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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) | ₹5079 Cr | ₹1316 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 | 1.77 | 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 | 3.13% | 2.78% |
| 6 Month | 4.25% | 3.58% |
| 1 Year | 9.36% | 10.57% |
| 3 Year | 20.97% | 12.86% |
| 5 Year | 19.52% | 16.69% |
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 | 4.16% | 4.21% |
| 1 Year | 6.69% | 6.56% |
| 3 Year | 19.63% | 12.86% |
| 5 Year | 17.13% | 11.28% |
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 | 9.35% | 9.35% |
| 3 Year | 8.78% | 8.92% |
| 5 Year | 8.16% | 8.93% |
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% | 10.251% |
| Sharp | 1.23% | 0.074% |
| Beta | 0.89% | - |
| Alpha | 5.95% | - |
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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 | 34.26 | 35.22 |
| Large Cap | 48.18 | 47.19 |
| Mid Cap | 13.48 | 8.9 |
| Small Cap | 0 | 8.68 |
Sector Allocation
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.26 | 34.44 |
| 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 | - |
| Energy | - | 3.14 |
| Technology | - | 6.66 |
| Consumer Cyclical | - | 9.25 |
| Consumer Defensive | - | 4.41 |
| Industrials | - | 6.83 |
| Basic Materials | - | 6.17 |
| Financial Services | - | 20.2 |
| Healthcare | - | 5.16 |
| Real Estate | - | 1.45 |
| Utilities | - | 0.7 |
| Communication Services | - | 1.6 |
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