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Edelweiss Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare

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tortoise-icon Edelweiss Multi Asset Allocation Fund - Reg (G)

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tortoise-icon 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 Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Very High
Asset Size (Cr) ₹1735 Cr ₹5659 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 23 Jun 2023 17 Dec 2008
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), 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 % 270%
Expense Ratio 0.72 1.75
Manager Dhawal Dalal Sunil Madhukar Patil
ISIN Code INF754K01RO7 INF789F01AP6
Exits Load Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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 Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 0.33% 2.32%
6 Month 4.57% 3.29%
1 Year 8.67% 7.38%
3 Year - 22.32%
5 Year - 17.03%

SIP Return Analysis

Scheme Name Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month 2.01% 6.62%
1 Year 8.38% 10.29%
3 Year - 19.9%
5 Year - 17.48%

Rolling Lumpsum Returns

Scheme Name Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 8.01% 9.3%
3 Year - 8.9%
5 Year - 8.2%

Risk Management

Scheme Name Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation - 8.04%
Sharp - 1.45%
Beta - 0.87%
Alpha - 6.45%

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Fund Managers

Scheme Name Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Dhawal Dalal Sunil Madhukar Patil
Total AUM ₹25974 Cr ₹6910 Cr
Funds Managed 12 4
Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Edelweiss Multi Asset Allocation Fund - Reg (G)

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 71.63 33.26
Large Cap 23.36 44.14
Mid Cap 4.97 15.6
Small Cap 0.04 1.76

Sector Allocation

Scheme Name

Edelweiss Multi Asset Allocation Fund - Reg (G)

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 71.22 33.26
Energy 5.37 -
Technology 0.98 -
Basic Materials 2.66 -
Consumer Defensive 0.62 -
Financial Services 8.66 -
Healthcare 1.09 -
Industrials 2.87 -
Consumer Cyclical 3.04 -
Utilities 0.04 -
Communication Services 3.43 -
Real Estate 0 -
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

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