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This Multi-Asset Mutual Fund Has Given 25.26% SIP Return In 5-Years, SIP Starts At Rs 500
SIPs have grown virtually indistinguishable from mutual fund investments in recent years. There is a widespread belief that SIPs are the only or at least the safest, way to invest in a mutual fund. This mutual fund SIP that we have highlighted here has offered promising SIP returns over 3 years of investment. Check out the details to know more.
UTI Multi-Asset Fund - Regular Plan-Growth
This is an equity multi-asset fund that was introduced by the UTI Mutual Fund and was launched on 19th November 2008. This is an open-ended, high-risk fund. It is a medium-sized mutual fund of its category. The Fund AUM is Rs 862.6 Crore. The NAV of this fund declared on 11th April 2022 is Rs 44.3085. The expense ratio of this fund is 1.88%, which is below its category average.
This fund aims to generate returns by investing in a predominantly diversified portfolio of equity and equity-related instruments. For investment in this fund, the minimum amount required is Rs 5,000, and for SIP it is Rs 500.
Absolute And Annualised Returns
Lump-Sum Investment Returns
Since its launch, this fund has delivered 11.75% average annual returns.
| Investment Period | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 9.88% | 9.83% |
| 2 Year | 44.44% | 20.12% |
| 3 Year | 31.22% | 9.47% |
| 5 Year | 42.73% | 7.37% |
| 10 Year | 112.72% | 7.84% |
| Since Inception | 343.08% | 11.82% |
SIP Returns
| SIP Amount | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | 3.41% | 6.38% |
| 2 Year | 13.50% | 12.70% |
| 3 Year | 19.21% | 11.75% |
| 5 Year | 25.36% | 8.97% |
| 10 Year | 50.86% | 7.97% |
Portfolio
The fund invests 67.67 per cent of its assets in Indian stocks, with 52.89 per cent in big size stocks, 7.97 per cent in mid-cap stocks, and 2.64 per cent in small-cap equities.
The fund has a debt investment of 10.5 per cent, with 3.66 per cent in government securities and 6.84 per cent in funds investing in extremely low-risk securities. The fund's debt has a very low credit rating, meaning that the borrowers to whom it has given money are of poor quality. The equity part of the fund is predominantly invested in the industries of finance, healthcare, consumer staples, technology, and construction. In comparison to other funds in the category, it has acquired less exposure in the financial and healthcare industries.
UTI Gold Exchange Traded Fund, ICICI Bank Ltd., GOI, Infosys Ltd., and Hindustan Unilever Ltd. are the fund's top holdings.
Disclaimer
Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.
