UTI Multi Asset Allocation Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 39.89 | 18.32 | 14.55 | 10.21 |
Average Rolling Returns(%) | 10.10 | 8.42 | 7.80 | 8.12 |
The Current NAV of UTI Multi Asset Allocation Fund - Growth - Direct Plan is ₹73.48.
It is better to invest in a fund with a longer track record as UTI Multi Asset Allocation Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
UTI Multi Asset Allocation Fund - Growth - Direct Plan fund’s expense ratio is 1.13%
The process for redemption is
The AUM of UTI Multi Asset Allocation Fund - Growth - Direct Plan is currently ₹1,681 Crores.
The Top three stocks are Axis Bank, Larsen & Toubro and HDFC Bank and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 25% of fund’s portfolio respectively.
Top three sectors of UTI Multi Asset Allocation Fund - Growth - Direct Plan fund are Others, BFSI and Auto accounting for 55% of the total portfolio.
Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of UTI Multi Asset Allocation Fund - Growth - Direct Plan Fund is Hybrid - Multi Asset Allocation.
Sharwan Kumar Goyal and Sunil Patil manage the UTI Multi Asset Allocation Fund - Growth - Direct Plan Fund.
UTI Multi Asset Allocation Fund - Growth - Direct Plan current PE ratio is 39.62 and PB ratio is 9.55
The asset allocation of UTI Multi Asset Allocation Fund - Growth - Direct Plan is Stocks : 67.49%, Debt : 21.04% and Gold : 11.51%
The minimum SIP amount for UTI Multi Asset Allocation Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for UTI Multi Asset Allocation Fund - Growth - Direct Plan is Nil for 10% of units and 1% for remaining units on or before 12 months, Nil after 12 months