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UTI Multi Asset Allocation Fund vs Axis Multi Asset Allocation Fund compare
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6551 Cr | ₹1786 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 Dec 2008 | 23 Aug 2010 |
| 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) | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
| Turn Over | 270% | 64.15% |
| Expense Ratio | 1.75 | 2.1 |
| Manager | Sunil Madhukar Patil | R Sivakumar |
| ISIN Code | INF789F01AP6 | INF846K01768 |
| 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 | Axis Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.51% | 1.02% |
| 6 Month | 6.86% | 9.96% |
| 1 Year | 8.73% | 12.15% |
| 3 Year | 19.4% | 13.78% |
| 5 Year | 15.07% | 11.65% |
SIP Return Analysis
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.38% | 5.59% |
| 1 Year | 17.57% | 23.27% |
| 3 Year | 17.53% | 16.14% |
| 5 Year | 16.9% | 12.72% |
Rolling Lumpsum Returns
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.01% | 9.32% |
| 3 Year | 9.15% | 9.07% |
| 5 Year | 8.33% | 9.22% |
Risk Management
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.04% | 9.95% |
| Sharp | 1.54% | 0.86% |
| Beta | 0.96% | 0.96% |
| Alpha | 6.11% | 0.24% |
Fund Managers
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sunil Madhukar Patil | R Sivakumar |
| Total AUM | ₹6910 Cr | ₹9709 Cr |
| Funds Managed | 4 | 10 |
| UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35 | 36.33 |
| Large Cap | 47.84 | 40.43 |
| Mid Cap | 14.63 | 13.51 |
| Small Cap | 2.54 | 9.73 |
Sector Allocation
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.69 | 27.73 |
| Energy | 3.13 | 1.35 |
| Technology | 11.92 | 6.06 |
| Basic Materials | 6.16 | 5.8 |
| Consumer Defensive | 9.37 | 3.98 |
| Financial Services | 16.04 | 17.27 |
| Healthcare | 4.33 | 6.77 |
| Real Estate | 3 | 1.81 |
| Consumer Cyclical | 7.68 | 15.3 |
| Industrials | 5.61 | 10.49 |
| Communication Services | 3.08 | 3.34 |
| Utilities | 0 | 0.08 |
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