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UTI Multi Asset Allocation Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare

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tortoise-icon Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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tortoise-icon UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹4074 Cr ₹5659 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 2.88% 2.45%
6 Month 7.31% 4.54%
1 Year 10.4% 8.62%
3 Year - 22.28%
5 Year - 17.32%

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 8.13% 6.62%
1 Year 15.33% 10.29%
3 Year - 19.9%
5 Year - 17.48%

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 22.68% 9.3%
3 Year - 8.9%
5 Year - 8.2%

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 - 1.45%
Beta - 0.87%
Alpha - 6.45%

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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 35.73 34.4
Large Cap 42.47 44.7
Mid Cap 13.5 15.46
Small Cap 8.29 1.74

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 31.66 34.4
Energy 5.67 -
Technology 7.27 -
Industrials 7.39 -
Financial Services 17.46 -
Consumer Cyclical 8.83 -
Consumer Defensive 5.21 -
Basic Materials 2.63 -
Healthcare 5.95 -
Real Estate 3.14 -
Utilities 2.33 -
Communication Services 2.46 -
Petroleum Products - 1.32
IT - Software - 10.77
Pharmaceuticals & Biotechnology - 4.46
Personal Products - 1.07
Construction - 0
Finance - 4.35
Consumer Durables - 4.42
Capital Markets - 2.94
Banks - 6.72
Diversified FMCG - 3.59
Chemicals & Petrochemicals - 1.21
Leisure Services - 1.32
Healthcare Services - 0.46
Automobiles - 2.38
Aerospace & Defense - -0.01
Cement & Cement Products - 1.74
Fertilizers & Agrochemicals - 1.18
Insurance - 1.09
Gas - 0.14
Agricultural Food & other Products - 0.7
Diversified Metals - 0.79
Food Products - 3.53
Non - Ferrous Metals - 0.22
Realty - 0
Ferrous Metals - 0.28
Industrial Products - 0.56
Auto Components - 0.31
Telecom - Services - 2.89
Consumable Fuels - 1.11
Transport Services - 1.17
Retailing - 0
Textiles & Apparels - 0.72
Power - 0.06
Beverages - 0
Financial Technology (Fintech) - 0.41

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