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	₹5659 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	2.47%	2.32%
6 Month	6.06%	3.29%
1 Year	9.19%	7.38%
3 Year	-	22.32%
5 Year	-	17.03%

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	7.68%	6.35%
1 Year	15.14%	10.59%
3 Year	-	19.26%
5 Year	-	17.22%

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	-	8.54%
Sharp	-	1.67%
Beta	-	0.87%
Alpha	-	6.45%

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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	36.29	33.26
Large Cap	43.72	44.14
Mid Cap	12.89	15.6
Small Cap	7.1	1.76

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	29.65	33.26
Energy	6.02	-
Technology	7.22	-
Industrials	8.12	-
Financial Services	18.71	-
Consumer Cyclical	6.49	-
Consumer Defensive	6.44	-
Basic Materials	4.1	-
Real Estate	3.96	-
Healthcare	4.54	-
Utilities	2.18	-
Communication Services	2.56	-
Petroleum Products	-	1.3
IT - Software	-	10.99
Pharmaceuticals & Biotechnology	-	4.4
Personal Products	-	1
Construction	-	0
Finance	-	4.45
Consumer Durables	-	4.03
Capital Markets	-	3.39
Banks	-	6.52
Diversified FMCG	-	3.46
Chemicals & Petrochemicals	-	1.18
Leisure Services	-	1.27
Healthcare Services	-	0.46
Automobiles	-	2.02
Aerospace & Defense	-	-0.01
Cement & Cement Products	-	1.65
Fertilizers & Agrochemicals	-	1.11
Insurance	-	1.15
Automobile and Auto Components	-	0.29
Gas	-	0.15
Agricultural Food & other Products	-	0.69
Diversified Metals	-	0.8
Food Products	-	3.47
Non - Ferrous Metals	-	0.23
Realty	-	0
Ferrous Metals	-	0.32
Industrial Products	-	0.61
Auto Components	-	0.32
Telecom - Services	-	2.8
Consumable Fuels	-	1.1
Transport Services	-	1.16
Retailing	-	0
Textiles & Apparels	-	0.72
Power	-	0.05
Beverages	-	0
Financial Technology (Fintech)	-	0.42