UTI Multi Asset Allocation Fund - Direct Plan - Growth

Scheme Objective

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

Scheme Details

• Fund manager(s) – Sharwan Kumar Goyal , Jaydeep Bhowal
• Launch date – 02-Jan-2013
• Expense ratio – 0.58% as declared on 31-Oct-2025 (category average is 0.53%)
• Benchmark - 65% BSE 200 TRI + 25% CRISIL Composite Bond Index & 10% Price of Gold

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

UTI Multi Asset Allocation Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges.

Tax Rate

Please check with your Tax Advisor.

Contact Details