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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) ₹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

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 4.34% 3.85%
6 Month 7.34% 4.5%
1 Year 13.95% 9.47%
3 Year - 20.99%
5 Year - 18.99%

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 5.96% 4.16%
1 Year 11.32% 6.69%
3 Year - 19.63%
5 Year - 17.13%

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 23.69% 9.35%
3 Year - 8.78%
5 Year - 8.16%

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 - 1.23%
Beta - 0.89%
Alpha - 5.95%

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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 34.26
Large Cap 42.47 48.18
Mid Cap 13.5 13.48
Small Cap 8.29 0

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 34.26
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

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