Axis Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare

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UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

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Axis 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	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)	₹5079 Cr	₹1316 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	1.77	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

Scheme Name	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.58%	2.4%
6 Month	1.08%	0.77%
1 Year	7.42%	8.43%
3 Year	21.6%	13.6%
5 Year	17.72%	15.22%

Scheme Name	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	5.09%	5.73%
1 Year	7.22%	8.1%
3 Year	18.91%	12.85%
5 Year	16.87%	11.21%

Scheme Name	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	9.3%	9.42%
3 Year	8.9%	8.9%
5 Year	8.2%	9.02%

Scheme Name	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	8.04%	10.251%
Sharp	1.45%	0.074%
Beta	0.87%	-
Alpha	6.45%	-

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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

Scheme Name	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	34.4	35.22
Large Cap	44.7	47.19
Mid Cap	15.46	8.9
Small Cap	1.74	8.68

Scheme Name	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	34.4	34.44
Petroleum Products	1.32	-
IT - Software	10.77	-
Pharmaceuticals & Biotechnology	4.46	-
Personal Products	1.07	-
Construction	0	-
Finance	4.35	-
Consumer Durables	4.42	-
Capital Markets	2.94	-
Banks	6.72	-
Diversified FMCG	3.59	-
Chemicals & Petrochemicals	1.21	-
Leisure Services	1.32	-
Healthcare Services	0.46	-
Automobiles	2.38	-
Aerospace & Defense	-0.01	-
Cement & Cement Products	1.74	-
Fertilizers & Agrochemicals	1.18	-
Insurance	1.09	-
Gas	0.14	-
Agricultural Food & other Products	0.7	-
Diversified Metals	0.79	-
Food Products	3.53	-
Non - Ferrous Metals	0.22	-
Realty	0	-
Ferrous Metals	0.28	-
Industrial Products	0.56	-
Auto Components	0.31	-
Telecom - Services	2.89	-
Consumable Fuels	1.11	-
Transport Services	1.17	-
Retailing	0	-
Textiles & Apparels	0.72	-
Power	0.06	-
Beverages	0	-
Financial Technology (Fintech)	0.41	-
Energy	-	3.14
Technology	-	6.66
Consumer Cyclical	-	9.25
Consumer Defensive	-	4.41
Industrials	-	6.83
Basic Materials	-	6.17
Financial Services	-	20.2
Healthcare	-	5.16
Real Estate	-	1.45
Utilities	-	0.7
Communication Services	-	1.6