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UTI Multi Asset Allocation Fund Regular Plan Growth
1Regular
Growth
3 yr CAGR
+17.92%
1Regular
Growth
3 yr CAGR
+17.92%
Fund overview
Net Asset Value
₹71.8642
AUM (Fund size)
4,978.81 Crore
Lock-in period
No Lock-in
Exit Load
1% in 30 days
Expense ratio
1.77%
Risk
High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
8,349 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
Top holdings
| Holdings | Weightage |
|---|---|
| UTI Gold ETF | 11.6% |
| ICICI Bank Ltd | 4.72% |
| Cash Offset For Derivatives | 4.03% |
| Reliance Industries Ltd | 3.48% |
| 7.1% Govt Stock 2034 | 3.22% |
| Bharti Airtel Ltd | 3.14% |
| Net Current Assets | 3.1% |
| Infosys Ltd | 2.96% |
| Tata Consultancy Services Ltd | 2.67% |
| ITC Ltd | 2.38% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 808.07 | 19.63% | Very High Risk | |
| 44.42 | 10.77% | Very High Risk | |
| 79.47 | 19.75% | High Risk | |
| 62.54 | 15.64% | High Risk | |
| 291.16 | 16.52% | Very High Risk | |
| 22.86 | 15.6% | Moderately High risk |
About UTI Asset Management Co Ltd
UTI Mutual Fund was launched after carving out the former Unit Trust of India by repealing the Unit Trust of India Act 1963. UTI was subsequently bifurcated into UTI Mutual Fund and SUUTI. It was registered with SEBI or the Securities and Exchange Board of India on 01 February 2003. UTI has four sponsors namely the State Bank of India (SBI), Life Insurance Corporation of India (LIC), Punjab National Bank and the Bank of Baroda. It counts UTI Trustee Company Private Limited as the trustee.
Managers | Sharwan Kumar Goyal, Jaydeep Bhowal |
Custodians | Axis Bank Ltd |
Address | UTI Asset Management Company Ltd UTI Towers, Gn Block, |
Fax Nos. | +91 22 66786503;66786578 |
Telephone Nos. | +91 22 66786666 |
Homepage | www.utimf.com |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
8,349 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
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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.
