The Fund aims to achieve medium to long-term growth of the portfolio of assets through investing primarily in growth-oriented Indian stocks which are listed on the Bombay Stock Exchange and the National Stock Exchange in India.
Offers investors exposure to a high conviction portfolio (50-60 stocks) of growth-oriented Indian companies across different market caps that are listed on either the Bombay Stock Exchange and/or the National Stock Exchange in India.
Formerly known as the Unit Trust of India, UTI is one of India's largest asset managers and a pioneer in the country's asset management industry since 1964, with over $250 billion in assets under management. The firm is publicly listed on the National Stock Exchange of India and the Bombay Stock Exchange. The fund is led by portfolio manager Ajay Tyagi, Head of Equity at UTI Asset Management, who has over 25 years of investment experience. He is co-managed by Kamal Gada, who brings more than 18 years of investment experience. The team is further supported by eight additional fund managers with an average of over 20 years of industry experience, as well as 17 research professionals with an average of 10 years of experience.
The Fund has outperformed the MSCI India Index over multiple time periods with returns attributed to both beta exposure to Indian equities and alpha generation through a robust stock selection process.
Bottom-up selection of companies, focusing on understanding the microeconomics of businesses and adopting a long-term investment horizon with very low portfolio turnover. Agnostic to market developments and avoids market timing when it comes to cash levels, sector and stock-specific calls. Instead, there is an overall tilt to quality companies, with emphasis placed on the selection of mid and small cap stocks, which are the main drivers of alpha for the Fund.
Access to clean retail share class with no trailer fees to achieve the lowest possible fees
Investors looking for meaningful exposure to a concentrated portfolio of Indian companies can consider this Fund as a satellite allocation in tandem with a core portfolio. Investors should remain mindful that the Fund is a regional equity strategy and will likely experience periods of heightened volatility and drawdowns.
Daily data. Returns as of 07 Nov 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | -6.8% | -0.9% | -14.4% | 8.3% | -0.2% | 5.5% | 5.4% | 1.1% | -7.3% | 0.8% | - | - |
| 2025 | -4.5% | -5.1% | -7.8% | 7.3% | 4.1% | 1.5% | 4.0% | -4.3% | -0.6% | -1.9% | 2.9% | -1.0% | -2.5% |
| 2024 | 10.3% | -3.2% | -0.6% | 1.0% | 1.8% | 0.7% | 8.5% | 3.7% | 3.0% | 3.4% | -6.3% | 0.7% | -2.0% |
| 2023 | 18.8% | -1.9% | -1.7% | -1.3% | 3.7% | 4.4% | 5.1% | 0.9% | 0.1% | 0.4% | -3.4% | 5.6% | 5.9% |
| 2022 | -22.5% | -5.7% | -5.8% | 0.7% | -3.3% | -7.4% | -7.3% | 11.0% | 3.3% | -4.8% | -2.0% | 3.3% | -5.6% |
| Load more | 5 of 12 | ||||||||||||
| Eternal Ltd | 6.57% |
| ICICI Bank Ltd | 5.81% |
| Bajaj Finance Ltd | 5.54% |
| HDFC Bank Ltd | 4.61% |
| Titan Co Ltd | 3.94% |
| Coforge Ltd | 3.77% |
| Dixon Technologies (India) Ltd | 3.63% |
| Info Edge (India) Ltd | 3.59% |
| Persistent Systems Ltd | 3.46% |
| Kotak Mahindra Bank Ltd | 3.42% |
| Bharti Airtel Ltd | 3.37% |
| Avenue Supermarts Ltd | 2.83% |
| Mahindra & Mahindra Ltd | 2.46% |
| Dr. Lal PathLabs Ltd | 2.22% |
| Eicher Motors Ltd | 2.19% |
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