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    UTI (Unit Trust of India) : Likhith M N USN:1DA18MBA20

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    Lïkïth Räj
    The Unit Trust of India (UTI) was established in 1964 by the government of India to promote savings from small investors and give them an opportunity to benefit from pooled investments. UTI has objectives of pooling savings and providing investment opportunities to lower and middle-class investors. It fulfills these objectives by selling units across India, converting small savings into industrial finance, and providing liquidity, merchant banking, and advisory services. UTI also establishes various investment schemes like its flagship Unit Scheme launched in 1964, and schemes targeting children's savings, senior citizens, and sector-specific funds.

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    UTI (Unit Trust of India) : Likhith M N USN:1DA18MBA20

    Uploaded by

    Lïkïth Räj
    319 views9 pages
    The Unit Trust of India (UTI) was established in 1964 by the government of India to promote savings from small investors and give them an opportunity to benefit from pooled investments. UTI has objectives of pooling savings and providing investment opportunities to lower and middle-class investors. It fulfills these objectives by selling units across India, converting small savings into industrial finance, and providing liquidity, merchant banking, and advisory services. UTI also establishes various investment schemes like its flagship Unit Scheme launched in 1964, and schemes targeting children's savings, senior citizens, and sector-specific funds.

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    UTI

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    Uit

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    The Unit Trust of India (UTI) was established in 1964 by the government of India to promote savings from small investors and give them an opportunity to benefit from pooled investments. UTI has objectives of pooling savings and providing investment opportunities to lower and middle-class investors. It fulfills these objectives by selling units across India, converting small savings into industrial finance, and providing liquidity, merchant banking, and advisory services. UTI also establishes various investment schemes like its flagship Unit Scheme launched in 1964, and schemes targeting children's savings, senior citizens, and sector-specific funds.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    319 views9 pages

    UTI (Unit Trust of India) : Likhith M N USN:1DA18MBA20

    Uploaded by

    Lïkïth Räj
    The Unit Trust of India (UTI) was established in 1964 by the government of India to promote savings from small investors and give them an opportunity to benefit from pooled investments. UTI has objectives of pooling savings and providing investment opportunities to lower and middle-class investors. It fulfills these objectives by selling units across India, converting small savings into industrial finance, and providing liquidity, merchant banking, and advisory services. UTI also establishes various investment schemes like its flagship Unit Scheme launched in 1964, and schemes targeting children's savings, senior citizens, and sector-specific funds.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 9

    UTI

    (Unit Trust of India)

    Likhith M N
    USN:1DA18MBA20
    INTRODUCTION
     The Unit Trust of India(UTI) was
    established on 1st February, 1964 under the
    “Unit Trust of India Act,1963” by the
    government of India

     In 1978 delinked from RBI and IDBI took the


    regulatory and administrative control.
    OBJECTIVES
    There are two primary objectives of UTI :-
    (i) To promote and pool the savings from small
    investors.
    (ii) To give them an opportunity to share the
    benefits.
    FUNCTIONS
    To encourage savings of lower and middleclass
    people.
    To sell units to investors in different parts of
    the country.
    To convert the small savings into industrial
    finance.
    To provide liquidity to units.
    To provide merchant banking and investment
    advisory service.
    To formulate unit scheme or insurance plan.
    Schemes of UTI
     Unit scheme—1964.
     Unit Linked Insurance Plan—1971.
     Children Gift Growth Fund Unit Scheme—1986.
     Rajyalakhmi Unit Scheme—1992.
     Senior Citizen’s Unit Plan—1993.
     Monthly Income Unit Scheme.
     Master Equity Plan—1995.
     Money Market Mutual Fund—1997.
     UTI Growth Sector Fund—1999.
     UTI - Unit Linked Insurance Plan
    Children Gift Growth Fund Unit Scheme—1986 Unit Scheme—1964
    Advantages of UTI
    Good opportunity for small investors
    Wide choice of schemes
    Safe investments
    Steady incomes
    Expert handlings
    Tax concession
    Liquidity
    Disadvantages of UTI
     There are costs over and above those you'd
    pay if you were investing directly.
     Unit trusts may not be as liquid as some
    other investments.
    THANK YOU

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