Aditya Birla Sun Life Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare

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Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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%

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%

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%

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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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

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

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