Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.67 | 47.08 | 3.75 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.18 | 44.91 | 2.29 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
Multi asset allocation funds invest in multi assets comprising of debt, equity and gold. The fund have minimum of 10% allocation in each asset class.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
UTI Multi Asset Allocation Fund(IDCW) | 36.87% | 14.57% | 5.60% |
ICICI Pru Multi-Asset Fund(IDCW-Payout) | 27.11% | 15.36% | 10.43% |
Kotak Multi Asset Allocation Fund(IDCW Payout) | 32.16% | — | 31.04% |
SBI Multi Asset Allocation Fund(M-IDCW Payout) | 26.84% | 15.60% | 9.08% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
3.74 %
Holdings
3.07 %
Holdings
2.28 %
UTI AMC commenced operations from February 1, 2003. It has been promoted by four sponsors, namely, SBI, Life Insurance Corporation of India, Bank of Baroda and Punjab National Bank and each of them hold 25% of the paid up capital of UTI AMC.
No.of Schemes
64
Total AUM
₹ 2,12,264.93 Cr.
Sharwan Kumar Goyal
AUM: ₹44,946.51 Cr.
|
Exp: 10yrs
Jaydeep Bhowal
AUM: ₹5,264.89 Cr.
|
Exp: —
Ayush Jain
AUM: ₹38,921.14 Cr.
|
Exp: 4yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
UTI Multi Asset Allocation Fund| Sharwan Goyal | UTI MF
1 month ago•UTI Mutual Fund
UTI Multi Asset Allocation Fund
3 months ago•UTI Mutual Fund
Ideal allocation in investor's portfolio and investment approach for UTI Multi Asset Allocation Fund
3 months ago•UTI Mutual Fund
Asset allocation strategy of UTI Multi Asset Allocation Fund
4 months ago•UTI Mutual Fund
UTI Multi Asset Allocation Fund (Erstwhile UTI Multi Asset Fund) | Invest in 3 Asset Classes
11 months ago•UTI Mutual Fund
UTI MF Market Insight -Equity | June 2023
1 year ago•UTI Mutual Fund
UTI Multi Asset Fund
1 year ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot – March 2021 – UTI Multi Asset Fund
3 years ago•UTI Mutual Fund
UTI Connect | Portfolio Snapshot - September 2020 - UTI Multi Asset Fund
4 years ago•UTI Mutual Fund
UTI Multi Asset Fund - UTI Connect | Monthly Portfolio Snapshot - March 2020
4 years ago•UTI Mutual Fund
Returns
Fund has been able to generate better returns compared to other funds in the same category