UTI Multi Cap Fund
UTI Multi Cap Fund is a multi cap fund of UTI Asset Mgmt. Co. Ltd. with ₹2,106 cr under management. It is ahead of its benchmark (NIFTY 500 Multicap 50:25:25 Total Return Index) in 1 of 1 periods. Its direct plan charges 1.09% a year. Karthikraj Lakshmanan has managed it for 1.4 years.
Has UTI Multi Cap Fund beaten its benchmark?
Ahead of its benchmark, NIFTY 500 Multicap 50:25:25 Total Return Index, in 1 of 1 periods in AMFI's figures; −0.18% over the last year against −2.00%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.65% | −3.60% | — |
| 3 months | −1.95% | −5.03% | — |
| 6 months | +3.09% | −1.83% | — |
| 1 year | +0.05% | −4.06% | +4.11 pts |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 20 May 2025 | +3.50% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −0.18% | −1.57% | −2.00% | +1.82 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
May 2025 to 14 Oct 2026₹100 put in at the start of May 2025 would be ₹104 on 14 Oct 2026, against ₹98 in the Nifty 500 TRI.
What does UTI Multi Cap Fund cost?
1.09% a year on the direct plan, 2.25% on the regular plan; 23 of 33 funds in its category charge less.
Who manages UTI Multi Cap Fund?
Karthikraj Lakshmanan, since 16 May 2025.
What does UTI Multi Cap Fund hold?
74 holdings as of 30 Sep 2026; the ten largest are 29.1% of the fund, the largest EQ - ICICI BANK LTD at 5.0%.
Mix
Holdings as of 30 Sep 2026Five largest industries
% of fundBy company size
% of equity · SEBI size listsHow does UTI Multi Cap Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is UTI Multi Cap Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages UTI Multi Cap Fund?
Karthikraj Lakshmanan (Primary) since 16 May 2025.
What is the expense ratio of UTI Multi Cap Fund?
1.09% a year on the direct plan and 2.25% on the regular plan (expense report, Oct 2026).
See UTI Multi Cap Fund beside your own funds in Valarth
