UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
(Erstwhile UTI - Wealth Builder Fund - Growth Option)
Fund House: UTI Mutual Fund| Category: Hybrid: Multi Asset Allocation |
| Launch Date: 19-11-2008 |
| Asset Class: Mixed Asset |
| Benchmark: BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
| TER: 1.7% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 6,379.46 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 1.9% | Exit Load: (A) Redemption / Switch out within 30 days from the date of allotment – 1.00% (B) Redemption / Switch out after 30 days from the date of allotment – NIL |
78.1605
0.84 (1.0714%)
12.49%
Benchmark: 13.16%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 10.21 |
| Sharpe Ratio | 0.84 |
| Alpha | 7.57 |
| Beta | 0.28 |
| Yield to Maturity | 6.9 |
| Average Maturity | 5.01 |
PEER COMPARISON
Scheme Characteristics
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.59%
Others
35.36%
Large Cap
43.5%
Mid Cap
19.6%
