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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