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) | ₹5902 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 | -1.12% | -1.3% |
6 Month | 6.14% | 11.26% |
1 Year | 3.78% | 8.08% |
3 Year | 18.15% | 20.04% |
5 Year | 15.37% | 25.07% |
SIP Return Analysis
Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
6 Month | 2.29% | 4.22% |
1 Year | 5.27% | 8.87% |
3 Year | 16.51% | 18.33% |
5 Year | 15.79% | 20.62% |
Rolling Lumpsum Returns
Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
1 Year | 9.19% | 7.44% |
3 Year | 8.99% | 7.5% |
5 Year | 8.25% | 8.13% |
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 | 0.1% | - |
Alpha | 11.66% | - |
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 | 35.92 | 58.96 |
Large Cap | 49.13 | 32.08 |
Mid Cap | 13.41 | 6.26 |
Small Cap | 1.53 | 2.69 |
Sector Allocation
Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Others | 32.37 | 55.09 |
Energy | 2.92 | 0.99 |
Technology | 13.14 | 6.26 |
Consumer Defensive | 8.68 | 3.21 |
Industrials | 2.92 | 1.08 |
Financial Services | 15.23 | 27.2 |
Basic Materials | 7.12 | - |
Healthcare | 7.86 | - |
Real Estate | 1.8 | 1.72 |
Consumer Cyclical | 4.98 | 1.69 |
Utilities | 0.05 | 2.76 |
Communication Services | 2.93 | - |
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