Question 1

Which funds are similar to UTI Multi Asset Allocation Fund Direct-Growth?

Accepted Answer

Funds similar to UTI Multi Asset Allocation Fund Direct-Growth in the Hybrid: Multi Asset Allocation category include ICICI Prudential Multi Asset Fund Direct-Growth, SBI Multi Asset Allocation Fund Direct-Growth, and Nippon India Multi Asset Allocation Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of UTI Multi Asset Allocation Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis UTI Multi Asset Allocation Fund Direct-Growth is ranked 4 out of 9 funds in the Hybrid: Multi Asset Allocation category as of 16 Jul 2026. On a 5-year return basis it ranks 2 out of 6. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does UTI Multi Asset Allocation Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

UTI Multi Asset Allocation Fund Direct-Growth has an expense ratio of 0.79%. The peers ICICI Prudential Multi Asset Fund Direct-Growth has an expense ratio of 0.82% and SBI Multi Asset Allocation Fund Direct-Growth has 0.69%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does UTI Multi Asset Allocation Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

UTI Multi Asset Allocation Fund Direct-Growth has an AUM of ₹6,890.13 crore. The peers ICICI Prudential Multi Asset Fund Direct-Growth has an AUM of ₹84,990.6 crore and SBI Multi Asset Allocation Fund Direct-Growth has ₹19,354.2 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Hybrid: Multi Asset Allocation?

Accepted Answer

The top performing fund in the Hybrid: Multi Asset Allocation category on a 3-year basis is Quant Multi Asset Allocation Fund Direct-Growth with a CAGR of 24.15% as of 16 Jul 2026. UTI Multi Asset Allocation Fund Direct-Growth has delivered 16.30% CAGR over the same period, ranking 4 out of 9 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does UTI Multi Asset Allocation Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, UTI Multi Asset Allocation Fund Direct-Growth has a Sharpe ratio of 0.96 compared to the Hybrid: Multi Asset Allocation average of 1.07 as of 16 Jul 2026. It ranks 14 out of 23 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+5.65%	10.23%	21 / 23
3Y Return	+16.30%	14.65%	4 / 9
5Y Return	+14.18%	13.46%	2 / 6
10Y Return	+11.33%	11.59%	2 / 2

UTI Multi Asset Allocation Fund Direct-Growth

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Funds in Hybrid: Multi Asset Allocation

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Funds in Hybrid: Multi Asset Allocation

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