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) | ₹5941 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 | 3.37% | 3.01% |
6 Month | 11.84% | 14.55% |
1 Year | 3.4% | 3.34% |
3 Year | 19.44% | 19.34% |
5 Year | 15.91% | 25.49% |
SIP Return Analysis
Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
6 Month | 4.04% | 4.58% |
1 Year | 11.71% | 14.16% |
3 Year | 17.74% | 19.15% |
5 Year | 16.55% | 20.78% |
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 | 1.41% | 0.856% |
Beta | 0.09% | - |
Alpha | 11.02% | - |
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 | 35.67 | 56.37 |
Large Cap | 49.26 | 35.18 |
Mid Cap | 13.53 | 6.03 |
Small Cap | 1.55 | 2.43 |
Sector Allocation
Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Others | 30.92 | 51.86 |
Energy | 2.85 | 0 |
Technology | 12.98 | 8.85 |
Consumer Defensive | 8.81 | 5.12 |
Industrials | 3.43 | 1.07 |
Financial Services | 14.8 | 26.62 |
Basic Materials | 7.17 | - |
Healthcare | 7.44 | - |
Real Estate | 3 | 2.35 |
Consumer Cyclical | 5.38 | 1.53 |
Utilities | 0.05 | 2.6 |
Communication Services | 3.18 | - |
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