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UTI Multi Asset Allocation Fund vs Axis Multi Asset Allocation Fund compare

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tortoise-icon UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

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tortoise-icon Axis 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 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) ₹5659 Cr ₹1436 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 2.45% 2.16%
6 Month 4.54% 4.44%
1 Year 8.62% 8.57%
3 Year 22.28% 13.87%
5 Year 17.32% 14.8%

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 6.62% 6.76%
1 Year 10.29% 10.18%
3 Year 19.9% 13.79%
5 Year 17.48% 11.73%

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 9.3% 9.42%
3 Year 8.9% 8.9%
5 Year 8.2% 9.02%

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% 10.00%
Sharp 1.45% 0.50%
Beta 0.87% -
Alpha 6.45% -

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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 34.4 35.22
Large Cap 44.7 47.19
Mid Cap 15.46 8.9
Small Cap 1.74 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 34.4 34.44
Petroleum Products 1.32 -
IT - Software 10.77 -
Pharmaceuticals & Biotechnology 4.46 -
Personal Products 1.07 -
Construction 0 -
Finance 4.35 -
Consumer Durables 4.42 -
Capital Markets 2.94 -
Banks 6.72 -
Diversified FMCG 3.59 -
Chemicals & Petrochemicals 1.21 -
Leisure Services 1.32 -
Healthcare Services 0.46 -
Automobiles 2.38 -
Aerospace & Defense -0.01 -
Cement & Cement Products 1.74 -
Fertilizers & Agrochemicals 1.18 -
Insurance 1.09 -
Gas 0.14 -
Agricultural Food & other Products 0.7 -
Diversified Metals 0.79 -
Food Products 3.53 -
Non - Ferrous Metals 0.22 -
Realty 0 -
Ferrous Metals 0.28 -
Industrial Products 0.56 -
Auto Components 0.31 -
Telecom - Services 2.89 -
Consumable Fuels 1.11 -
Transport Services 1.17 -
Retailing 0 -
Textiles & Apparels 0.72 -
Power 0.06 -
Beverages 0 -
Financial Technology (Fintech) 0.41 -
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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