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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹6,944 Cr
Lock In Period
N/A
Expense Ratio
1.69
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 ₹73.5674 NAV as of Apr 01,2026 and returns since inception of 56.75%. Minimum investments start at SIP ₹500. The UTI Multi Asset Allocation Fund Growth AUM is ₹6,944 Cr, with a lock-in of N/A years, expense ratio of 1.69%, 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 -8.89% returns, against a category average of -2.35% and a category best of 3.94%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -8.89 | -2.35 | 3.94 |
| 6M | -2.81 | 0.51 | 27.07 |
| 1Y | 3.30 | 4.31 | 60.45 |
| 3Y | 16.16 | 13.12 | 138.83 |
Portfolio Analysis
- Equity: 65.08%
- Debt: 30.50%
- Others
As on: 2026-02-28
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About Fund
UTI Multi Asset Allocation Fund Growth managed by UTI Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹6,944 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 1.69. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundITI Multi Cap Fund Growth | 2 | 1336.69 CR | 1.95 |
| This FundUTI Multi Asset Allocation Fund Growth | 3 | 6944.45 CR | 1.69 |
| This FundKotak Gold ETF Growth | 0 | 15574.49 CR | 0.55 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundITI Multi Cap Fund Growth | 1.7694 | 56.6895 |
| This FundUTI Multi Asset Allocation Fund Growth | 3.3017 | 56.7515 |
| This FundKotak Gold ETF Growth | 60.45 | 138.8274 |
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 1.69. 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 : -8.89%
- 6 Months : -2.81%
- 1 Year : 3.30%
- 3 Years : 16.16%
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 ₹6,944 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