UTI Multi Asset Allocation Fund vs DSP Multi Asset Allocation Fund compare
DSP Multi Asset Allocation Fund - Regular (G)
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | DSP Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4400 Cr | ₹6106 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Sep 2023 | 17 Dec 2008 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI(40.00), MSCI World(20.00), NIFTY Composite Debt Index(20.00), Domestic Price of Gold(15.00), MCX I-COMDEX Composite Index(5.00) | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
| Turn Over | % | 270% |
| Expense Ratio | 1.64 | 1.75 |
| Manager | Jay Kothari | Sunil Madhukar Patil |
| ISIN Code | INF740KA1TB5 | INF789F01AP6 |
| Exits Load | DSP Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.88% | 1.63% |
| 6 Month | 12.83% | 6.89% |
| 1 Year | 15.83% | 8.25% |
| 3 Year | - | 19.08% |
| 5 Year | - | 15.65% |
SIP Return Analysis
| Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.26% | 3.49% |
| 1 Year | 24.62% | 14.09% |
| 3 Year | - | 16.93% |
| 5 Year | - | 16.38% |
Rolling Lumpsum Returns
| Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.15% | 9.1% |
| 3 Year | - | 9.04% |
| 5 Year | - | 8.28% |
Risk Management
| Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.04% |
| Sharp | - | 1.44% |
| Beta | - | 0.11% |
| Alpha | - | 11.15% |
Fund Managers
| Scheme Name | DSP Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Jay Kothari | Sunil Madhukar Patil |
| Total AUM | ₹0 Cr | ₹6910 Cr |
| Funds Managed | 20 | 4 |
| DSP Multi Asset Allocation Fund - Regular (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
DSP Multi Asset Allocation Fund - Regular (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 65.48 | 35.51 |
| Large Cap | 25.67 | 47.8 |
| Small Cap | 4.31 | 2.87 |
| Mid Cap | 4.53 | 13.82 |
Sector Allocation
| Scheme Name |
DSP Multi Asset Allocation Fund - Regular (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 47.91 | 30.44 |
| Financial Services | 12.91 | 15.73 |
| Industrials | 2.36 | 5.41 |
| Consumer Defensive | 2.25 | 9.54 |
| Technology | 7.34 | 11.37 |
| Consumer Cyclical | 7.99 | 7.16 |
| Basic Materials | 3.76 | 6.31 |
| Real Estate | 5.04 | 3.05 |
| Healthcare | 2.29 | 5.2 |
| Energy | 0.96 | 2.85 |
| Communication Services | 4.43 | 2.92 |
| Utilities | 2.75 | 0.02 |
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