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UTI Mutual Fund

UTI Multi Asset Allocation Fund

UTI Mutual Fund · Direct plan · Growth

3-year returns
14.9%
a year
NAV
₹87.44
▲ 0.47% · 18 Sept 2026
Fund size
₹7,063 Cr
Expense ratio
0.78%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹77.86 and has returned 13.69% a year over 3 years.

Returns, and where it stands

Against the average multi asset allocation fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year3.2%9.4%behind28 of 30
3 years14.9%14.5%ahead5 of 13
5 years13.1%13.8%behind5 of 8
10 years11.1%13.4%behind6 of 6
Every period, and the Regular plan →
PeriodDirectRegular
1 month-2.2%-2.3%
3 months-0.7%-0.9%
6 months2.8%2.2%
1 year3.2%2.1%
2 yearsp.a.4.2%3%
3 yearsp.a.14.9%13.7%
5 yearsp.a.13.1%12%
7 yearsp.a.14%13%
10 yearsp.a.11.1%10.1%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 3.19% in the last 1Y

80.585.590.518 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹23,702
XIRR (per year)
8.22%
Value today
₹2,03,702

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
9.6% a year
about the same as the multi asset allocation fund average
Worst fall so far
−25%
Feb 2020 to Mar 2020, against −12.9% for the category.
Years that made money
91.2%
Of every one-year stretch it has been through.
Over any three years
-3.7% to 24.3%
A year, at worst and at best. Typically 12.9%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
1.29x
Expense ratio
0.78%
as of 31 Jul 2026

Managed by Sharwan Goyal, Jaydeep Bhowal, Lokesh Kulthia

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

UTI Multi Asset Allocation Fund against other funds in the Multi Asset Allocation Fund category
Fund1Y3Y5YExpenseFund size
Quant Multi Asset Allocation Fund16.29%22.25%19.9%1.21%₹6,528 Cr
Nippon India Multi Asset Allocation Fund11.5%18.77%15.65%0.48%₹17,984 Cr
WhiteOak Capital Multi Asset Allocation Fund11.45%16.69%0.65%₹8,778 Cr
Aditya Birla Sun Life Multi Asset Allocation Fund11.65%15.98%0.5%₹7,618 Cr
UTI Multi Asset Allocation Fund3.19%14.89%13.1%0.78%₹7,063 Cr
SBI Multi Asset Allocation Fund10.17%14.84%13.47%0.68%₹20,935 Cr
Baroda BNP Paribas Multi Asset Fund6.44%14.22%0.88%₹1,486 Cr

About UTI Multi Asset Allocation Fund

UTI Multi Asset Allocation Fund is a multi asset allocation fund managed by UTI Mutual Fund. Invest at least 10% each in three or more asset classes, such as equity, debt and gold or silver.

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 scheme's stated objective, as published by UTI Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹87.4396120760
DirectIDCW₹34.3218120761
RegularGrowth₹77.8573111599
RegularIDCW₹29.1227111602

Frequently asked questions

What is the NAV of UTI Multi Asset Allocation Fund today?

The NAV of UTI Multi Asset Allocation Fund (Direct plan, Growth) is ₹87.4396 and the Regular plan NAV is ₹77.8573, as of 18 Sept 2026.

What returns has UTI Multi Asset Allocation Fund given?

Over the last year the Direct plan returned 3.19%, and 14.89% a year over 3 years and 13.1% a year over 5 years. That places it 5 of 13 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of UTI Multi Asset Allocation Fund?

The Direct plan charges 0.78% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in UTI Multi Asset Allocation Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹5,000 or more.

How much has UTI Multi Asset Allocation Fund fallen in the past?

Its deepest fall was 25% from 19 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 91% ended in a gain.

Which category does UTI Multi Asset Allocation Fund belong to?

It is a Multi Asset Allocation Fund from UTI Mutual Fund. Invest at least 10% each in three or more asset classes, such as equity, debt and gold or silver.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from UTI Multi Asset Allocation Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.