- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4371 Cr | ₹5902 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 | -0.2% | -0.17% |
| 6 Month | 12.71% | 9.95% |
| 1 Year | 6.16% | 1.26% |
| 3 Year | - | 18.74% |
| 5 Year | - | 15.06% |
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 | 2.34% | 1.36% |
| 1 Year | 10.13% | 5.48% |
| 3 Year | - | 16.29% |
| 5 Year | - | 15.78% |
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 | 21.28% | 9.19% |
| 3 Year | - | 8.99% |
| 5 Year | - | 8.25% |
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 | - | 1.52% |
| Beta | - | 0.1% |
| Alpha | - | 11.66% |
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 | 38.47 | 35.92 |
| Large Cap | 42.3 | 49.13 |
| Mid Cap | 13.01 | 13.41 |
| Small Cap | 6.21 | 1.53 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.34 | 32.37 |
| Energy | 5.26 | 2.92 |
| Technology | 7.72 | 13.14 |
| Industrials | 7.66 | 2.92 |
| Financial Services | 19.84 | 15.23 |
| Consumer Cyclical | 6.1 | 4.98 |
| Consumer Defensive | 6.75 | 8.68 |
| Basic Materials | 4.2 | 7.12 |
| Real Estate | 3.77 | 1.8 |
| Healthcare | 4.81 | 7.86 |
| Utilities | 2.09 | 0.05 |
| Communication Services | 2.46 | 2.93 |
Top Comparisons
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.66%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.02%
UTI Mid Cap Fund-Growth Option
3Y Returns16.13%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns23.63%
LIC MF Money Market Fund Regular - Growth
3Y Returns6.24%
HSBC Money Market Fund - Regular Growth
3Y Returns7.17%
HSBC Business Cycles Fund - Regular Growth
3Y Returns20.06%
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
3Y Returns0%
