UTI Multi Cap Fund - Regular Plan - Growth Option

Fund House: UTI Mutual Fund

Category: Equity: Multi Cap

Status: Open Ended Schemes

Launch Date: 29-04-2025

Minimum Investment: 1000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: Nifty500 Multicap 50:25:25 TRI

Total Assets: 2130.93 As on (31-07-2026)

Expense Ratio: 2.24% As on (31-07-2026)

Turn over: 81.00% | Exit Load: 1% if redeemed/ switched-out within 90 days from the date of allotment; Nil thereafter

NAV as on 18-08-2026

10.7423

-0.009

CAGR Since Inception

6.21%

Nifty500 Multicap 50:25:25 TRI 15.54%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
UTI Multi Cap Fund - Regular Plan - Growth Option 5.19 - - - 6.21
NIFTY500 MULTICAP 50:25:25 TRI 6.73 14.84 13.87 14.73 15.54
Equity: Multi Cap 8.14 15.74 14.02 14.47 14.19

Funds Manager

Mr. Karthikraj Lakshmanan

RETURNS CALCULATORS for UTI Multi Cap Fund - Regular Plan - Growth Option

Growth of In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of UTI Multi Cap Fund - Regular Plan - Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of UTI Multi Cap Fund - Regular Plan - Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
UTI Multi Cap Fund Reg Plan Gr 29-04-2025 5.19 0.0 0.0 0.0 0.0
Groww MultiCap Fund Reg Gr 16-12-2024 18.32 0.0 0.0 0.0 0.0
TrustMF Multi Cap Fund Reg Plan Gr 30-06-2025 18.25 0.0 0.0 0.0 0.0
Bank Of India Multi Cap Fund Reg Gr 03-03-2023 14.14 5.71 18.85 0.0 0.0
ITI Multi Cap Reg Gr 15-05-2019 13.49 4.59 17.8 13.69 0.0
MahIndra Manulife Multi Cap Fund Reg Gr 05-05-2017 12.82 5.96 17.69 15.76 0.0
Union MultiCap Fund Reg Gr 19-12-2022 12.56 6.51 15.82 0.0 0.0
Bajaj Finserv Multi Cap Fund Reg Gr 27-02-2025 11.38 0.0 0.0 0.0 0.0
Axis MultiCap Fund Reg Gr 05-12-2021 11.37 6.97 20.64 0.0 0.0
Motilal Oswal Multi Cap Fund Reg Gr 18-06-2024 11.28 14.32 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of UTI Multi Cap Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
UTI Multi Cap Fund - Regular Plan - Growth Option - - - - - -
Equity: Multi Cap - - - - - -