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UTI Multi Asset Allocation Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.67 | 53.08 | 2.61 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.19 | 44.60 | 1.56 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| BSE 200 - TRI |
About Multi Asset Allocation Fund
Multi asset allocation funds invest in multi assets comprising of debt, equity and gold. The fund have minimum of 10% allocation in each asset class.
Peers & Comparison
HybridMulti Asset Allocation Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| UTI Multi Asset Allocation Fund | 28.83% | 17.60% | 10.47% |
| ICICI Pru Multi-Asset Fund | 24.42% | 18.88% | 17.01% |
| Kotak Multi Asset Allocation Fund | 24.57% | — | 23.31% |
| SBI Multi Asset Allocation Fund | 21.70% | 14.35% | 12.33% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- Reliance Industries Ltd3M change : 1.55 %
Holdings
3.62 %
1.55 % - Bharti Airtel Ltd3M change : 0.21 %
Holdings
2.58 %
0.21 % - Infosys Ltd3M change : 2.21 %
Holdings
2.50 %
2.21 %
AMC Profile
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
64
Total AUM
₹ 2,20,107.62 Cr.
Fund Manager Profile
Sharwan Kumar Goyal
AUM: ₹44,850.07 Cr.
|
Exp: 10yrs
Jaydeep Bhowal
AUM: ₹5,871.26 Cr.
|
Exp: —
Ayush Jain
AUM: ₹38,706.37 Cr.
|
Exp: 4yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
UTI Multi Asset Allocation Fund
3 weeks ago•UTI Mutual Fund
UTI Multi Asset Allocation Fund
1 month ago•UTI Mutual Fund
UTI Multi Asset Allocation Fund| Sharwan Goyal | UTI MF
3 months ago•UTI Mutual Fund
UTI Multi Asset Allocation Fund
4 months ago•UTI Mutual Fund
Ideal allocation in investor's portfolio and investment approach for UTI Multi Asset Allocation Fund
5 months ago•UTI Mutual Fund
Asset allocation strategy of UTI Multi Asset Allocation Fund
5 months ago•UTI Mutual Fund
UTI Multi Asset Allocation Fund (Erstwhile UTI Multi Asset Fund) | Invest in 3 Asset Classes
1 year ago•UTI Mutual Fund
UTI MF Market Insight -Equity | June 2023
1 year ago•UTI Mutual Fund
UTI Multi Asset Fund
1 year ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot – March 2021 – UTI Multi Asset Fund
3 years ago•UTI Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%