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Jama - UTI Multi Asset Fund


UTI Multi Asset Fund

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Hybrid-Multi Asset Allocation
NAV : 56.3557
(-0.6844000000000037
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)
AUM : ₹9 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.11%3.29%13.82%19.84%10.2%14.22%10.42%



NAV History



Expense Ratio Trends


Fund Details

A diversified portfolio equity, debt and gold assets. The Fund follows top down approach for large caps and bottom up for mid & small caps. Dynamic management of equity portfolio. Generates return with a limited downside risk
NAV56.3557
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio103.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,06,684₹1,06,470₹214
After 1 year₹1,19,841₹1,18,855₹986
After 3 years₹1,49,007₹1,45,329₹3,678
After 20 years₹14,27,937₹12,08,778₹2,19,159

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 14.22% Past 3 yr Data




Fund Objective:
The objective of the Scheme is to achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equityrelated instruments along withinvestments in Gold ETFs and Debt and Money Market Instruments. However, there can be no assurance that theinvestment objective of theScheme will be achieved.
Fund Manager:
Sharwan Kumar Goyal