UTI Multi Asset Allocation Fund vs Mirae Asset Multi Asset Allocation Fund compare
Mirae Asset Multi Asset Allocation Fund-Reg (G)
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2515 Cr | ₹6551 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹99 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Jan 2024 | 17 Dec 2008 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
| Turn Over | % | 270% |
| Expense Ratio | 2.01 | 1.75 |
| Manager | Harshad Borawake | Sunil Madhukar Patil |
| ISIN Code | INF769K01KW3 | INF789F01AP6 |
| Exits Load | Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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 | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.7% | 0.51% |
| 6 Month | 8.31% | 6.86% |
| 1 Year | 15.21% | 8.73% |
| 3 Year | - | 19.4% |
| 5 Year | - | 15.07% |
SIP Return Analysis
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5% | 4.38% |
| 1 Year | 21.57% | 17.57% |
| 3 Year | - | 17.53% |
| 5 Year | - | 16.9% |
Rolling Lumpsum Returns
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.42% | 9.01% |
| 3 Year | - | 9.15% |
| 5 Year | - | 8.33% |
Risk Management
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.04% |
| Sharp | - | 1.54% |
| Beta | - | 0.96% |
| Alpha | - | 6.11% |
Fund Managers
| Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harshad Borawake | Sunil Madhukar Patil |
| Total AUM | ₹0 Cr | ₹6910 Cr |
| Funds Managed | 3 | 4 |
| Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 37.84 | 35 |
| Large Cap | 48.44 | 47.84 |
| Small Cap | 8.11 | 2.54 |
| Mid Cap | 5.61 | 14.63 |
Sector Allocation
| Scheme Name |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.27 | 29.69 |
| Energy | 3.32 | 3.13 |
| Utilities | 3.02 | 0 |
| Technology | 6.07 | 11.92 |
| Consumer Cyclical | 8.5 | 7.68 |
| Industrials | 5.35 | 5.61 |
| Basic Materials | 6.01 | 6.16 |
| Healthcare | 4.13 | 4.33 |
| Consumer Defensive | 4.33 | 9.37 |
| Financial Services | 21.62 | 16.04 |
| Real Estate | 1.16 | 3 |
| Communication Services | 3.24 | 3.08 |
Top Comparisons
Franklin India Flexi Cap Fund - Growth
3Y Returns17.14%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns18.45%
ICICI Prudential Multicap Fund - Growth
3Y Returns18.32%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns21.21%
Axis Focused Fund - Regular Plan - Growth Option
3Y Returns10.8%
Quant Focused Fund-Growth
3Y Returns13.05%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns19%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns13.78%