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← CockpitCompetitor Analysis › UTIAMC.NS UTI Asset Management Co.Open in the cockpit ↗

UTI Asset Management Co.UTIAMC.NSCompetitor analysis, valuation and peers

India · INR·Financials›Investment Managers

One of India's oldest mutual fund managers, originally government-promoted, managing equity, debt and pension funds.

Momentum weak 34
Mkt cap
$1.13B
US dollars, full cap
Free float
65%
of shares outstanding
$/day
$806,414
20-day average traded
Fwd P/E
14.3×
forward earnings
ROIC−WACC
n/a
WACC 14.3%
Hurdle
n/a
no reverse DCF
Next earnings
77 days
22 Jan 2027
Close · INR₹833.05
1D-0.2%
1W+2.8%
1M-6.6%
3M-7.5%
6M-14.6%
YTD-26.2%
1Y-33.2%
ATR %2.6%
Beta0.99
52w lowhigh33.9% off high

What UTI Asset Management does

One of India's oldest mutual fund managers, originally government-promoted, managing equity, debt and pension funds.

Earns a management fee that is a share of the assets it runs, so income rises with market levels and new money and falls when markets drop; equity funds charge more than debt funds. Pension management and a small international business are separate fee lines, and state-owned lenders and the insurer LIC are among shareholders.

Products and services

  • Equity mutual funds
  • Debt/fixed income funds
  • Pension fund management (NPS)

Customers

  • Retail mutual fund investors
  • Institutional investors
  • NPS subscribers

Where it sits in the supply chain

  • Financial services
  • Asset management
  • Mutual fund & pension fund management

What could go right

  • Rising mutual fund penetration/SIP flows in India
  • NPS pension AUM growth

What could go wrong

  • Market-share loss to faster-growing private AMCs
  • AUM-linked fee compression (passive shift)

Moat: narrow (brand, scale, distribution). Legacy brand trust and long operating history, though losing share to newer, faster-growing private AMCs.

Headquarters: Mumbai, India · Founded: 2003 · Employees: 1,803

Named competitors

UTI Asset Management at a glance

Size UTI Asset Management (UTIAMC.NS) is an India Financials company (Investment Managers) with a market value of $1.13B, the 562nd largest of 1,058 India companies the cockpit tracks. Shares closed at ₹833.05 on 6 Nov 2026.

Performance Over six months the shares fell 14.6%, against -11.5% for the median peer and 0.0% for the India market (cap-weighted) — 10th lowest of 20 in its peer set.

Growth Revenue fell 1.5% over the last twelve months (peer median +5.9%); the operating margin is 47.0% (peer median 25.5%).

Valuation It trades at 14.3× forward earnings against a peer median of 10.7× (7th most expensive of 18).

Next results Next results expected around 22 Jan 2027 (exchange calendar; dates can move).

Relative performance

9010011 May 202611 Aug 20266 Nov 2026Peer median 89UTIAMC.NS 85
Six months, rebased to 100: UTI Asset Management against the median of its 20 peers (local-currency closes).

UTI Asset Management financials

Reported figures in INR; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₹17.3B₹17.0B₹16.9B₹13.8B₹12.5B
Revenue growth—0%+22%+10%—
Gross profit₹16.6B₹16.0B₹15.9B₹13.0B₹11.6B
EBITDA₹8.66B₹8.31B₹11.2B₹10.5B₹6.45B
Net income₹4.80B₹4.04B₹7.31B₹7.66B₹4.37B
Free cash flown/a₹3.64B₹5.06B₹2.10B₹3.08B
Capital expendituren/a₹682M₹698M₹1.47B₹1.09B
Total debt₹1.38B₹1.41B₹1.42B₹1.39B₹1.13B

Quarterly statements and history in the cockpit →

UTI Asset Management competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%+40%-20%0%+20%0165RPCPRUDENT000567XPSMLCFMPWPMLPPPTGDG9636POLRABXNGICODICNIANTINVRTSPAXUTIAMC.NS6-month return →1-month return →
Up and to the right = strong over both horizons. UTI Asset Management is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%20×40×RPCPRUDENT000567XPSPWPMLPPPTGDG9636POLRABXNGICODIANTINVRTSUTIAMC.NSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. UTI Asset Management is the large dot.

UTI Asset Management competitors and peer comparison

Head to head with its named competitors (UTIAMC.NS vs HDFCAMC.NS vs ABSLAMC.NS vs NAM-INDIA.NS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
UTI Asset Management UTIAMC.NS$1.13B-15%-1%47%14.3×n/a
HDFC Asset Management HDFCAMC.NS$12.0B-7%+12%80%35.5×n/a
Aditya Birla Sun Life Amc ABSLAMC.NS$2.68B-19%+4%60%23.9×n/a
Nippon Life India Asset Management NAM-INDIA.NS$7.22B-4%+23%68%39.1×n/a

How UTI Asset Management compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

UTI Asset Management against its 20 peers (data as of 6 Nov 2026)
MeasureUTIAMC.NSPeer medianRank in peer set
1-month return-6.6%+3.0%9th lowest of 20
6-month return-14.6%-11.5%10th lowest of 20
Distance from 52-week high-33.9%-30.9%10th lowest of 20
Revenue growth (TTM)-1.5%+5.9%6th lowest of 21
Operating margin47.0%25.5%6th highest of 21
Forward P/E14.3×10.7×7th most expensive of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
UTI Asset Management UTIAMC.NSIndia$1.13B-15%-1%47%14.3×n/an/a
EAAA India Alternatives EDELALTS.NSIndia$1.15Bn/a+13%62%n/an/an/a
China Everbright 0165.HKHong Kong$1.08B-25%+3%-69%n/an/an/a
Ridgepost Capital RPCUnited States$1.07B+11%+8%27%9.0×n/an/a
Prudent Corporate Advisory Services PRUDENT.NSIndia$1.28B-1%+21%24%41.1×n/an/a
Hainan Haide Capital Management 000567.SZChina$1.29B-34%+136%73%10.7×n/an/a
XPS Pensions XPS.LUnited Kingdom$966M+19%+13%16%14.8×n/an/a
CFM Indosuez Wealth MLCFM.PAFrance$964M+30%-19%30%n/an/an/a
Perella Weinberg Partners PWPUnited States$1.35B-26%+2%6%9.6×n/an/a
Mlp MLP.DEGermany$1.40B+46%+4%10%15.5×n/an/a
Perpetual PPT.AXAustralia$1.42B+11%-16%10%12.5×n/an/a
Generation Development GDG.AXAustralia$897M-23%+66%104%27.4×n/an/a
JF SmartInvest 9636.HKHong Kong$1.47B-36%-23%-5%18.8×n/an/a
Polar Capital POLR.LUnited Kingdom$872M-8%+19%29%7.1×n/an/a
Abacus Global Management ABXUnited States$859M-3%+64%33%7.8×n/an/a
Navigator Global Investments NGI.AXAustralia$858M-21%+2%11%7.8×n/an/a
Compass Diversified CODIUnited States$851M-9%+8%5%18.5×n/an/a
Centuria Capital CNI.AXAustralia$848M-25%+3%56%9.4×n/an/a
Antin Infrastructure Partners ANTIN.PAFrance$1.52B-25%-12%48%13.4×n/an/a
Virtus Investment Partners VRTSUnited States$843M-12%-5%15%6.0×n/an/a
Patria Investments PAXUnited States$1.55B-23%+9%36%6.8×n/an/a

Questions

Who are UTI Asset Management's main competitors?
Named competitors: HDFC Asset Management (HDFCAMC.NS), Aditya Birla Sun Life AMC (ABSLAMC.NS), Nippon Life India Asset Management (NAM-INDIA.NS). The cockpit's measured peer set (industry) also includes EAAA India Alternatives (EDELALTS.NS), China Everbright (0165.HK), Ridgepost Capital (RPC), Prudent Corporate Advisory Services (PRUDENT.NS), Hainan Haide Capital Management (000567.SZ), XPS Pensions (XPS.L).
Is UTI Asset Management expensive compared with its peers?
On forward p/e it trades at 14.3× against a peer median of 10.7×, 7th most expensive of 18 in its peer set.
How has UTI Asset Management stock performed?
Over six months to 6 Nov 2026 the shares returned -14.6% against -11.5% for the median peer; over one year -33.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.