#Singapore #UTI Investments #Ajay Tyagi #IDEF

UTI Investments Marks 10 Years of Excellence

UTI Investments, the global arm of UTI Asset Management Company (AMC), is celebrating a remarkable milestone: the 10th anniversary of its flagship product, the UTI India Dynamic Equity Fund (IDEF). This celebration not only highlights a decade of achievements but also introduces a refreshed global brand identity aimed at attracting international investors.

Since its inception, UTI has been a pioneer in bringing India-focused investment opportunities to Europe, and the IDEF has remained loyal to its growth philosophy. Over the past ten years, the fund has consistently delivered solid returns thanks to a disciplined implementation strategy, retaining over 80% of its portfolio positions for more than five years. Managed by Ajay Tyagi, a seasoned portfolio manager with two decades of experience at UTI AMC, the fund adopts a bottom-up, buy-and-hold strategy, diversified across multiple market caps with minimal portfolio turnover.

Ajay Tyagi reflects on the fund's journey: "When we launched the UTI India Dynamic Equity Fund in 2015, we offered global investors access to one of the fastest-growing emerging markets, anticipating robust economic growth for decades. As we celebrate ten years, we find reassurance in our results. India's GDP has grown at a CAGR of approximately 6%, while broad market earnings have increased by about 11% in INR (~7.5% in USD), and the fund has achieved an annual dollar-based return of around 10%. Yet, we believe we are only at the beginning of this long journey. India’s growth, propelled by a young workforce, an expanding middle class, and rising per capita incomes, continues to accelerate. The future is very promising for long-term investors willing to stay the course."

Resilience has characterized the fund through various market cycles, consistently focusing on companies with strong balance sheets, high capital returns, and sustainable profit growth. Praveen Jagwani, CEO of UTI Investments, emphasized, "The success of IDEF lies in the consistency of our philosophy and the patience in execution. As we celebrate this ten-year journey, it is fitting that we also unveil our new brand identity. Our new logo integrates our core investments, ensuring our mission is instantly recognizable to global investors. Just as IDEF stands for resilience and conviction, our brand refresh communicates continuity with an evolution rooted in India that resonates globally."

The updated logo not only highlights UTI’s aim to become the preferred India specialist for global investors but also honors its legacy as a pioneering asset manager in India. While the visual identity evolves, the company’s legal name remains UTI International, reflecting the same commitment that has guided IDEF over the past ten years—disciplined research, customer focus, and long-term wealth creation.

As India solidifies its position as a critical allocation in global portfolios, UTI Investments sharpens its identity to meet the moment. This decade of connection through IDEF is celebrated with confidence as they move forward with a brand that embodies clarity, ambition, and trust.