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) | ₹6106 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 | 2.94% | 3.63% |
6 Month | 10.37% | 14.53% |
1 Year | 7.44% | 9.97% |
3 Year | 20.99% | 21.32% |
5 Year | 16.44% | 26.52% |
SIP Return Analysis
Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
6 Month | 5.37% | 6.51% |
1 Year | 17.58% | 22.09% |
3 Year | 18.75% | 20.88% |
5 Year | 17.39% | 21.62% |
Rolling Lumpsum Returns
Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
1 Year | 9.1% | 7.44% |
3 Year | 9.04% | 7.52% |
5 Year | 8.28% | 8.15% |
Risk Management
Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Standard Deviation | 8.22% | 13.259% |
Sharp | 1.36% | 0.856% |
Beta | 0.11% | - |
Alpha | 11.15% | - |
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 | 36.63 | 59.3 |
Large Cap | 48.5 | 33.3 |
Mid Cap | 13.21 | 5.95 |
Small Cap | 1.66 | 1.45 |
Sector Allocation
Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Others | 31.7 | 54.33 |
Energy | 2.88 | - |
Technology | 12.08 | 8.61 |
Consumer Defensive | 9.09 | 4.75 |
Industrials | 3.27 | 1.04 |
Financial Services | 15.55 | 24.97 |
Basic Materials | 7.11 | - |
Healthcare | 7.17 | - |
Real Estate | 3.15 | 2.25 |
Consumer Cyclical | 4.87 | 1.45 |
Utilities | 0.04 | 2.59 |
Communication Services | 3.09 | - |
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