UTI

Our Commitment to Value Creation

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Our strong commitment to continually create value motivates us to fulfil our promises to become the most favoured asset manager, the leading employer, and a responsible corporate entity. We are committed to achieving excellence on the performance metrics associated with our responsibilities towards different stakeholder groups, including investors, employees, government officials, and industry organisations. We intend to add value holistically through innovative mediums beyond our evolving product range.

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Financial Capital

Our strong capital base comprises the financial resources which help create higher returns for our investors.

Human Capital

Our human capital consists of a diverse set of people with special skills and experience suitable for adhering to stakeholder needs.

Intellectual Capital

Our intellectual capital comprises technology-backed infrastructure and well-established platforms to process investment decisions, manage risks and deliver seamless customer service.

Social and Relationship Capital

Our social and relationship capital is built on our strong and long-standing relationships with our key stakeholder groups.

Natural Capital

Our operations’ direct usage and impact on natural resources, such as energy, water, climate, and our influence through our economic activities.

Capital Employed: ₹ 3,867.84 crore

Total Number of Employees: 1,377
New Hires: 216
Employee Benefit Cost: ₹ 414.53^* crore
Different Skill Sets and Backgrounds
Training and Development Cost: ₹ 2.13 crore

*consolidated

Investment towards Digitalisation: ₹ 4.39 crore
24x7 Digital Channels
UTI Buddy: Office-on-the-go App and Web Interface for MFDs
No. of Digital Marketing Campaigns, Multi-media Marketing Platform for Email, SMS, Push Notifications and Many Others: 1,000+
Digital KYC: Paperless and Contactless KYC process
Amount disbursed through Insta Brokerage Module on UTI Buddy App: ₹ 9.4 crore

No. of UTI Financial Centres (UFCs) in India: 166
Districts Present in: 697
District Associates: 210
MF Distributors: ~ 62,500
Taxes Paid: ₹145.94 crore
Amount Spent on CSR Activities: ₹ 9.92^* crore

*consolidated

Signatory to United Nations – Principles of Responsible Investing Framework
Adopted Paperless Office System, Smart e-Approval System
Implemented sensor-based water faucets, sensor-based lighting
All meeting rooms in corporate office equipped with motion sensor-based lighting and AC on touchpad control

Key-Value Drivers

Vision

To be the most preferred Asset Manager

Mission

The most trusted brand, admired by all stakeholders
Enable our customers to achieve their financial goals
Asset Manager with a diverse suite of products and global presence
Be the employer of first choice
A socially responsible organisation, known for the best corporate governance

Our Offerings

68 Mutual Fund Schemes Managed

Active Strategies

Equity
Fixed Income and Liquid
Hybrid
Solutions

Passive Strategies

ETFs
Index
FoF

Key Strategies Fostering Value Creation

Prudent Investment Management Process
Geographical Spread Across the Country
Attracting the Right Opportunities through Partnerships
Growth of International, Retirement and Alternate Business
Leveraging Digital Adoption
Consistent Development of Human Capital

Return to Shareholders and Investors

Revenue from Operations: ₹ 1,266.86 crore
ROE: 11.68%
ROA: 10.72%
PAT: ₹ 437.36 crore
Dividend Declared: ₹ 22 per share
EPS: ₹ 34.45 (Basic EPS); ₹ 34.44 (Diluted EPS)

UTI MF’s Employee Retention Rate: 84.69%
Amount spent on employee benefits: ₹ 414.53* crore
Amount spent towards training needs of employees: ₹ 2.13 crore
Robust Fund Management Capabilities

*consolidated

No. of Digital Transactions: 1.41 crore
% Sales done through digital platforms in FY: 2022-23: 94.7%
We envisage using analytical tools and our digital marketing platform to identify and capitalise on cross-selling and upselling opportunities
Number of Purchase Transactions through Digital grew by 24% in FY 2022-23