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)	₹2627 Cr	₹6551 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

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	2.72%	0.68%
6 Month	9.47%	6.67%
1 Year	19.19%	11.41%
3 Year	-	20.38%
5 Year	-	15.01%

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	6.77%	4.87%
1 Year	24.35%	17.66%
3 Year	-	17.13%
5 Year	-	16.84%

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	10.42%	9.05%
3 Year	-	9.17%
5 Year	-	8.33%

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	8.04%
Sharp	-	1.54%
Beta	-	0.96%
Alpha	-	6.11%

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	19.19	33.46
Large Cap	50.82	44.18
Small Cap	8.15	1.65
Mid Cap	7.29	18.69

Scheme Name	Mirae Asset Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	18.67	29.69
Petroleum Products	2.34	1.05
Gas	0.57	-
IT - Software	5.03	9.37
Retailing	2.47	0.32
Auto Components	1.05	0.19
Construction	2.25	-
Cement & Cement Products	1.69	0.96
Pharmaceuticals & Biotechnology	3.46	2.58
Personal Products	0.38	1.21
Consumer Durables	2.21	4.72
Healthcare Services	0.2	0.72
Banks	15.37	8.27
Diversified FMCG	2.24	3.52
Finance	3.25	2.82
Textiles & Apparels	0.09	0.55
Non - Ferrous Metals	0.7	0.39
Insurance	1.1	1.49
Electrical Equipment	0.98	-
Leisure Services	1.07	0.37
Automobiles	3.52	5.86
Aerospace & Defense	1.03	1.69
Ferrous Metals	0.7	0.02
Realty	1.16	1.78
Commercial Services & Supplies	0.33	-
IT - Services	0.48	-
Chemicals & Petrochemicals	0.6	1.19
Power	2.43	-
Telecom - Services	3.24	3.07
Capital Markets	2.21	3.93
Beverages	0.62	-
Diversified Metals	1.06	0
Oil	0.46	-
Food Products	0.65	3.8
Consumable Fuels	0.53	1.92
Fertilizers & Agrochemicals	0.36	0.33
Transport Services	0.53	1.28
Transport Infrastructure	0.42	0.77
Agricultural Food & other Products	-	0.87
-	-	1.22
Industrial Products	-	1.41
Financial Technology (Fintech)	-	0.62