Quant Multi Asset Fund vs UTI Multi Asset Allocation Fund compare
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Quant Multi Asset Allocation Fund-Growth
Chart Comparison
Overview
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Fund | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹6106 Cr | ₹3162 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Dec 2008 | 18 Apr 2001 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) | BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00) |
| Turn Over | 270% | % |
| Expense Ratio | 1.75 | 1.88 |
| Manager | Sunil Madhukar Patil | Sanjeev Sharma |
| ISIN Code | INF789F01AP6 | INF966L01200 |
| Exits Load | 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 | Quant Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Month | 2.12% | 1.2% |
| 6 Month | 8.09% | 12.21% |
| 1 Year | 12.17% | 15.29% |
| 3 Year | 19.94% | 20.45% |
| 5 Year | 15.71% | 26.02% |
SIP Return Analysis
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 6 Month | 4.39% | 6.07% |
| 1 Year | 16.59% | 23.58% |
| 3 Year | 17.84% | 20.8% |
| 5 Year | 16.96% | 21.23% |
Rolling Lumpsum Returns
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Year | 8.99% | 7.45% |
| 3 Year | 9.11% | 7.53% |
| 5 Year | 8.31% | 8.16% |
Risk Management
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Standard Deviation | 8.04% | 13.259% |
| Sharp | 1.52% | 0.856% |
| Beta | 0.93% | - |
| Alpha | 5.69% | - |
Fund Managers
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Name | Sunil Madhukar Patil | Sanjeev Sharma |
| Total AUM | ₹6910 Cr | ₹39731 Cr |
| Funds Managed | 4 | 22 |
| UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
Market Cap
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 35.51 | 59.3 |
| Large Cap | 47.8 | 33.3 |
| Mid Cap | 13.82 | 5.95 |
| Small Cap | 2.87 | 1.45 |
Sector Allocation
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 30.44 | 54.33 |
| Energy | 2.85 | - |
| Technology | 11.37 | 8.61 |
| Basic Materials | 6.31 | - |
| Consumer Defensive | 9.54 | 4.75 |
| Financial Services | 15.73 | 24.97 |
| Healthcare | 5.2 | - |
| Real Estate | 3.05 | 2.25 |
| Consumer Cyclical | 7.16 | 1.45 |
| Industrials | 5.41 | 1.04 |
| Communication Services | 2.92 | - |
| Utilities | 0.02 | 2.59 |
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