Mutual Funds Investment India - Save Taxes & Grow Wealth Online - ClearTax Invest

UTI Multi Asset Fund Direct Growth Option

3 yr CAGR
+9.34%
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Direct

Growth

Fund overview

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Net Asset Value

46.5668
aum

AUM (Fund size)

787.23 Crore
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Lock-in period

No Lock-in
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Exit Load

1% in 365 days
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Expense ratio

1.15%
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Risk

Moderately High

Top holdings

HoldingsWeightage
UTI Gold ETF10.83%
Net Current Assets8.76%
ICICI Bank Ltd5.37%
Sun Pharmaceuticals Industries Ltd4.27%
Axis Bank Ltd3.68%
Infosys Ltd3.23%
Hero MotoCorp Ltd2.71%
State Bank of India2.61%
Tech Mahindra Ltd2.48%
HDFC Bank Ltd2.44%

Calculate returns

Monthly (SIP)
One-Time
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

Top Sectors

About UTI Asset Management Co Ltd

UTI Mutual Fund is a part of Unit Trust of India (UTI). It was registered with SEBI in 2003. It is promoted by SBI, LIC, Bank of Baroda and PNB.

Managers

Vetri Subramaniam, Sunil Patil, Sharwan Kumar Goyal

Custodians

Stock Holding Corporation of India

Address

PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051

Fax Nos.

Telephone Nos.

+91-22-6678 6666

Homepage

https://www.utiwms.com

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Start your investment
Monthly (SIP)
One-Time
Amount
Estimated value after 3 years

(as per historical returns)

2.12 Lakhs
Min investmentment of ₹1000 required
risk

3 easy steps to complete your investment

Complete the entire investment process in just three simple steps and enjoy your returns.

Select the amount to invest

Choose from 200+ mutual funds catered for you

Enter personal details

Complete your KYC and get registered

Pay and your are done!

Checkout and see your money grow

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Frequently Asked Questions

What are Balanced/Hybrid funds?

Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

Who should invest in a Balanced/hybrid fund?

Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation

What is a lock-in period?

It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates

Is KYC necessary for BLACK?

KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.

What is a Mandate (Auto-SIP)?

A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.