UTI Multi Asset Allocation Fund Regular Plan Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.53
• Std Deviation 8.20%
• Tracking Error 0.00%

The objective of the Scheme is 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. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved

The UTI Multi Asset Allocation Fund Regular Plan Growth has an AUM of 2912.96 crores & has delivered CAGR of 16.87% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.94%. The minimum investment in UTI Multi Asset Allocation Fund Regular Plan Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include UTI Gold Fund ETF, 7.32% Govt Stock 2030, 7.1% Govt Stock 2034 & ICICI Bank.

The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Software & Programming & Oil & Gas Operations.

Some of the similar funds are Quant Multi Asset Fund Growth, UTI Multi Asset Allocation Fund Regular Plan Growth, HDFC Asset Allocator Fund of Funds Regular Growth, Tata Multi Asset Opportunities Fund Regular Growth, Sundaram Multi Asset Allocation Fund Regular Growth. UTI Multi Asset Allocation Fund Regular Plan Growth has a sharpe ratio of 1.53 & a standard deviation of 8.20%.