Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Side by side
record, cost, returns, drawdown, size
| Measure | UTI Multi Asset Allocation |
|---|---|
| Category | Multi Asset Allocation |
| Share of three-year stretches it beat its category P4 | 30% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.95% |
| Portfolio turned over a year P1 | 59% |
| Run by P7 | Sharwan Kumar Goyal · 4.8 yrs |
| 1-year return | 4.0% |
| 3 years p.a. | 15.3% |
| 5 years p.a. | 13.3% |
| Deepest fall (max drawdown) | −11.0% |
| Assets (AUM) | ₹6,957 Cr |
| Disclosed history | 9.7 yrs |
| Holdings · top ten weight | 134 · 38% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.