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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) | ₹5902 Cr | ₹1500 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 | -1.12% | -0.35% |
| 6 Month | 6.14% | 8.24% |
| 1 Year | 3.78% | 5.28% |
| 3 Year | 18.15% | 10.07% |
| 5 Year | 15.37% | 13.26% |
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 | 2.29% | 3.16% |
| 1 Year | 5.27% | 7.38% |
| 3 Year | 16.51% | 12.03% |
| 5 Year | 15.79% | 10.52% |
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 | 9.19% | 9.35% |
| 3 Year | 8.99% | 8.96% |
| 5 Year | 8.25% | 9.1% |
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% | 8.47% |
| Sharp | 1.52% | 0.52% |
| Beta | 0.1% | - |
| Alpha | 11.66% | - |
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 | 35.92 | 36.31 |
| Large Cap | 49.13 | 45.29 |
| Mid Cap | 13.41 | 9.89 |
| Small Cap | 1.53 | 8.51 |
Sector Allocation
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.37 | 33.39 |
| Energy | 2.92 | 3.17 |
| Technology | 13.14 | 6.29 |
| Consumer Defensive | 8.68 | 3.09 |
| Industrials | 2.92 | 7.16 |
| Financial Services | 15.23 | 21.05 |
| Basic Materials | 7.12 | 6.62 |
| Healthcare | 7.86 | 4.62 |
| Real Estate | 1.8 | 0.38 |
| Consumer Cyclical | 4.98 | 11.41 |
| Utilities | 0.05 | 1.16 |
| Communication Services | 2.93 | 1.66 |
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