UTI MULTI ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH

NORMAL RISK
Hybrid
Hybrid: Multi Asset Allocation
6M returns
18.02 %
Current NAV
70.91
1M3M6M1Y3Y5YALL
Loading...
Min. SIP
5000
AUM
₹ 2418.3 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

Others22.5 %
GOI15.1 %
UTI Gold Exchange Traded Fund13.8 %
Axis Bank3.3 %
Bharti Airtel2.6 %
Larsen & Toubro2.4 %

Fund Manager

SM
Sunil Madhukar Patil
SK
Sharwan Kumar Goyal

Fund Information

Launched
19 Feb 2019(5 years ago)
Expense ratio1.97%
Exit LoadExit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months
Benchmark index
CRISIL Composite Bond Index25%
Domestic Price of Gold10%
BSE 200 TRI65%

Fund Objective

The Scheme seeks 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.

Copyright ⓒ 2024 Cherry. All rights reserved.
appstoreplaystore