UTI-Multi Asset Fund – Direct Growth
500
Min SIP
5,000
Min Lumpsum
1.03 %
Expense Ratio
Rating
862
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 18.5% | 14.2% | 10.1% | 8.7% | ||||
| Category Average | 12.9% | 21.8% | 13.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
5.13
Alpha
2.06
SD
0.43
Beta
1.83
Sharpe
Exit Load
| Exit Load | Redemption / Switch out within 12 months from the dats of allotment - i) upto 10% of the allotted Units - NIL ii) beyond 10% of the allotted Units - 1.00% Redemption / Switch out after 12 months from the date of allotment - NIL |
|---|
Fund Objective
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.
Fund Managers
Sharwan Kumar Goyal
Sharwan Kumar Goyal is currently employed as the Vice President and Fund Manager – Equities. He is a CFA charter holder from CFA Institute, USA, and has a Postgraduate Diploma in Management (MMS) from Welingkar Institute of Management Development & Research, Mumbai. He started his career at UTI in June 2006 and has more than 11 years of experience in risk management, equity analysis, and portfolio analysis. He is currently working as a fund manager for overseas investments.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Multi Asset Allocation .
-
- 115
-
17.3%Fund Size - 115
-
8.9%Fund Size - 115
-
-Fund Size - 115
-
- Hybrid .
- Multi Asset Allocation .
-
- 22,631
-
21.7%Fund Size - 22,631
-
28.4%Fund Size - 22,631
-
16.9%Fund Size - 22,631
-
- Hybrid .
- Multi Asset Allocation .
-
- 978
-
11%Fund Size - 978
-
28.2%Fund Size - 978
-
23.3%Fund Size - 978
-
- Hybrid .
- Multi Asset Allocation .
-
- 1,787
-
15%Fund Size - 1,787
-
19.9%Fund Size - 1,787
-
-Fund Size - 1,787
-
- Hybrid .
- Multi Asset Allocation .
-
- 1,448
-
18.1%Fund Size - 1,448
-
17.6%Fund Size - 1,448
-
-Fund Size - 1,448
AMC Contact Details
UTI Mutual Fund
AUM:
2,48,191 Cr
Address:
UTI Towers, Gn Block,
Bandra Kurla Complex,
Bandra (East), Mumbai 400 051
Contact:
66786666
Email ID:
service@uti.co.in
Frequently Asked Questions
How to invest in UTI-Multi Asset Fund – Direct Growth ?
You can invest in UTI-Multi Asset Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Multi Asset Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of UTI-Multi Asset Fund – Direct Growth ?
The NAV of UTI-Multi Asset Fund – Direct Growth is ₹57 as of 21 September 2023.
How to redeem UTI-Multi Asset Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of UTI-Multi Asset Fund – Direct Growth?
The minimum SIP amount of UTI-Multi Asset Fund – Direct Growth is ₹500
What are the top sectors UTI-Multi Asset Fund – Direct Growth has invested in?
The top sectors UTI-Multi Asset Fund – Direct Growth has invested in are
- Debt - 15.88%
- Others - 15.73%
- Banks - 7.06%
- Automobiles - 6.61%
- Construction - 5.57%
Can I make investments in both the SIP and Lump Sum schemes of UTI-Multi Asset Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of UTI-Multi Asset Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have UTI-Multi Asset Fund – Direct Growth generated ?
The UTI-Multi Asset Fund – Direct Growth has delivered 8.7% since inception
What is the expense ratio of UTI-Multi Asset Fund – Direct Growth ?
The expense ratio of UTI-Multi Asset Fund – Direct Growth is 1.03 % as of 21 September 2023.
What is the AUM of UTI-Multi Asset Fund – Direct Growth?
The AUM of UTI-Multi Asset Fund – Direct Growth is ₹2,48,191 Cr as of 21 September 2023
What are the top stock holdings of UTI-Multi Asset Fund – Direct Growth?
The top stock holdings of UTI-Multi Asset Fund – Direct Growth are
- Larsen & Toubro - 4.59%
- ITC - 4.26%
- Axis Bank - 4.09%
- NTPC - 3.37%
- M & M - 2.97%
How can I redeem my investments in UTI-Multi Asset Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Multi Asset Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select UTI-Multi Asset Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.