarter ended March 2025 as against Rs 162.76 crore during the previous quarter ended March 2024.
- Sales declined 9.65% to Rs 375.91 crore in the quarter ended March 2025 as against Rs 416.08 crore during the previous quarter ended March 2024.
For the full fiscal year FY25, the company showed more balanced performance:
- For the full year,net profit declined 4.47% to Rs 731.49 crore in the year ended March 2025 as against Rs 765.68 crore during the previous year ended March 2024.
- Sales rose 6.57% to Rs 1851.09 crore in the year ended March 2025 as against Rs 1736.96 crore during the previous year ended March 2024.
T. Rowe Price Group Inc. has acquired 26% stake in UTIAMC in 2020 with directors from the group entering UTIAMC Board. UTI Mutual Fund has five large institutional partners: SBI, Bank of Baroda, Punjab National Bank, LIC, and T Rowe Price Group Inc. Out of them, each PSU bank holds 18.24% of shares; while T Rowe Price Group Inc. holds 23% of shares in the UTI Mutual Fund AMC. This strong institutional backing provides stability and credibility to the company's operations.
UTI AMC has made significant investments in digital platforms, including a new website, mobile app and digital enablers for seamless transactions. They have witnessed a growing adoption of digital channels, with 49% of the total transactions being digital and a 9.24% year-on-year increase in digital purchase transactions as of March 31, 2024. This digital transformation strategy positions the company well for the evolving investment landscape and changing investor preferences.
The Co. was the first to launch Equity Mutual Fund, Children's Plan. UTI Mutual Fund launched UTI Mastershare in 1986, making it one of the longest-running schemes in the industry. In 1971, UTI Mutual Fund was the first to offer a Unit Linked Insurance Plan (ULIP) covering life and accident. The fund introduced India's first Offshore fund, known as the 'India Fund', in 1986.
The company has launched several funds such as UTI Focused Equity Fund, UTI BSE Sensex Index Fund, UTI SP BSE Low Volatility Index Fund and UTI Midcap 150 Quality 50 Index Fund in 2021-22 with successful subscriptions. This demonstrates the company's continued innovation in product development and its ability to adapt to market needs.
The 52-week high of UTI Asset Management Company Ltd (UTIAMC) is ₹1403.65 and the 52-week low is ₹905. The P/E (price-to-earnings) ratio of UTI Asset Management Company Ltd (UTIAMC) is 22.60. The P/B (price-to-book) ratio is 3.32. Company is almost debt free.
UTI AMC's stock performance reflects the company's established market position and investor confidence in India's growing mutual fund industry. The company's strong fundamentals, combined with its historical significance and strategic partnerships, make it a notable player in the asset management sector for investors seeking exposure to India's financial services growth story.
