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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 | 1.58% | 2.4% |
| 6 Month | 1.08% | 0.77% |
| 1 Year | 7.42% | 8.43% |
| 3 Year | 21.6% | 13.6% |
| 5 Year | 17.72% | 15.22% |
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 | 5.09% | 5.73% |
| 1 Year | 7.22% | 8.1% |
| 3 Year | 18.91% | 12.85% |
| 5 Year | 16.87% | 11.21% |
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% | 10.251% |
| Sharp | 1.45% | 0.074% |
| 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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