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UTI Multi Asset Allocation Fund vs Edelweiss Multi Asset Allocation Fund compare

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tortoise-icon Edelweiss Multi Asset Allocation Fund - Reg (G)

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tortoise-icon UTI 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 Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Very High
Asset Size (Cr) ₹1479 Cr ₹5079 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 23 Jun 2023 17 Dec 2008
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00)
Turn Over % 270%
Expense Ratio 0.72 1.77
Manager Dhawal Dalal Sunil Madhukar Patil
ISIN Code INF754K01RO7 INF789F01AP6
Exits Load Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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 Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 1.19% 2.7%
6 Month 4.54% -0.06%
1 Year 8.9% 8.31%
3 Year - 18.46%
5 Year - 17.35%

SIP Return Analysis

Scheme Name Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month 2.73% 2.53%
1 Year 9.61% 3.51%
3 Year - 19.37%
5 Year - 16.99%

Rolling Lumpsum Returns

Scheme Name Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 7.88% 9.35%
3 Year - 8.78%
5 Year - 8.16%

Risk Management

Scheme Name Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation - 8.04%
Sharp - 0.93%
Beta - 0.93%
Alpha - 6.11%

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Fund Managers

Scheme Name Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Dhawal Dalal Sunil Madhukar Patil
Total AUM ₹25974 Cr ₹6910 Cr
Funds Managed 12 4
Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Edelweiss Multi Asset Allocation Fund - Reg (G)

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 71.58 34.85
Large Cap 21.12 51.91
Mid Cap 6.91 13.13
Small Cap 0.4 0.1

Sector Allocation

Scheme Name

Edelweiss Multi Asset Allocation Fund - Reg (G)

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 71.04 34.85
Energy 5.91 4.11
Technology 1.65 11.08
Basic Materials 2.56 4.4
Financial Services 9.73 8.79
Consumer Defensive 0.19 8.36
Healthcare 0.79 5.52
Industrials 2.08 5.21
Consumer Cyclical 2.25 12.26
Communication Services 3.58 4.03
Real Estate 0.18 0.8
Utilities 0.04 0.56

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