Edelweiss Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare
Edelweiss Multi Asset Allocation Fund - Reg (G)
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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 | ₹5890 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 | 0.56% | 1.18% |
6 Month | 4.58% | 6.1% |
1 Year | 8.55% | 5.6% |
3 Year | - | 21.8% |
5 Year | - | 16.8% |
SIP Return Analysis
Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2% | 5.07% |
1 Year | 8.4% | 8.51% |
3 Year | - | 18.55% |
5 Year | - | 16.83% |
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 | - | 1.78% |
Beta | - | 0.85% |
Alpha | - | 7.03% |
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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 | 34.08 |
Large Cap | 23.36 | 51.81 |
Mid Cap | 4.97 | 12.56 |
Small Cap | 0.04 | 1.55 |
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 | 3.21 |
Technology | 0.98 | 13.18 |
Basic Materials | 2.66 | 6.46 |
Consumer Defensive | 0.62 | 8.4 |
Financial Services | 8.66 | 15.81 |
Healthcare | 1.09 | 5.45 |
Industrials | 2.87 | 4.24 |
Consumer Cyclical | 3.04 | 6.17 |
Utilities | 0.04 | 0.31 |
Communication Services | 3.43 | 2.91 |
Real Estate | 0 | 0.62 |
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