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

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tortoise-icon Mirae Asset 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 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) ₹1800 Cr ₹5079 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 1.77
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 2.22% 1.58%
6 Month 5.16% 1.08%
1 Year 11.54% 7.42%
3 Year - 21.6%
5 Year - 17.72%

SIP Return Analysis

Scheme Name Mirae Asset Multi Asset Allocation Fund-Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month 6.85% 5.09%
1 Year 14.06% 7.22%
3 Year - 18.91%
5 Year - 16.87%

Rolling Lumpsum Returns

Scheme Name Mirae Asset Multi Asset Allocation Fund-Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 11.49% 9.3%
3 Year - 8.9%
5 Year - 8.2%

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 - 1.45%
Beta - 0.87%
Alpha - 6.45%

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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 32.51 34.4
Large Cap 51.35 44.7
Small Cap 9.32 1.74
Mid Cap 6.83 15.46

Sector Allocation

Scheme Name

Mirae Asset Multi Asset Allocation Fund-Reg (G)

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 29.93 34.4
Energy 3.88 -
Utilities 3.11 -
Technology 7.02 -
Consumer Cyclical 7.82 -
Industrials 7.23 -
Basic Materials 5.88 -
Healthcare 4.6 -
Consumer Defensive 3.44 -
Financial Services 21.65 -
Real Estate 1.93 -
Communication Services 3.51 -
Petroleum Products - 1.32
IT - Software - 10.77
Pharmaceuticals & Biotechnology - 4.46
Personal Products - 1.07
Construction - 0
Finance - 4.35
Consumer Durables - 4.42
Capital Markets - 2.94
Banks - 6.72
Diversified FMCG - 3.59
Chemicals & Petrochemicals - 1.21
Leisure Services - 1.32
Healthcare Services - 0.46
Automobiles - 2.38
Aerospace & Defense - -0.01
Cement & Cement Products - 1.74
Fertilizers & Agrochemicals - 1.18
Insurance - 1.09
Gas - 0.14
Agricultural Food & other Products - 0.7
Diversified Metals - 0.79
Food Products - 3.53
Non - Ferrous Metals - 0.22
Realty - 0
Ferrous Metals - 0.28
Industrial Products - 0.56
Auto Components - 0.31
Telecom - Services - 2.89
Consumable Fuels - 1.11
Transport Services - 1.17
Retailing - 0
Textiles & Apparels - 0.72
Power - 0.06
Beverages - 0
Financial Technology (Fintech) - 0.41

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