#India #Singapore #UTI Investments #UTI India Dynamic Equity Fund #Ajay Tyagi

UTI Investments Celebrates a Milestone

UTI Investments, the global arm of UTI Asset Management Company, proudly marks its 10-year anniversary of its flagship UTI India Dynamic Equity Fund (IDEF). Alongside this significant milestone, the firm has unveiled a refreshed brand identity designed to resonate more effectively with investors around the globe.

Since its inception in July 2015, the UTI India Dynamic Equity Fund has remained steadfast to its philosophy centered on quality growth, delivering consistent results through disciplined execution. Under the capable management of Ajay Tyagi, who boasts over two decades of experience, the fund employs a bottom-up, buy-and-hold strategy. This strategy includes a multi-cap allocation approach and a low turnover rate within its portfolio. This disciplined methodology has allowed the fund to capture India's structural growth narrative, with more than 80% of its current positions held for over five years.

Ajay Tyagi shared his insights on the fund's journey, stating, “When we launched the UTI India Dynamic Equity Fund in 2015, our proposition to global investors was straightforward: to participate in one of the fastest-growing emerging markets, where strong economic growth would translate into robust profit growth for decades to come.” Reflecting on the last decade, he expressed satisfaction with the outcomes. The Indian GDP has grown at a compound annual growth rate (CAGR) of approximately 6%, with broad market earnings increasing by around 11% in Indian Rupees and about 7.5% in USD. Notably, the fund has delivered an annualized return of roughly 10% in dollar terms. Tyagi emphasizes, “We truly believe that we are merely at the beginning of this multi-decade journey.”

Key factors driving India's growth include its youthful population, the rising middle class, and increasing per capita income, all contributing to a sustainable long-term investment landscape. The fund has demonstrated resilience across different market cycles by adhering closely to its core values of investing in companies with strong balance sheets, high capital returns, and sustainable profit growth.

Praveen Jagwani, CEO of UTI Investments, elaborated on the secret behind IDEF’s success, stating, “The success of IDEF derives from a consistent philosophy and patience in its execution.” As part of the celebration of this decade-long journey, the company has also presented its new brand identity. The redesigned logo integrates the core investments, making the company's mission easily recognizable to global investors. Jagwani further added, “Just as IDEF has exemplified resilience and conviction over the years, our brand renewal encapsulates continuity with evolution rooted in India that resonates worldwide.”

The new logo represents UTI's ambition to become the preferred India specialist for global investors while honoring its legacy as India’s pioneering asset manager. Despite the evolution of its visual identity, the legal name remains UTI International, which reflects the same dedication that has guided the IDEF for the past ten years—disciplined research, client-centricity, and long-term wealth creation.

UTI Investments remains committed to its strong presence in Europe, believing in the long-term value of relationships with clients and assisting them in capitalizing on the evolving economic story of India. As India's prominence in global portfolios continues to rise, UTI Investments sharpens its identity to seize the moment, commemorating a decade of investment through IDEF and stepping confidently into the future with a brand that embodies clarity, ambition, and trust.

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