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Aditya Birla Sun Life Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3710 Cr | ₹5079 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Jan 2023 | 17 Dec 2008 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
| Turn Over | 0.0% | 270% |
| Expense Ratio | 1.85 | 1.77 |
| Manager | Dhaval Joshi | Sunil Madhukar Patil |
| ISIN Code | INF209KB12R6 | INF789F01AP6 |
| Exits Load | Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.27% | 4.62% |
| 6 Month | -4.11% | -5.61% |
| 1 Year | 10.68% | 7.43% |
| 3 Year | - | 16.56% |
| 5 Year | - | 19.82% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.09% | -1.73% |
| 1 Year | 2.54% | -1.26% |
| 3 Year | - | 18.22% |
| 5 Year | - | 16.39% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.69% | 9.35% |
| 3 Year | - | 8.78% |
| 5 Year | - | 8.16% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.04% |
| Sharp | - | 0.96% |
| Beta | - | 0.94% |
| Alpha | - | 6.1% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Sunil Madhukar Patil |
| Total AUM | ₹361932 Cr | ₹6910 Cr |
| Funds Managed | 55 | 4 |
| Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 35.73 | 34.85 |
| Large Cap | 42.47 | 51.91 |
| Mid Cap | 13.5 | 13.13 |
| Small Cap | 8.29 | 0.1 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.66 | 34.85 |
| Energy | 5.67 | 4.11 |
| Technology | 7.27 | 11.08 |
| Industrials | 7.39 | 5.21 |
| Financial Services | 17.46 | 8.79 |
| Consumer Cyclical | 8.83 | 12.26 |
| Consumer Defensive | 5.21 | 8.36 |
| Basic Materials | 2.63 | 4.4 |
| Healthcare | 5.95 | 5.52 |
| Real Estate | 3.14 | 0.8 |
| Utilities | 2.33 | 0.56 |
| Communication Services | 2.46 | 4.03 |
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