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

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Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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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)	₹3710 Cr	₹5079 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	1.77
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

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	4.34%	3.85%
6 Month	7.34%	4.5%
1 Year	13.95%	9.47%
3 Year	-	20.99%
5 Year	-	18.99%

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	5.96%	4.16%
1 Year	11.32%	6.69%
3 Year	-	19.63%
5 Year	-	17.13%

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	23.69%	9.35%
3 Year	-	8.78%
5 Year	-	8.16%

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	-	1.23%
Beta	-	0.89%
Alpha	-	5.95%

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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

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	35.73	34.26
Large Cap	42.47	48.18
Mid Cap	13.5	13.48
Small Cap	8.29	0

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	31.66	34.26
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	-	3.23
IT - Software	-	9.48
Pharmaceuticals & Biotechnology	-	4.73
Personal Products	-	1.57
Construction	-	0
Finance	-	1.41
Consumer Durables	-	5.05
Banks	-	4.72
Diversified FMCG	-	3.86
Electrical Equipment	-	0.71
Leisure Services	-	1.33
Healthcare Services	-	0.63
Aerospace & Defense	-	-0.01
Automobiles	-	4.09
Insurance	-	1.2
Capital Markets	-	0
Gas	-	0.31
Fertilizers & Agrochemicals	-	0.49
Agricultural Food & other Products	-	0.53
Diversified Metals	-	1.5
Food Products	-	1.61
Realty	-	0.36
Oil	-	0.38
Industrial Products	-	0.66
Auto Components	-	1.21
Chemicals & Petrochemicals	-	0.62
Telecom - Services	-	3.14
Financial Technology (Fintech)	-	0.78
Cement & Cement Products	-	1.05
Consumable Fuels	-	0
Transport Services	-	0.98
Retailing	-	4.5
Textiles & Apparels	-	0.48
Power	-	0.36
Beverages	-	0.7