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) | ₹6551 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 | 0.81% | 3.63% |
| 6 Month | 6.36% | 11.71% |
| 1 Year | 9.73% | 15.94% |
| 3 Year | 20.04% | 21.22% |
| 5 Year | 15.09% | 25.57% |
SIP Return Analysis
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 6 Month | 4.87% | 8.09% |
| 1 Year | 17.66% | 29.84% |
| 3 Year | 17.13% | 21.79% |
| 5 Year | 16.84% | 21.44% |
Rolling Lumpsum Returns
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Year | 9.05% | 7.46% |
| 3 Year | 9.17% | 7.55% |
| 5 Year | 8.33% | 8.19% |
Risk Management
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Standard Deviation | 8.04% | 12.7% |
| Sharp | 1.54% | 1.19% |
| Beta | 0.96% | 1.13% |
| Alpha | 6.11% | 5.42% |
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 | 33.46 | 64.5 |
| Large Cap | 44.18 | 26.31 |
| Mid Cap | 18.69 | 5.19 |
| Small Cap | 1.65 | 3.99 |
Sector Allocation
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 29.69 | 60.39 |
| Petroleum Products | 1.05 | - |
| IT - Software | 9.37 | 2.86 |
| Cement & Cement Products | 0.96 | - |
| Personal Products | 1.21 | - |
| Consumer Durables | 4.72 | - |
| Capital Markets | 3.93 | 0.8 |
| Diversified FMCG | 3.52 | 2.76 |
| Banks | 8.27 | 10.18 |
| Realty | 1.78 | 2.1 |
| Pharmaceuticals & Biotechnology | 2.58 | - |
| Chemicals & Petrochemicals | 1.19 | - |
| Leisure Services | 0.37 | 1.38 |
| Healthcare Services | 0.72 | - |
| Automobiles | 5.86 | - |
| Aerospace & Defense | 1.69 | - |
| Finance | 2.82 | 3.68 |
| Telecom - Services | 3.07 | - |
| Insurance | 1.49 | 3.07 |
| Transport Services | 1.28 | - |
| Fertilizers & Agrochemicals | 0.33 | - |
| Transport Infrastructure | 0.77 | - |
| Agricultural Food & other Products | 0.87 | - |
| - | 1.22 | - |
| Diversified Metals | 0 | - |
| Food Products | 3.8 | - |
| Non - Ferrous Metals | 0.39 | - |
| Ferrous Metals | 0.02 | - |
| Industrial Products | 1.41 | - |
| Auto Components | 0.19 | - |
| Consumable Fuels | 1.92 | - |
| Retailing | 0.32 | - |
| Textiles & Apparels | 0.55 | - |
| Financial Technology (Fintech) | 0.62 | - |
| Electrical Equipment | - | 5.19 |
| Construction | - | 3.4 |
| Power | - | 2.37 |
| IT - Services | - | 1.81 |
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