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) | ₹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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