Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Multi Asset Allocation Fund vs Quant Multi Asset Fund compare

Link copied to clipboard!

tortoise-icon UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Quant Multi Asset Allocation Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5659 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 2.5% 2.13%
6 Month 3.17% 3.79%
1 Year 8.24% 6.45%
3 Year 22.48% 24.32%
5 Year 17.16% 30.83%

SIP Return Analysis

Scheme Name UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Quant Multi Asset Allocation Fund-Growth
6 Month 6.62% 8.74%
1 Year 10.29% 13.52%
3 Year 19.9% 21.28%
5 Year 17.48% 22.76%

Rolling Lumpsum Returns

Scheme Name UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Quant Multi Asset Allocation Fund-Growth
1 Year 9.3% 7.46%
3 Year 8.9% 7.48%
5 Year 8.2% 8.11%

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 1.45% 0.856%
Beta 0.87% -
Alpha 6.45% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 34.4 51.58
Large Cap 44.7 40.3
Mid Cap 15.46 6.47
Small Cap 1.74 1.65

Sector Allocation

Scheme Name

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Quant Multi Asset Allocation Fund-Growth

Others 34.4 46.51
Petroleum Products 1.32 -
IT - Software 10.77 -
Pharmaceuticals & Biotechnology 4.46 -
Personal Products 1.07 -
Construction 0 -
Finance 4.35 -
Consumer Durables 4.42 -
Capital Markets 2.94 -
Banks 6.72 -
Diversified FMCG 3.59 -
Chemicals & Petrochemicals 1.21 -
Leisure Services 1.32 -
Healthcare Services 0.46 -
Automobiles 2.38 -
Aerospace & Defense -0.01 -
Cement & Cement Products 1.74 -
Fertilizers & Agrochemicals 1.18 -
Insurance 1.09 -
Gas 0.14 -
Agricultural Food & other Products 0.7 -
Diversified Metals 0.79 -
Food Products 3.53 -
Non - Ferrous Metals 0.22 -
Realty 0 -
Ferrous Metals 0.28 -
Industrial Products 0.56 -
Auto Components 0.31 -
Telecom - Services 2.89 -
Consumable Fuels 1.11 -
Transport Services 1.17 -
Retailing 0 -
Textiles & Apparels 0.72 -
Power 0.06 -
Beverages 0 -
Financial Technology (Fintech) 0.41 -
Energy - 9.72
Industrials - 8.02
Financial Services - 18.18
Technology - 6.47
Consumer Defensive - 9.45
Consumer Cyclical - 1.47
Basic Materials - 0.18

Top Comparisons

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns10.45%

VS

Sundaram Conservative Hybrid Fund - Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns8.8%

Compare Now

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.03%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.03%

Compare Now

Franklin India Corporate Debt Fund - Growth Franklin India Corporate Debt Fund - Growth

3Y Returns7.69%

VS

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns7.83%

Compare Now

Kotak ELSS Tax Saver Fund-Scheme-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns21.66%

VS

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns20.53%

Compare Now
Add to Cart Successfully