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UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

  • Hybrid
  • Multi Asset Allocation
  • Very High
  • Current NAV

    ₹63.09 0.0204%

    18-03-2024
  • Annual Returns

    39.41%

  • Min. SIP ₹500

    Min. Investment ₹5000

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Calculate SIP Returns of UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Monthly SIP Target Amount

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Annual returns
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Annual returns
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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W -1.89% -1.65% -2.09%
1M 1.31% 0.45% 0.54%
3M 8.08% 4.25% 2.82%
6M 19.3% 10.63% 9.45%
1Y 39.41% 28.28% 31.25%
2Y 20.9% 15.9% 16.31%
3Y 16.13% 15.87% 15.17%
5Y 13.38% 16.23% 15.36%
ALL 12.76% 10.2% 14.05%

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Risk scale

Very High

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Fund Managers

Sunil Patil
Sunil Patil

Fund Manage - 3

Total AUM. - 1479Cr.

Sharwan Kumar Goyal
Sharwan Kumar Goyal

Fund Manage - 8

Total AUM. - 19161Cr.

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Portfolio Analysis

Equity55.26% Debt13.21% Others12.17%

Market Cap

Top 5 Sectors

Automobile

Financial

Energy

Capital Goods

Construction

Top 5 Companies

Larsen & Toubro Ltd.

NTPC Ltd.

Tata Motors Ltd.

ITC Ltd.

Axis Bank Ltd.

Market Cap

Top 5 Sectors

Sovereign

Financial

Others

Top 5 Companies

7.41% GOI 19/12/2036

7.18% GOI 24/07/2037

6.54% GOI 17/01/2032

7.18% GOI 14/08/2033

7.99% HDB Financial Services Ltd. 16/03/2026

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From

UTI Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option -1.82% 8.78% 28.58% 63.82% 0%
UTI-Transpotation and Logistics Fund-Growth Option -0.27% 8.87% 19.82% 55.88% 17.74%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option -0.21% 11.68% 25.9% 55.11% 15.85%
UTI Healthcare Fund - Regular Plan - Growth Option -2.93% 9.06% 16.53% 53.69% 20.55%
UTI Infrastructure Fund-Growth Option -0.36% 7.12% 19.94% 47.68% 18.23%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option -0.36% 5.26% 13.21% 46.06% 18.14%
UTI S&P BSE Low Volatility Index Fund - Regular Plan - Growth Option -0.09% 10.7% 19.33% 44.82% 0%
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option 1.31% 8.08% 19.3% 39.41% 13.38%
UTI-Dividend Yield Fund.-Growth -1.87% 5.14% 13.92% 39.24% 16.93%
See More About UTI Mutual Fund

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Suitability

This fund is suitable for those investors
  • PurposePurpose
  • Ideal for a wide range of investors seeking investment opportunities from short to long periods, offering a versatile approach to wealth accumulation.
  • StrategyStrategy
  • Utilizes a combination of equity and debt investments, dynamically adjusting the mix to respond to market conditions, aiming to optimize returns while minimizing risk.
  • DurationDuration
  • A recommended minimum investment period of 1-3 years allows investors to benefit from both the growth potential of equities and the stability of fixed-income securities through various market phases.
  • Risk ToleranceRisk Tolerance
  • Anticipates low volatility due to the diversified blend of equities and fixed-income securities, with the fund
  • Returns ExpectationReturns Expectation
  • Targets a balanced compounded annual growth rate (CAGR) of 10-15%, offering a harmonious blend of stability and growth potential.

Frequently Asked Questions

What is the current NAV of UTI Multi Asset Allocation Fund - Regular Plan - Growth Option?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of UTI Multi Asset Allocation Fund - Regular Plan - Growth Option as of 18-03-2024 is 63.0917.

What is the expense ratio of UTI Multi Asset Allocation Fund - Regular Plan - Growth Option?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of UTI Multi Asset Allocation Fund - Regular Plan - Growth Option?

UTI performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of UTI Multi Asset Allocation Fund - Regular Plan - Growth Option?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of UTI Multi Asset Allocation Fund - Regular Plan - Growth Option is Rs 1067.26 Crs.

Is UTI Multi Asset Allocation Fund - Regular Plan - Growth Option a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in UTI Multi Asset Allocation Fund - Regular Plan - Growth Option?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of UTI Multi Asset Allocation Fund - Regular Plan - Growth Option?

The fund's top 5 holdings are in Bajaj holdings and investment Automobile, Financial, Energy, Capital Goods, Construction.

How to start online SIP in UTI Multi Asset Allocation Fund - Regular Plan - Growth Options?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in UTI Multi Asset Allocation Fund - Regular Plan - Growth Option?

Redeeming your investments in UTI Multi Asset Allocation Fund - Regular Plan - Growth Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Sunil Madhukar Patil, Sharwan Kumar Goyal, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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