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UTI Multi Cap Fund - Regular Plan - Growth Option
Category: Equity: Multi Cap
Launch Date: 29-04-2025
AUM:
₹ 2,177.65 Cr
Expense Ratio
2.28%
Benchmark
Nifty500 Multicap 50:25:25 TRI
ISIN
INF789F1AB71
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Karthikraj Lakshmanan
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| UTI Multi Cap Fund - Regular Plan - Growth Option | 1.76 | - | - |
| NIFTY500 MULTICAP 50:25:25 TRI | 0.46 | 10.98 | 11.01 |
Asset Allocation
Equity
Debt
Others
Overview
NAV
10.3348
Last change
-0.04 (-0.3861%)
Fund Size (AUM)
₹ 2,177.65 Cr
Performance
2.71% (Inception)
Investment Objective
The scheme shall seek to generate long-term capital appreciation by investing predominantly in equity and equity related securities of companies across the market capitalization spectrum. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
Fund Manager
Mr. Karthikraj Lakshmanan
Riskometer
Very High
Overview
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.34 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.56 |
| Kotak Mahindra Bank Limited | 3.95 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.69 |
| Swiggy Pvt Ltd | 2.68 |
| VOLTAMP TRANSFORMERS LIMITED EQ | 2.25 |
| OIL INDIA LTD. EQ | 2.22 |
| NET CURRENT ASSETS | 2.18 |
| Coforge Limited | 2.1 |
| RELIANCE INDUSTRIES LIMITED EQ | 1.99 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.6 |
| Healthcare | 8.91 |
| Capital Goods | 8.38 |
| Oil, Gas & Consumable Fuels | 8.19 |
| Consumer Services | 7.85 |
| Automobile and Auto Components | 5.24 |
| Information Technology | 5.06 |
| Consumer Durables | 4.0 |
| Metals & Mining | 3.26 |
| Telecommunication | 3.08 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| UTI Multi Cap Fund Reg Plan Gr | 0.0 |