MF
MFGenie.ai
Multi Asset / Dynamic

UTI Multi Asset Allocation Fund · Direct · Growth

UTI Mutual Fund

NAV

₹88.0131

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+7.65%
3Y
+17.22%
5Y
+14.65%
Since Inception
+11.76%

SIP returns (XIRR)

1Y
+6.95%
3Y
+12.11%
5Y
+15.08%
Since Inception
+11.84%

Returns calculated from 23 June 2017 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

Sectoral allocation

as of 31 Mar 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseUTI Mutual Fund
CategoryMulti Asset / Dynamic
Launch Date11 Feb 2014
AMFI Code120760
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Mar 2026

portfolio shared with UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Holding% NAV

Investment Objective

UTI Multi Asset Allocation Fund · Direct · Growth invests across at least three asset classes — equity, debt, and one more (gold, international equity, or REITs) — with a minimum 10% in each. This diversification aims to reduce portfolio volatility and provide more stable returns.

About This Fund

UTI Multi Asset Allocation Fund · Direct · Growth is a Multi Asset / Dynamic mutual fund offered by UTI Mutual Fund. The fund has been operational for over 12 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations