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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹6,379 Cr

Lock In Period

N/A

Expense Ratio

1.7

Benchmark

BSE 200 Total Return

Exit Load

1% will be charged for redemption within 30 days.

Summary

Latest details for UTI Multi Asset Allocation Fund Growth include a ₹78.082 NAV as of Apr 22,2026 and returns since inception of 69.13%. Minimum investments start at SIP ₹500. The UTI Multi Asset Allocation Fund Growth AUM is ₹6,379 Cr, with a lock-in of N/A years, expense ratio of 1.7%, and benchmark BSE 200 Total Return. Exit load is - 1% will be charged for redemption within 30 days.. In the growth review for 1M Month/Year, the fund recorded 5.70% returns, against a category average of 1.67% and a category best of 11.44%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.701.6711.44
6M0.351.9225.87
1Y9.576.0155.73
3Y19.1415.60145.21

Portfolio Analysis

  • Equity: 64.69%
  • Debt: 30.85%
  • Others
As on: 2026-03-31
View allocation % by

1. INFOSYS LTD.2.25%
2. TATA CONSULTANCY SERVICES LTD.1.85%
3. HCL TECHNOLOGIES LTD.1.69%
4. LTIMindtree Limited0.58%
5. PERSISTENT SYSTEMS LTD.0.50%
6. ORACLE FINANCIAL SERVICES SOFT0.30%
7. KPIT TECHNOLOGIES LTD0.28%
8. TATA ELXSI LTD.0.25%

1. HDFC BANK LIMITED2.03%
2. AXIS BANK LTD.1.14%
3. ICICI BANK LTD0.94%
4. AU SMALL FINANCE BANK LTD0.87%
5. KOTAK MAHINDRA BANK LTD.0.73%

1. MARUTI SUZUKI INDIA LTD.1.96%
2. MAHINDRA & MAHINDRA LTD.1.15%
3. HYUNDAI MOTOR INDIA LTD0.66%

1. STATE BANK OF INDIA2.83%
2. INDIAN BANK0.93%

1. NESTLE INDIA LTD.2.10%
2. BRITANNIA INDUSTRIES LTD.1.56%

1. SUN PHARMACEUTICALS INDUSTRIES0.89%
2. LAURUS LABS LTD.0.77%
3. GLENMARK PHARMACEUTICALS LTD.0.54%
4. DR REDDYS LABORATORIES LTD.0.37%
5. ABBOTT INDIA LTD.0.27%
6. TORRENT PHARMACEUTICALS LTD.0.16%
7. DIVIS LABORATORIES LTD.0.02%

1. EICHER MOTORS LTD1.77%
2. HERO MOTOCORP LTD.1.21%

1. COAL INDIA LTD.2.36%

1. ASIAN PAINTS (INDIA) LTD.2.28%

1. ITC LTD.2.24%

1. BHARTI AIRTEL LTD.2.09%

1. ADITYA BIRLA CAPITAL LTD0.70%
2. MAX FINANCIAL SERVICES LTD.0.69%
3. COMPUTER AGE MANAGEMENT SERV0.47%
4. MOTILAL OSWAL FINANCIAL SERVIC0.16%

1. BAJAJ FINANCE LTD.1.04%
2. MUTHOOT FINANCE LTD.0.81%

1. COLGATE PALMOLIVE INDIA LTD.0.80%
2. HINDUSTAN UNILEVER LTD0.77%
3. PROCTER & GAMBLE HYGIENE & HEL0.12%
4. DABUR INDIA LTD.0.10%

1. BHARAT ELECTRONICS LTD.1.69%

1. CUMMINS INDIA LTD.1.66%

1. BSE LTD0.83%
2. MULTI COMMODITY EXCHANGE OF IN0.73%

1. DIXON TECHNOLOGIES (INDIA) LTD1.51%

1. HDFC ASSET MANAGEMENT COMPANY0.98%
2. NIPPON LIFE INDIA ASSET MANAGE0.28%

1. RELIANCE INDUSTRIES LTD.1.16%

About Fund

UTI Multi Asset Allocation Fund Growth managed by UTI Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹6,379 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.7. 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 NameRatingsAUMExpense Ratio
This FundEdelweiss Flexi Cap Fund Growth42957.37 CR1.91
This FundAditya Birla Sun Life Flexi Cap Fund Growth523018.34 CR1.66
This FundUTI Multi Asset Allocation Fund Growth36379.46 CR1.7
This FundICICI Prudential Retirement Fund - Pure Equity Growth01608.65 CR2.02
This FundKotak Gold ETF Growth014115.88 CR0.55
Fund Name1Y3Y
This FundEdelweiss Flexi Cap Fund Growth7.056368.3677
This FundAditya Birla Sun Life Flexi Cap Fund Growth9.547269.022
This FundUTI Multi Asset Allocation Fund Growth9.571769.1255
This FundICICI Prudential Retirement Fund - Pure Equity Growth18.2781101.9837
This FundKotak Gold ETF Growth55.725145.2134

FAQs

UTI Multi Asset Allocation Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of UTI Multi Asset Allocation Fund Growth is 1.7. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

UTI Multi Asset Allocation Fund Growth’s fund performance is as follows:
  • 1 Month : 5.70%
  • 6 Months : 0.35%
  • 1 Year : 9.57%
  • 3 Years : 19.14%
Returns of UTI Multi Asset Allocation Fund Growth are updated daily based on NAV of ₹ 78.082 as on Apr 22,2026. Since inception, the return has been 69.13%.

You can invest in UTI Multi Asset Allocation Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of UTI Multi Asset Allocation Fund Growth is ₹6,379 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in UTI Multi Asset Allocation Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500