UTI-Multi Asset Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 19.4% | 17.9% | 8.6% | 8% | ||||
| Category Average | 16.6% | 28.4% | 13.5% | - |
Scheme Allocation
Advance Ratio
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 |
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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 Size
- 1Y
- 3Y
- 5Y
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- Hybrid .
- Multi Asset Allocation .
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- 749
-
16.6%Fund Size - 749
-
38.8%Fund Size - 749
-
21.7%Fund Size - 749
-
- Hybrid .
- Multi Asset Allocation .
-
- 17,811
-
17.2%Fund Size - 17,811
-
29.7%Fund Size - 17,811
-
15.2%Fund Size - 17,811
-
- Hybrid .
- Multi Asset Allocation .
-
- 1,702
-
15.1%Fund Size - 1,702
-
23.3%Fund Size - 1,702
-
-Fund Size - 1,702
-
- Hybrid .
- Multi Asset Allocation .
-
- 1,735
-
13.7%Fund Size - 1,735
-
22.9%Fund Size - 1,735
-
11.8%Fund Size - 1,735
-
- Hybrid .
- Multi Asset Allocation .
-
- 1,470
-
10.1%Fund Size - 1,470
-
19.6%Fund Size - 1,470
-
11.4%Fund Size - 1,470
AMC Contact Details
Frequently Asked Questions
How to invest in UTI-Multi Asset Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for UTI-Multi Asset Fund 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 ?
How to redeem UTI-Multi Asset Fund holding ?
What is the minimum sip amount of UTI-Multi Asset Fund?
What are the top sectors UTI-Multi Asset Fund has invested in??
- ITC - 4.24%
- Larsen & Toubro - 4.18%
- Axis Bank - 3.83%
- NTPC - 2.85%
- UltraTech Cem. - 2.79%
How much returns have UTI-Multi Asset Fund generated ?
What is the expense ratio of UTI-Multi Asset Fund ?
What is the AUM of UTI-Multi Asset Fund?
What are the top stock holdings of UTI-Multi Asset Fund?
- ITC - 4.24%
- Larsen & Toubro - 4.18%
- Axis Bank - 3.83%
- NTPC - 2.85%
- UltraTech Cem. - 2.79%