UTI Multi Asset Allocation Fund- Regular Plan - IDCW

UTI Multi Asset Allocation Fund- Regular Plan - IDCW is a scheme launched by UTI Mutual Fund on December 17, 2008, and falls under the Multi Asset Allocation fund category. It currently manages an AUM of Rs 5,940.72 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.75% for managing the portfolio.

• Investing Strategy:

  The objective of the Scheme is to achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related instruments. The fund also invests in debt and money market instruments with a view to generate regular income. The fund also invests in Gold ETFs. The portfolio allocation is managed dynamically. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved

• Performance:

  UTI Multi Asset Allocation Fund- Regular Plan - IDCW trailing returns over different times are -0.59% (1 year), 13.66% (3 year) and 10.6% (5 year). The average annual return of this fund stands at 2.51%.