UTI Multi Asset Allocation Fund Regular Plan Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio1.56
• Std Deviation 8.22%
• 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 6847.91 crores & has delivered CAGR of 14.52% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.70%. 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 Mutual Fund - UTI Gold Exchange Traded Fund, Net Current Assets, State Bank of India & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Investment Services & Food Processing.

Some of the similar funds are Nippon India Multi Asset Allocation Fund Regular Growth, UTI Multi Asset Allocation Fund Regular Plan Growth, Kotak Multi Asset Allocation Fund Regular Growth, DSP Multi Asset Allocation Fund Regular Growth, WhiteOak Capital Multi Asset Allocation Fund Regular Growth. UTI Multi Asset Allocation Fund Regular Plan Growth has a sharpe ratio of 1.56 & a standard deviation of 8.22%.