UTI Multi Asset Allocation Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
UTI Multi Asset Allocation Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹7,063 Cr
N/A
1.83
1% will be charged for redemption within 30 days.
BSE 200 Total Return
UTI Multi Asset Allocation Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.22 | -1.33 | 3.94 |
| 6M | -0.72 | 1.36 | 28.10 |
| 1Y | -0.85 | 2.91 | 39.64 |
| 3Y | 13.48 | 11.67 | 152.51 |
Portfolio Analysis
- Equity: 65.49%
- Debt: 29.58%
- Others
About Fund UTI Multi Asset Allocation Fund Growth
UTI Multi Asset Allocation Fund Growth managed by UTI Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹7,063 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.83. Under the expert guidance of Sharwan Kumar Goyal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Sharwan Kumar Goyal
Mr. Sharwan Kumar Goyal holds B.Com, CFA and MMS. He began his career with UTI in June 2006 and has 12 years of overall experience in Risk / portfolio management. Presently he is working as Fund Manager for Overseas Investment.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| ICICI Prudential Multi Cap Fund Growth | 5 | 19,537 CR | 1.77 |
| Aditya Birla Sun Life Flexi Cap Fund Growth | 4 | 29,044 CR | 1.65 |
| UTI Multi Asset Allocation Fund Growth | 3 | 7,062 CR | 1.83 |
| Kotak Gold ETF Growth | 0 | 14,989 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Multi Cap Fund Growth | 1.0183 | 44.6044 |
| This FundAditya Birla Sun Life Flexi Cap Fund Growth | 3.4044 | 45.2859 |
| This FundUTI Multi Asset Allocation Fund Growth | -0.8548 | 46.1186 |
| This FundKotak Gold ETF Growth | 20.9121 | 152.5132 |
UTI Multi Asset Allocation Fund Growth FAQs
- 1 Month : -3.22%
- 6 Months : -0.72%
- 1 Year : -0.85%
- 3 Years : 13.48%
