MC Financial Services

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Invest Now
Fund Manager: Mr. Sharwan Kumar Goyal FM 1,Mr. Jaydeep Bhowal FM 2,Not Applicable FM 3,Not ApplicableFM 4 | Hybrid: Multi Asset Allocation | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00)

78.0915 0.01 (0.01 %)

NAV as on 20-04-2026

6,379.46 Cr

AUM as on 31-03-2026

Fund House: UTI Mutual Fund

Rtn ( Since Inception )

12.52%

Inception Date

Nov 19, 2008

Expense Ratio

1.7%

Fund Status

Open Ended Scheme

Min. Investment

5,000

Min. Topup

1,000

Min. SIP Amount

500

Risk Status

very high

Investment Objective : The scheme seeks to generate long term capital appreciation by investing across asset classes. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.

Snapshot Portfolio Fund Card

Fund Performance

₹ 1,00,000 Invested for

10y

FUND

₹2.51L (20.25%)

GOLD

₹2.51L (20.25%)

NIFTY

₹2.51L (20.25%)

3 and 6 Months returns are absolute

NAV Movement

Returns (%)

	3 Mon	6 Mon	1 Yr	3 Yrs	5 Yrs	10 Yrs
Fund	-1.55	-0.26	10.03	18.81	14.44	11.01
AK Multi Asset Allocation TRI	-0.96	-0.15	10.4	13.22	12.17	12.41
Hybrid: Multi Asset Allocation	-0.25	3.21	15.44	17.93	15.59	13.14
Rank within Category	28	29	23	3	5	5
Number of Funds within Category	33	31	27	10	8	6

Peer Comparison

			Return (%)
Scheme Name	AUM (crore)	Expense Ratio	1 Yr	3 Yrs	5 Yrs	10 Yrs
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option	6,379.46	1.7	10.03	18.81	14.44	11.01
Kotak Multi Asset Allocation Fund - Regular Plan - Growth Option	12,073.43	1.68	26.83	0.0	0.0	0.0
DSP Multi Asset Allocation Fund - Regular - Growth	8,395.71	1.42	24.42	0.0	0.0	0.0
quant Multi Asset Allocation Fund-GROWTH OPTION - Regular Plan	4,803.07	1.75	22.73	23.23	22.07	17.93
HSBC Multi Asset Allocation Fund - Regular - Growth	2,584.92	1.81	22.52	0.0	0.0	0.0
Bandhan Multi Asset Allocation Fund - Regular Plan - Growth	2,954.63	1.86	20.84	0.0	0.0	0.0
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	13,088.78	1.36	20.84	21.12	16.55	0.0
Invesco India Multi Asset Allocation Fund - Growth	945.3	1.68	20.08	0.0	0.0	0.0
Mahindra Manulife Multi Asset Allocation Fund- Regular Plan - Growth	1,020.65	1.84	19.3	0.0	0.0	0.0
Union Multi Asset Allocation Fund- Regular Plan - Growth Option	888.12	2.15	18.0	0.0	0.0	0.0

Yearly Performance (%)

Historical Returns (%)

	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019
Fund	7.32	17.09	-0.55	3.87	13.13	11.8	4.42	29.15	20.71	-1.83
	0	0	0	0	0
Hybrid: Multi Asset Allocation	-

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Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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