UTI-Multi Asset Allocation Fund (G)

The UTI-Multi Asset Allocation Fund (G) has an AUM of ₹4415.49 Cr as on 11/14/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 13.53%. The risk is Very High against the category average of 46.31.

Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

There is no lock-in period applicable on UTI-Multi Asset Allocation Fund (G).

The expense ratio of UTI-Multi Asset Allocation Fund (G) is 1.78%.