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) | ₹6720 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 | 1.02% | 4.47% |
| 6 Month | 6.48% | 12.65% |
| 1 Year | 12.79% | 20.86% |
| 3 Year | 20.26% | 21.84% |
| 5 Year | 14.79% | 26.05% |
SIP Return Analysis
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 6 Month | 3.13% | 8.21% |
| 1 Year | 15.3% | 30.5% |
| 3 Year | 16.41% | 22.31% |
| 5 Year | 16.57% | 21.64% |
Rolling Lumpsum Returns
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Year | 9.06% | 7.46% |
| 3 Year | 9.17% | 7.56% |
| 5 Year | 8.34% | 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 | 1.56% | 1.27% |
| Beta | 0.98% | 1.15% |
| Alpha | 5.38% | 5.36% |
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 | 36.35 | 65.31 |
| Large Cap | 46.8 | 26.31 |
| Mid Cap | 14.99 | 5.19 |
| Small Cap | 1.86 | 3.19 |
Sector Allocation
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 29.67 | 60.4 |
| Energy | 3.13 | - |
| Technology | 11.06 | 9.86 |
| Basic Materials | 5.35 | - |
| Consumer Defensive | 9.17 | 2.76 |
| Financial Services | 15.92 | 20.21 |
| Real Estate | 3.77 | 2.1 |
| Healthcare | 4.35 | - |
| Consumer Cyclical | 9.07 | 1.38 |
| Industrials | 5.46 | 0.92 |
| Communication Services | 3.04 | - |
| Utilities | - | 2.37 |
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