Aditya Birla Sun Life Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4074 Cr | ₹5890 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 31 Jan 2023 | 17 Dec 2008 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
Turn Over | 0.0% | 270% |
Expense Ratio | 1.85 | 1.75 |
Manager | Dhaval Joshi | Sunil Madhukar Patil |
ISIN Code | INF209KB12R6 | INF789F01AP6 |
Exits Load | Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.75% | 0.91% |
6 Month | 9.46% | 5.66% |
1 Year | 8.73% | 5.22% |
3 Year | - | 21.52% |
5 Year | - | 16.4% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.98% | 5.07% |
1 Year | 14.92% | 8.51% |
3 Year | - | 18.55% |
5 Year | - | 16.83% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 22.68% | 9.3% |
3 Year | - | 8.9% |
5 Year | - | 8.2% |
Risk Management
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 8.04% |
Sharp | - | 1.78% |
Beta | - | 0.85% |
Alpha | - | 7.03% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Sunil Madhukar Patil |
Total AUM | ₹361932 Cr | ₹6910 Cr |
Funds Managed | 55 | 4 |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 37.94 | 34.77 |
Large Cap | 42.49 | 49.96 |
Mid Cap | 13 | 13.69 |
Small Cap | 6.57 | 1.59 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.22 | 32.93 |
Energy | 5.99 | 3.12 |
Technology | 7.59 | 14.63 |
Industrials | 7.82 | 3.09 |
Financial Services | 18.71 | 15.2 |
Consumer Cyclical | 6.35 | 5.23 |
Consumer Defensive | 6.05 | 8.43 |
Basic Materials | 4.23 | 6.88 |
Real Estate | 3.87 | 0 |
Healthcare | 4.43 | 7.42 |
Utilities | 2.1 | 0.05 |
Communication Services | 2.64 | 3.02 |
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