UTI MULTI ASSET ALLOCATION FUND -REGULAR PLAN-GROWTH

NORMAL RISK
Hybrid
Hybrid: Multi Asset Allocation
6M returns
21.98 %
Current NAV
67.62
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Min. SIP
5000
AUM
₹ 1681.5 Cr

Return Calculator

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

Investment distribution

UTI Gold Exchange Traded Fund18.2 %
GOI13.0 %
Others10.7 %
Larsen & Toubro3.7 %
NTPC3.5 %
Tata Motors3.1 %

Fund Manager

SM
Sunil Madhukar Patil
SK
Sharwan Kumar Goyal

Fund Information

Launched
19 Feb 2019(5 years ago)
Expense ratio1.86%
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%
S&P 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.

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