Asset Sadhu
Funds/UTI Multi Asset Allocation Fund

UTI Multi Asset Allocation Fund

UTI Mutual Fund·Multi Asset Allocation·vs Nifty 200 TRI

The fund is positioned as a defensive multi-asset portfolio with meaningful gold exposure serving as a portfolio stabiliser, while maintaining core exposure to quality domestic banks and FMCG stocks. The sharp reduction in cash and addition of 28 new holdings, particularly in financials and infrastructure plays, suggests the manager is deploying liquidity into cyclical opportunities while maintaining the hybrid structure. The modest monthly return reflects the cautious stance, though the tactical pivot toward banks and away from gold indicates growing conviction in a more growth-oriented market environment.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹87.1001+0.48%
Regular Growth₹77.8429+0.40%+6.47%+17.23%+14.11%
Direct IDCW₹34.4428-0.27%
Regular IDCW₹29.3722-0.48%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
145
Top 5 Weight
24.32%
Top 10 Weight
34.52%
Max Position
13.32%
Conviction Bets
6
Gini
0.583
Large Cap
46.44%
Mid Cap
14.04%
Small Cap
2.26%
Top Sector
-
Sector Count
38
HHI (bps)
28,336
Active Stock Picker
Active Share
67.66%
vs peer portfolio
Weight Overlap
27.03%
with avg peer
Cosine Similarity
0.330
portfolio angle
Peer Count
32
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 121147+28 added2 removed55 weight shifts ≥ 0.1%
StockWeight
EQ - SHRIRAM FINANCE LTD0.85%
EQ - SUZLON ENERGY LTD.0.71%
EQ - ASHOK LEYLAND LTD0.57%
EQ - GE VERNOVA T & D INDIA LTD0.54%
EQ - FEDERAL BANK LTD.0.43%
EQ - BHARAT FORGE LTD.0.38%
EQ - SOLAR INDUSTRIES INDIA LTD.0.34%
EQ - VEDANTA LTD0.30%
EQ - APOLLO HOSPITALS ENTERPRISE LT0.25%
EQ - MTAR TECHNOLOGIES LTD0.15%
EQ - ACUTAAS CHEMICALS LIMITED0.14%
EQ - KARUR VYSYA BANK LTD.0.14%
EQ - TD POWER SYSTEMS LTD.0.10%
EQ - GREAT EASTERN SHIPPING CO. LTD0.09%
EQ - EMAMI LTD.0.05%
EQ - TRIVENI TURBINE LTD0.01%
EQ - EMCURE PHARMACEUTICALS LTD0.01%
EQ - ECLERX SERVICES LTD.0.01%
EQ - INDIAMART INTERMESH LTD0.01%
EQ - VEDANTA ALUMINIUM METAL LTD.0.13%
EQ - TALWANDI SABO POWER LTD.0.13%
EQ - VEDANTA IRON AND STEEL LTD.0.13%
EQ - MALCO ENERGY LTD.0.13%
NCD NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT0.72%
CD - INDIAN BANK LTD. - 10/12/20261.40%
CD - HDFC BANK LTD - 09/03/20271.37%
CD - NABARD - 10/03/20270.69%
6.68% GSEC MAT- 07/07/20400.27%
#Holding% to NAV
1
MF UNITS UTI MF- GOLD EXCHANGE TRADED FUND ETF
INF789F1AUX7
13.32%
2
EQ - ITC LTD.
INE154A01025
2.88%
3
EQ - HDFC BANK LIMITED
INE040A01034
2.75%
4
EQ - NESTLE INDIA LTD.
INE239A01024
2.69%
5
EQ - ICICI BANK LTD
INE090A01021
2.68%
6
EQ - TATA CONSULTANCY SERVICES LTD.
INE467B01029
2.64%
7
EQ - INFOSYS LTD.
INE009A01021
1.93%
8
EQ - BHARAT ELECTRONICS LTD.
INE263A01024
1.91%
9
EQ - ASIAN PAINTS (INDIA) LTD.
INE021A01026
1.87%
10
EQ - KOTAK MAHINDRA BANK LTD.
INE237A01036
1.85%
11
NET CURRENT ASSETS
1.82%
12
EQ - BRITANNIA INDUSTRIES LTD.
INE216A01030
1.75%
13
EQ - STATE BANK OF INDIA
INE062A01020
1.72%
14
EQ - COAL INDIA LTD.
INE522F01014
1.62%
15
EQ - CUMMINS INDIA LTD.
INE298A01020
1.60%
16
EQ - EICHER MOTORS LTD
INE066A01021
1.49%
17
CD - INDIAN BANK LTD. - 10/12/2026
INE562A16QO6
1.40%
18
EQ - TITAN COMPANY LTD.
INE280A01028
1.40%
19
EQ - BHARTI AIRTEL LTD.
INE397D01024
1.39%
20
EQ - INTERGLOBE AVIATION LTD
INE646L01027
1.38%
-18.4%
Banks12.1%
IT - Software7.4%
SOV7.0%
Food Products4.4%
Consumer Durables4.2%
Automobiles4.1%
Capital Markets3.8%
Diversified FMCG3.7%
CRISIL-A1+3.5%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does UTI Multi Asset Allocation Fund hold?

UTI Multi Asset Allocation Fund holds 145 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 24.32% of NAV.

What is the largest holding in UTI Multi Asset Allocation Fund?

The largest position in UTI Multi Asset Allocation Fund is MF UNITS UTI MF- GOLD EXCHANGE TRADED FUND ETF, accounting for 13.32% of NAV in the - sector.

Is UTI Multi Asset Allocation Fund a concentrated or diversified fund?

With a Gini coefficient of 0.583, UTI Multi Asset Allocation Fund is moderately concentrated. The HHI concentration index is 28,336 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 24.32% of the portfolio.

What is the market cap allocation of UTI Multi Asset Allocation Fund?

Based on SEBI's AMFI classification, UTI Multi Asset Allocation Fund's equity portfolio is split as: Large Cap: 46.44%, Mid Cap: 14.04%, Small Cap: 2.26%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does UTI Multi Asset Allocation Fund invest in most?

UTI Multi Asset Allocation Fund has the highest allocation to - (18.36%), Banks (12.10%), IT - Software (7.40%). The fund is invested across 38 sectors in total.

How actively managed is UTI Multi Asset Allocation Fund compared to other Multi Asset Allocation funds?

UTI Multi Asset Allocation Fund has an Active Share of 67.66%, classifying it as "Active Stock Picker" among 32 Multi Asset Allocation peers. This indicates a moderate level of differentiation from category peers.

What changed in UTI Multi Asset Allocation Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, UTI Multi Asset Allocation Fund added 28 new stocks (including EQ - SHRIRAM FINANCE LTD) and exited 2 stocks (including EQ - DIVIS LABORATORIES LTD.). Total holding count increased from 121 to 147 stocks.