UTI Multi Asset Allocation Fund vs Quant Multi Asset Fund compare
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Quant Multi Asset Allocation Fund-Growth
Chart Comparison
Overview
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Fund | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹6376 Cr | ₹3162 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Dec 2008 | 18 Apr 2001 |
| 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) | BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00) |
| Turn Over | 270% | % |
| Expense Ratio | 1.75 | 1.88 |
| Manager | Sunil Madhukar Patil | Sanjeev Sharma |
| ISIN Code | INF789F01AP6 | INF966L01200 |
| 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 | Quant Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Month | 1.63% | 1.51% |
| 6 Month | 7.99% | 10.44% |
| 1 Year | 9.39% | 11.07% |
| 3 Year | 19.31% | 19.81% |
| 5 Year | 15.55% | 25.25% |
SIP Return Analysis
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 6 Month | 5.36% | 6.06% |
| 1 Year | 18.23% | 23.88% |
| 3 Year | 18.01% | 20.72% |
| 5 Year | 17.15% | 21.19% |
Rolling Lumpsum Returns
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Year | 9.04% | 7.46% |
| 3 Year | 9.14% | 7.54% |
| 5 Year | 8.32% | 8.17% |
Risk Management
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Standard Deviation | 8.04% | 13.259% |
| Sharp | 1.52% | 0.856% |
| Beta | 0.93% | - |
| Alpha | 5.69% | - |
Fund Managers
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Name | Sunil Madhukar Patil | Sanjeev Sharma |
| Total AUM | ₹6910 Cr | ₹39731 Cr |
| Funds Managed | 4 | 22 |
| UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
Market Cap
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 34.31 | 63.74 |
| Large Cap | 45.31 | 28.82 |
| Mid Cap | 18.02 | 6 |
| Small Cap | 1.57 | 1.44 |
Sector Allocation
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 30.43 | 58.88 |
| Petroleum Products | 1.03 | - |
| IT - Software | 8.94 | - |
| Cement & Cement Products | 1.35 | - |
| Personal Products | 1.18 | - |
| Finance | 3.81 | - |
| Consumer Durables | 4.42 | - |
| Capital Markets | 3.65 | - |
| Healthcare Services | 0.79 | - |
| Diversified FMCG | 3.77 | - |
| Banks | 7.78 | - |
| Realty | 1.84 | - |
| Pharmaceuticals & Biotechnology | 3.39 | - |
| Chemicals & Petrochemicals | 1.76 | - |
| Leisure Services | 0.36 | - |
| Automobiles | 5.22 | - |
| Aerospace & Defense | 1.15 | - |
| Insurance | 1.66 | - |
| Telecom - Services | 2.92 | - |
| Transport Services | 1.39 | - |
| Fertilizers & Agrochemicals | 0.49 | - |
| Transport Infrastructure | 0.82 | - |
| Agricultural Food & other Products | 0.86 | - |
| - | 1.22 | - |
| Gas | 0 | - |
| Diversified Metals | -0.01 | - |
| Food Products | 3.73 | - |
| Non - Ferrous Metals | 0.32 | - |
| Ferrous Metals | 0.2 | - |
| Industrial Products | 1.27 | - |
| Auto Components | 0.28 | - |
| Consumable Fuels | 1.68 | - |
| Retailing | 0.33 | - |
| Textiles & Apparels | 0.6 | - |
| Power | 0.01 | - |
| Financial Technology (Fintech) | 0.57 | - |
| Technology | - | 6 |
| Industrials | - | 0 |
| Consumer Defensive | - | 4.57 |
| Financial Services | - | 24.36 |
| Real Estate | - | 2.21 |
| Utilities | - | 2.54 |
| Consumer Cyclical | - | 1.44 |
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