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)	₹2187 Cr	₹5941 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	2.72%	3.37%
6 Month	12.86%	11.84%
1 Year	8.65%	3.4%
3 Year	-	19.44%
5 Year	-	15.91%

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	3.9%	4.04%
1 Year	15.5%	11.71%
3 Year	-	17.74%
5 Year	-	16.55%

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	11.01%	9.19%
3 Year	-	8.99%
5 Year	-	8.25%

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	8.04%
Sharp	-	1.41%
Beta	-	0.09%
Alpha	-	11.02%

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	36.84	35.67
Large Cap	49.79	49.26
Small Cap	7.94	1.55
Mid Cap	5.43	13.53

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	33.82	30.92
Energy	3.6	2.85
Utilities	2.97	0.05
Technology	5.28	12.98
Consumer Cyclical	8.37	5.38
Industrials	6.35	3.43
Healthcare	4.12	7.44
Consumer Defensive	4.16	8.81
Financial Services	21.43	14.8
Basic Materials	5.34	7.17
Real Estate	1.3	3
Communication Services	3.26	3.18