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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) | ₹2515 Cr | ₹6376 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 | 0.74% | 0.58% |
| 6 Month | 9.18% | 8.38% |
| 1 Year | 16.26% | 12.16% |
| 3 Year | - | 20.04% |
| 5 Year | - | 15.72% |
SIP Return Analysis
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.91% | 4.39% |
| 1 Year | 20.64% | 16.59% |
| 3 Year | - | 17.84% |
| 5 Year | - | 16.96% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.42% | 8.99% |
| 3 Year | - | 9.11% |
| 5 Year | - | 8.31% |
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 | - | 1.52% |
| Beta | - | 0.93% |
| Alpha | - | 5.69% |
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 | 36.47 | 35.51 |
| Large Cap | 49.47 | 47.8 |
| Small Cap | 8.07 | 2.87 |
| Mid Cap | 5.99 | 13.82 |
Sector Allocation
| Scheme Name |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.86 | 30.44 |
| Energy | 3.41 | 2.85 |
| Utilities | 3.3 | 0.02 |
| Technology | 5.68 | 11.37 |
| Consumer Cyclical | 8.84 | 7.16 |
| Industrials | 5.59 | 5.41 |
| Basic Materials | 6.39 | 6.31 |
| Healthcare | 4.18 | 5.2 |
| Consumer Defensive | 4.53 | 9.54 |
| Financial Services | 21.78 | 15.73 |
| Real Estate | 1.3 | 3.05 |
| Communication Services | 3.13 | 2.92 |
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