Dhan Saarthi

Lokesh Kulthia

Fund manager at UTI Mutual Fund

Lokesh Kulthia manages 33 mutual fund schemes at UTI Mutual Fund with combined assets of ₹2.01 lakh Cr. The largest are UTI Nifty 50 ETF, UTI BSE Sensex ETF and UTI Nifty 50 Index Reg Gr.

AUM of schemes managed
₹2.01 lakh Cr
Co-managed schemes count in full
Schemes
33
Fund house
UTI Mutual Fund
Largest category
Equity · 96%

Where the money sits

Share of assets managed, by fund category.

  • Equity96% · 31 schemes
  • Hybrid4% · 1 scheme

Funds managed by Lokesh Kulthia

Mutual fund schemes managed by Lokesh Kulthia, with AUM, expense ratio and 1, 3 and 5 year returns
UTI Nifty 50 ETFLarge Cap Fund · Very High RiskAUM₹73,302 CrExpense0.05%1Y-8.21%3Y6.39%5Y5.82%
UTI BSE Sensex ETFLarge Cap Fund · Very High RiskAUM₹57,099 CrExpense0.06%1Y-9.11%3Y5.04%5Y5.13%
UTI Nifty 50 Index Reg GrIndex Funds · Very High RiskAUM₹29,485 CrExpense0.37%1Y-8.47%3Y6.08%5Y5.52%
UTI Nifty200 Momentum 30 Index Reg GrIndex Funds · Very High RiskAUM₹8,513 CrExpense1.64%1Y-8.21%3Y7.80%5Y6.09%
UTI Nifty Next 50 Index Reg GrIndex Funds · Very High RiskAUM₹7,547 CrExpense0.88%1Y-0.44%3Y14.97%5Y9.10%
UTI Multi Asset Allocation Reg GrMulti Asset Allocation · High RiskAUM₹7,063 CrExpense1.86%1Y-1.61%3Y12.99%5Y11.28%
UTI Gold ETFSector - Precious Metals · High RiskAUM₹4,514 CrExpense0.59%1Y15.31%3Y34.97%5Y23.89%
UTI Nifty Bank ETFSector - Financial Services · Very High RiskAUM₹3,101 CrExpense0.20%1Y-1.32%3Y8.69%5Y7.96%
UTI Nifty Next 50 ETFLarge Cap Fund · Very High RiskAUM₹2,330 CrExpense0.19%1Y0.26%3Y15.80%5Y9.88%
UTI Silver Exchange Traded FundSector - Precious Metals · Very High RiskAUM₹1,546 CrExpense0.59%1Y18.95%3Y42.36%5Y–
UTI Gold ETF Fund of Fund Reg GrSector - Precious Metals · Very High RiskAUM₹1,517 CrExpense0.46%1Y13.45%3Y34.04%5Y–
UTI Quant Reg GrSectoral/ Thematic · Very High RiskAUM₹1,489 CrExpense2.13%1Y-5.32%3Y–5Y–
UTI Nifty 500 Value 50 Index Reg GrIndex Funds · Very High RiskAUM₹846 CrExpense1.28%1Y2.72%3Y18.38%5Y–
UTI Silver ETF Fund of Fund Reg GrSector - Precious Metals · Very High RiskAUM₹655 CrExpense0.46%1Y18.38%3Y41.01%5Y–
UTI Nifty200 Quality 30 Index Reg GrIndex Funds · Very High RiskAUM₹553 CrExpense1.14%1Y-6.45%3Y–5Y–
UTI BSE Low Volatility Index Reg GrIndex Funds · Very High RiskAUM₹453 CrExpense0.95%1Y-10.46%3Y5.10%5Y–
UTI Nifty Midcap 150 Qual 50 Idx Reg GrIndex Funds · Very High RiskAUM₹270 CrExpense1.19%1Y-5.55%3Y6.76%5Y–
UTI Nifty Private Bank Index Reg GrIndex Funds · Very High RiskAUM₹239 CrExpense1.05%1Y-0.62%3Y–5Y–
UTI BSE Sensex Index Fund Reg GrIndex Funds · Very High RiskAUM₹195 CrExpense0.33%1Y-9.36%3Y4.75%5Y–
UTI Nifty50 Equal Weight Index Reg GrIndex Funds · Very High RiskAUM₹153 CrExpense0.92%1Y-4.15%3Y9.42%5Y–
UTI Nifty Midsmallcap 400 Momt Qlty 100 Indx Reg GrIndex Funds · Very High RiskAUM₹134 CrExpense1.41%1Y2.19%3Y–5Y–
UTI Nifty500 Shariah Index Reg GrIndex Funds · Very High RiskAUM₹88 CrExpense1.09%1Y–3Y–5Y–
UTI Nifty Midcap 150 Index Reg GrIndex Funds · Very High RiskAUM₹79 CrExpense1.09%1Y-0.47%3Y–5Y–
UTI Nifty Alpha Low-Vltlty 30 Idx Reg GrIndex Funds · Very High RiskAUM₹70 CrExpense1.34%1Y-7.37%3Y–5Y–
UTI BSE Sensex Next 50 ETFLarge Cap Fund · Very High RiskAUM₹34 CrExpense0.38%1Y-2.00%3Y14.35%5Y11.51%
UTI Nifty India Manufacturing Idx Reg GrIndex Funds · Very High RiskAUM₹32 CrExpense1.17%1Y0.68%3Y–5Y–
UTI BSE Housing Index Reg GrIndex Funds · Very High RiskAUM₹24 CrExpense1.06%1Y-12.12%3Y4.91%5Y–
UTI Nifty Midcap 150 ETFMid Cap Fund · Very High RiskAUM₹13 CrExpense0.29%1Y0.27%3Y13.29%5Y–
UTI Nifty IT ETFSector - Technology · Very High RiskAUM₹7 CrExpense0.35%1Y-11.34%3Y–5Y–
UTI BSE India Sector Leaders ETFIndex FundsAUM–Expense–1Y–3Y–5Y–
UTI BSE India Sector Leaders Idx Reg GrIndex Funds · Very High RiskAUM–Expense–1Y–3Y–5Y–
UTI Nifty 500 Exchange Traded FundIndex Funds · Very High RiskAUM–Expense–1Y–3Y–5Y–
UTI Nifty 500 Index Reg GrIndex Funds · Very High RiskAUM–Expense–1Y–3Y–5Y–

These are each scheme's returns for the plan shown, not Lokesh Kulthia's personal track record: a manager may not have run a scheme for the whole period. “–” means the scheme has no return for that period yet, usually because it is younger. AUM is each scheme's total, including assets run by its co-managers. Past returns do not guarantee future returns.

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Other fund managers at UTI Mutual Fund

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Lokesh Kulthia: frequently asked questions

Which mutual funds does Lokesh Kulthia manage?

Lokesh Kulthia manages 33 mutual fund schemes at UTI Mutual Fund. The largest by assets are UTI Nifty 50 ETF (₹73,302 Cr), UTI BSE Sensex ETF (₹57,099 Cr) and UTI Nifty 50 Index Reg Gr (₹29,485 Cr). The full list, with returns, expense ratio and risk level for each scheme, is on this page.

How much money does Lokesh Kulthia manage?

The schemes Lokesh Kulthia manages or co-manages hold ₹2.01 lakh Cr in total. A co-managed scheme counts in full for each of its managers, so this is the size of the schemes Lokesh Kulthia is named on, not money managed alone.

Which fund house does Lokesh Kulthia work for?

Lokesh Kulthia is a fund manager at UTI Mutual Fund. Other fund managers at UTI Mutual Fund include Sharwan Goyal, Ayush Jain and Amit Sharma.