UTI Multi Asset Allocation Fund- Regular Plan - IDCW

UTI Multi Asset Allocation Fund- Regular Plan - IDCW is a fund scheme from UTI mutual fund. It falls under a Multi Asset Allocation category. After being launched on 2008-12-17. UTI Multi Asset Allocation Fund- Regular Plan - IDCW has achieved Rs 5902.09 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 500 and lumpsum of Rs 5000 to start the investment. The expense ratio of this fund is 1.75%.

• 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 -1.73% (1 year), 13.77% (3 year), 10.3% (5 year). The average annual return of this fund stands at -1.73%

• Fund Manager & Portfolio Allocation:

  Sunil Madhukar Patil, Sharwan Kumar Goyal are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as IT - Software, Banks, Pharmaceuticals & Biotechnology, Consumer Durables, Finance, Sectors. First five holdings of this fund are ICICI BANK LIMITED EQ NEW FV RS. 2/-, BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-, HDFC BANK LIMITED EQ NEW FV RE. 1/-, SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-, INFOSYS LIMITED EQ FV RS 5, 7.10% GSEC - MAT - 08/04/2034, 6.79% GOVT BONDS - 07/10/2034, 07.32% GSEC MAT -13/11/2030, NCD NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT, NCD EXPORT IMPORT BANK OF INDIA Companies.