SP
Sunil PatilFund Manager Since 1 Sept 2021
AllocationMulti Asset Allocation
UTI Multi Asset Allocation Fund Direct Growth Option
3Y Annualised
20.75%
0.57% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.85%
0.57% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 8 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹6375.80 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
Redemption / Switch out within30 days from the date ofallotment 1.00% Redemption / Switch out after 30days from the date of allotment NIL
Risk Profile
High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Multi-Asset Fund Institutional Growth
15.47%
2nd
Kotak Multi Asset Allocation Fund Direct Reinvestment Inc Dist cum Cap Wdrl
3.82%
3rd
Kotak Multi Asset Allocation Fund Direct Payout Inc Dist cum Cap Wdrl
3.82%
4th
Kotak Multi Asset Allocation Fund Direct Growth
3.82%
5th
Invesco India Multi Asset Allocation Fund Direct Reinvestment Inc Dist cum Cap Wdrl
3.71%
31st
UTI Multi Asset Allocation Fund Direct Growth Option
2.85%
Fund Managers
SKG
Sharwan Kumar GoyalFund Manager Since 12 Nov 2021
About UTI Multi Asset Allocation Fund Direct Growth Option
UTI Multi Asset Allocation Fund Direct Growth Option is a Allocation mutual fund scheme from UTI Asset Management Co Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. UTI Multi Asset Allocation Fund Direct Growth Option has ₹6375.80 Cr worth of assets under management (AUM) as of Sun Dec 07 2025. The latest Net Asset Value (NAV) of UTI Multi Asset Allocation Fund Direct Growth Option as of Fri Dec 05 2025 is ₹88.3289. The fund has an expense ratio of 0.59%, which is medium comparable to most other Allocation funds.
UTI Multi Asset Allocation Fund Direct Growth Option returns for the last 1 year are 10.87%. Since launch, it has delivered 10.74% average annual returns.
The UTI Multi Asset Allocation Fund Direct Growth Option has the majority of its money invested in null, Consumer Defensive, Technology, Communication Services, Financial Services, Basic Materials sectors.
Top 5 Holdings of UTI Multi Asset Allocation Fund Direct Growth Option.
- UTI Gold ETF: 12.10%
- ITC Ltd: 2.75%
- Infosys Ltd: 2.36%
- Bharti Airtel Ltd: 2.22%
- HDFC Bank Ltd: 2.12%
AMC Information
| Name | UTI Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| pms_care@uti.co.in | |
| Phone | +91-22-6678 6666 |
| Website | https://www.utiwms.com |
| Address | PMS Division, UTI - Tower, “Gn” Block, Bandra Kurla Complex, Mumbai- 400051 |
Tax Implications of UTI Multi Asset Allocation Fund Direct Growth Option
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
