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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 0.8% 5.26%
6 Month 4.42% 3.04%
1 Year 8.88% 10.28%
3 Year - 21.02%
5 Year - 18.86%

SIP Return Analysis

Scheme Name Edelweiss Multi Asset Allocation Fund - Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month 2.45% 1.65%
1 Year 9.04% 2.02%
3 Year - 17.96%
5 Year - 16.17%

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 - 1.23%
Beta - 0.89%
Alpha - 5.95%

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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 34.26
Large Cap 21.12 48.18
Mid Cap 6.91 13.48
Small Cap 0.4 0

Sector Allocation

Scheme Name

Edelweiss Multi Asset Allocation Fund - Reg (G)

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 71.04 34.26
Energy 5.91 -
Technology 1.65 -
Basic Materials 2.56 -
Financial Services 9.73 -
Consumer Defensive 0.19 -
Healthcare 0.79 -
Industrials 2.08 -
Consumer Cyclical 2.25 -
Communication Services 3.58 -
Real Estate 0.18 -
Utilities 0.04 -
Petroleum Products - 3.23
IT - Software - 9.48
Pharmaceuticals & Biotechnology - 4.73
Personal Products - 1.57
Construction - 0
Finance - 1.41
Consumer Durables - 5.05
Banks - 4.72
Diversified FMCG - 3.86
Electrical Equipment - 0.71
Leisure Services - 1.33
Healthcare Services - 0.63
Aerospace & Defense - -0.01
Automobiles - 4.09
Insurance - 1.2
Capital Markets - 0
Gas - 0.31
Fertilizers & Agrochemicals - 0.49
Agricultural Food & other Products - 0.53
Diversified Metals - 1.5
Food Products - 1.61
Realty - 0.36
Oil - 0.38
Industrial Products - 0.66
Auto Components - 1.21
Chemicals & Petrochemicals - 0.62
Telecom - Services - 3.14
Financial Technology (Fintech) - 0.78
Cement & Cement Products - 1.05
Consumable Fuels - 0
Transport Services - 0.98
Retailing - 4.5
Textiles & Apparels - 0.48
Power - 0.36
Beverages - 0.7

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