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Mirae Asset Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare
Mirae Asset Multi Asset Allocation Fund-Reg (G)
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2627 Cr | ₹6720 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹99 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Jan 2024 | 17 Dec 2008 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
| Turn Over | % | 270% |
| Expense Ratio | 2.01 | 1.75 |
| Manager | Harshad Borawake | Sunil Madhukar Patil |
| ISIN Code | INF769K01KW3 | INF789F01AP6 |
| Exits Load | Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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 | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.86% | -0.21% |
| 6 Month | 8.79% | 6.31% |
| 1 Year | 19.97% | 13.79% |
| 3 Year | - | 20.15% |
| 5 Year | - | 14.84% |
SIP Return Analysis
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.81% | 2.55% |
| 1 Year | 19.49% | 13.1% |
| 3 Year | - | 15.9% |
| 5 Year | - | 16.37% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.32% | 9.08% |
| 3 Year | - | 9.18% |
| 5 Year | - | 8.34% |
Risk Management
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.04% |
| Sharp | - | 1.56% |
| Beta | - | 0.98% |
| Alpha | - | 5.38% |
Fund Managers
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harshad Borawake | Sunil Madhukar Patil |
| Total AUM | ₹0 Cr | ₹6910 Cr |
| Funds Managed | 3 | 4 |
| Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 38.44 | 36.35 |
| Large Cap | 48.26 | 46.8 |
| Small Cap | 7.19 | 1.86 |
| Mid Cap | 6.11 | 14.99 |
Sector Allocation
| Scheme Name |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.74 | 29.67 |
| Energy | 3.11 | 3.13 |
| Utilities | 3.02 | - |
| Industrials | 5.99 | 5.46 |
| Technology | 6.28 | 11.06 |
| Consumer Cyclical | 8.65 | 9.07 |
| Basic Materials | 6 | 5.35 |
| Healthcare | 4.62 | 4.35 |
| Consumer Defensive | 4.44 | 9.17 |
| Financial Services | 22.08 | 15.92 |
| Real Estate | 1.05 | 3.77 |
| Communication Services | 3.04 | 3.04 |
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