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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) | ₹5213 Cr | ₹6551 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 | 4.42% | 1.76% |
| 6 Month | 11.68% | 7.69% |
| 1 Year | 18.75% | 11.61% |
| 3 Year | - | 21.21% |
| 5 Year | - | 15.32% |
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 | 5.86% | 3.45% |
| 1 Year | 23.53% | 15.34% |
| 3 Year | - | 17.13% |
| 5 Year | - | 16.84% |
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 | 20.47% | 9.01% |
| 3 Year | - | 9.15% |
| 5 Year | - | 8.33% |
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 | - | 1.54% |
| Beta | - | 0.96% |
| Alpha | - | 6.11% |
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 | 41.45 | 35 |
| Large Cap | 42.02 | 47.84 |
| Mid Cap | 11.86 | 14.63 |
| Small Cap | 4.67 | 2.54 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.79 | 29.69 |
| Energy | 5.56 | 3.13 |
| Technology | 7.01 | 11.92 |
| Consumer Cyclical | 6.46 | 7.68 |
| Industrials | 6.57 | 5.61 |
| Financial Services | 20.52 | 16.04 |
| Consumer Defensive | 5.78 | 9.37 |
| Basic Materials | 3.76 | 6.16 |
| Real Estate | 3.71 | 3 |
| Healthcare | 4.03 | 4.33 |
| Utilities | 1.78 | 0 |
| Communication Services | 3.02 | 3.08 |
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