Mirae Asset Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare

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Mirae Asset Multi Asset Allocation Fund-Reg (G)

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UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹2371 Cr	₹6106 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹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

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.55%	1.83%
6 Month	9.21%	6.9%
1 Year	11.91%	7.06%
3 Year	-	19.3%
5 Year	-	15.64%

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	5.19%	4.31%
1 Year	19.88%	14.53%
3 Year	-	17.35%
5 Year	-	16.63%

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	10.42%	9.1%
3 Year	-	9.04%
5 Year	-	8.28%

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	8.04%
Sharp	-	1.44%
Beta	-	0.11%
Alpha	-	11.15%

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

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	36.28	34.85
Large Cap	49.41	48.17
Small Cap	8.05	1.11
Mid Cap	6.26	16.06

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	32.85	31.7
Energy	3.58	-
Utilities	3.52	-
Technology	4.96	-
Consumer Cyclical	8.86	-
Industrials	5.91	-
Healthcare	3.9	-
Consumer Defensive	4.52	-
Financial Services	21.13	-
Basic Materials	6.31	-
Real Estate	1.29	-
Communication Services	3.16	-
Petroleum Products	-	1.66
IT - Software	-	9.88
Personal Products	-	0.95
Finance	-	4.83
Consumer Durables	-	3.51
Capital Markets	-	3.43
Healthcare Services	-	1.14
Banks	-	7.11
Diversified FMCG	-	3.7
Realty	-	1.88
Pharmaceuticals & Biotechnology	-	4.99
Chemicals & Petrochemicals	-	2.33
Leisure Services	-	0.3
Automobiles	-	2.87
Aerospace & Defense	-	-0.01
Cement & Cement Products	-	1.8
Insurance	-	2.59
Fertilizers & Agrochemicals	-	0.98
Agricultural Food & other Products	-	0.74
-	-	1.27
Gas	-	0.13
Diversified Metals	-	0
Food Products	-	3.68
Non - Ferrous Metals	-	0.34
Ferrous Metals	-	0.3
Industrial Products	-	0.79
Auto Components	-	0.39
Telecom - Services	-	3.09
Consumable Fuels	-	1.08
Transport Services	-	1.56
Textiles & Apparels	-	0.63
Power	-	0.04
Financial Technology (Fintech)	-	0.51