Axis Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare

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

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

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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 Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2418 Cr ₹1246 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 19 Nov 2008 01 Aug 2010
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Composite Bond TRI,Domestic Price of Gold,BSE 200 TRI NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over 270% 64.15%
Expense Ratio 1.97 2.1
Manager Sunil Madhukar Patil R Sivakumar
ISIN Code INF789F01AP6 INF846K01768
Exits Load Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 3.47% 1.95%
6 Month 16.98% 17.75%
1 Year 39.65% 27.09%
3 Year 18.64% 9.75%
5 Year 17.02% 14.67%

SIP Return Analysis

Scheme Name UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year 16.89% 10.49%
3 Year 40.71% 18.29%
5 Year 60.42% 36.83%

Rolling Lumpsum Returns

Scheme Name UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 16.35% 13.78%
3 Year 44.01% 29.16%
5 Year 63.69% 40.64%

Risk Management

Scheme Name UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation 8.04% 9.95%
Sharp 1.35% 0.43%
Beta 0.89% 1.12%
Alpha 7.16% -2.29%

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Fund Managers

Scheme Name UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Sunil Madhukar Patil R Sivakumar
Total AUM ₹6910 Cr ₹9709 Cr
Fund Manage 4 10
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 34.26 30.73
Large Cap 50.46 47.83
Small Cap 1.38 10.15
Mid Cap 13.9 11.28

Sector Allocation

Scheme Name

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 21.56 3.2
Financial 6.06 18.63
Healthcare 4.4 6.01
Consumer Staples 3.46 6.68
Energy 6.55 7.06
Automobile 4.93 6.06
Services 4.41 3.75
Technology 3.26 4.39
Insurance 0.87 2.86
Capital Goods 4.5 4.63
Construction 3.66 4.41
Consumer Discretionary 1.5 2.07
Materials 1.86 2.43
Sovereign 17.97 6.32
Chemicals 1.18 4.28
Communication 2.64 2.68
Unclassified 11.19 13.65
Metals & Mining - 0.88

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