- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
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
Axis Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6720 Cr | ₹1875 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 Dec 2008 | 23 Aug 2010 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
| Turn Over | 270% | 64.15% |
| Expense Ratio | 1.75 | 2.1 |
| Manager | Sunil Madhukar Patil | R Sivakumar |
| ISIN Code | INF789F01AP6 | INF846K01768 |
| Exits Load | 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 | Axis Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.9% | 1.14% |
| 6 Month | 5.45% | 10.69% |
| 1 Year | 12.54% | 20.02% |
| 3 Year | 20% | 15.78% |
| 5 Year | 14.73% | 11.97% |
SIP Return Analysis
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.55% | 5.69% |
| 1 Year | 13.1% | 23.15% |
| 3 Year | 15.9% | 16.76% |
| 5 Year | 16.37% | 13.37% |
Rolling Lumpsum Returns
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.08% | 9.35% |
| 3 Year | 9.18% | 9.1% |
| 5 Year | 8.34% | 9.27% |
Risk Management
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.04% | 9.95% |
| Sharp | 1.56% | 1.03% |
| Beta | 0.98% | 0.94% |
| Alpha | 5.38% | 0.86% |
Fund Managers
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sunil Madhukar Patil | R Sivakumar |
| Total AUM | ₹6910 Cr | ₹9709 Cr |
| Funds Managed | 4 | 10 |
| UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 36.35 | 36.99 |
| Large Cap | 46.8 | 45.67 |
| Mid Cap | 14.99 | 10.02 |
| Small Cap | 1.86 | 7.32 |
Sector Allocation
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.67 | 31.75 |
| Energy | 3.13 | 1.3 |
| Technology | 11.06 | 7.12 |
| Basic Materials | 5.35 | 7.01 |
| Consumer Defensive | 9.17 | 3.67 |
| Financial Services | 15.92 | 20.39 |
| Real Estate | 3.77 | 1.03 |
| Healthcare | 4.35 | 6.61 |
| Consumer Cyclical | 9.07 | 9.68 |
| Industrials | 5.46 | 8.6 |
| Communication Services | 3.04 | 2.76 |
| Utilities | - | 0.08 |
Top Comparisons
PGIM India Money Market Fund - Regular Plan - Growth Option
3Y Returns7.07%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.1%
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth
3Y Returns13.17%
HSBC Multi Asset Active FOF - Growth
3Y Returns17.1%
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH
3Y Returns0%
UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.26%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns20.77%
Mirae Asset Midcap Fund - Regular Plan-Growth Option
3Y Returns18.55%
