UTI - Multi Asset Fund- Direct Plan - Growth Option

UTI - Multi Asset Fund- Direct Plan - Growth Option of UTI Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.46

Age

NA Years

Fund Manager

V Srivatsa

AuM (Rs Crores)

902.4863

Asset Class

Hybrid-Equity

Net Asset Value:

34.1784

Rating

2

Benchmark

Crisil Composite Bond Fund Index,INR Price of Gold,S&P BSE 200 TRI

Fund Type

Balanced

SEBI Category

Multi Asset Allocation

Turnover Ratio(Monthly)

281.15%

Fund Manager Details:

V Srivatsa B.Com graduate, C.A., C.W.A. and has a PGDM from IIM, Indore. He has been with UTI AMC since 22. Prior to joining UTI he has worked with Ford, Rhodes Parks & Co., Chartered Accountants for 3 years and as Officer- Officer-Audit in Madras Cements Ltd... Presently he is working as an Offshore Fund Manager.

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.

Top Holdings:

  • Banks (11.31)
  • IT - Software (9.75)
  • Pharmaceuticals (6.91)
  • Automobile (5.89)
  • Finance (5.32)
  • Power Generation & Distribution (4.8)
  • Tobacco Products (4.3)
  • Infrastructure Developers & Operators (3.55)
  • Mining & Mineral products (1.95)
  • Crude Oil & Natural Gas (1.84)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition