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) | ₹6551 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 | 0.33% | 3.27% |
| 6 Month | 5.88% | 11.21% |
| 1 Year | 10.68% | 16.66% |
| 3 Year | 19.97% | 21.52% |
| 5 Year | 15.01% | 25.48% |
SIP Return Analysis
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 6 Month | 5.1% | 8.84% |
| 1 Year | 17.91% | 30.77% |
| 3 Year | 17.51% | 22.52% |
| 5 Year | 17.08% | 22.01% |
Rolling Lumpsum Returns
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Year | 9.01% | 7.46% |
| 3 Year | 9.15% | 7.55% |
| 5 Year | 8.33% | 8.18% |
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 | 1.54% | 0.856% |
| Beta | 0.96% | - |
| Alpha | 6.11% | - |
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 | 65.31 |
| Large Cap | 47.84 | 26.31 |
| Mid Cap | 14.63 | 5.19 |
| Small Cap | 2.54 | 3.19 |
Sector Allocation
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 29.69 | 60.4 |
| Energy | 3.13 | - |
| Technology | 11.92 | 9.86 |
| Basic Materials | 6.16 | - |
| Consumer Defensive | 9.37 | 2.76 |
| Financial Services | 16.04 | 20.21 |
| Healthcare | 4.33 | - |
| Real Estate | 3 | 2.1 |
| Consumer Cyclical | 7.68 | 1.38 |
| Industrials | 5.61 | 0.92 |
| Communication Services | 3.08 | - |
| Utilities | 0 | 2.37 |
Top Comparisons
ICICI Prudential Overnight Fund - Growth
3Y Returns6.33%
Sundaram Overnight Fund Regular Plan - Growth
3Y Returns6.3%
Kotak Large & Midcap Fund - Growth
3Y Returns18.92%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns17.19%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25.82%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns13.5%
ITI Mid Cap Fund Regular - Growth
3Y Returns24.21%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns17.29%