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UTI Multi Asset Allocation Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4371 Cr | ₹5902 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Jan 2023 | 17 Dec 2008 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
| Turn Over | 0.0% | 270% |
| Expense Ratio | 1.85 | 1.75 |
| Manager | Dhaval Joshi | Sunil Madhukar Patil |
| ISIN Code | INF209KB12R6 | INF789F01AP6 |
| Exits Load | Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.43% | -1.12% |
| 6 Month | 9.45% | 6.14% |
| 1 Year | 8.94% | 3.78% |
| 3 Year | - | 18.15% |
| 5 Year | - | 15.37% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.09% | 2.29% |
| 1 Year | 9.66% | 5.27% |
| 3 Year | - | 16.51% |
| 5 Year | - | 15.79% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.28% | 9.19% |
| 3 Year | - | 8.99% |
| 5 Year | - | 8.25% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.04% |
| Sharp | - | 1.52% |
| Beta | - | 0.1% |
| Alpha | - | 11.66% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Sunil Madhukar Patil |
| Total AUM | ₹361932 Cr | ₹6910 Cr |
| Funds Managed | 55 | 4 |
| Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 38.47 | 35.92 |
| Large Cap | 42.3 | 49.13 |
| Mid Cap | 13.01 | 13.41 |
| Small Cap | 6.21 | 1.53 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.34 | 32.37 |
| Energy | 5.26 | 2.92 |
| Technology | 7.72 | 13.14 |
| Industrials | 7.66 | 2.92 |
| Financial Services | 19.84 | 15.23 |
| Consumer Cyclical | 6.1 | 4.98 |
| Consumer Defensive | 6.75 | 8.68 |
| Basic Materials | 4.2 | 7.12 |
| Real Estate | 3.77 | 1.8 |
| Healthcare | 4.81 | 7.86 |
| Utilities | 2.09 | 0.05 |
| Communication Services | 2.46 | 2.93 |
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