Edelweiss Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare

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Edelweiss Multi Asset Allocation Fund - Reg (G)

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UTI 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	Edelweiss Multi Asset Allocation Fund - Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	Edelweiss Multi Asset Allocation Fund - Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Low to Moderate	Very High
Asset Size (Cr)	₹1479 Cr	₹5079 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	23 Jun 2023	17 Dec 2008
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), 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	%	270%
Expense Ratio	0.72	1.77
Manager	Dhawal Dalal	Sunil Madhukar Patil
ISIN Code	INF754K01RO7	INF789F01AP6
Exits Load	Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	0.89%	4.42%
6 Month	3.93%	-6.38%
1 Year	8.26%	8.59%
3 Year	-	16.91%
5 Year	-	19.07%

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	2.43%	-1.73%
1 Year	8.3%	-1.26%
3 Year	-	18.22%
5 Year	-	16.39%

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	7.88%	9.35%
3 Year	-	8.78%
5 Year	-	8.16%

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	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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Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Name	Dhawal Dalal	Sunil Madhukar Patil
Total AUM	₹25974 Cr	₹6910 Cr
Funds Managed	12	4
	Edelweiss Multi Asset Allocation Fund - Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	71.58	34.85
Large Cap	21.12	51.91
Mid Cap	6.91	13.13
Small Cap	0.4	0.1

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	71.04	34.85
Energy	5.91	4.11
Technology	1.65	11.08
Basic Materials	2.56	4.4
Financial Services	9.73	8.79
Consumer Defensive	0.19	8.36
Healthcare	0.79	5.52
Industrials	2.08	5.21
Consumer Cyclical	2.25	12.26
Communication Services	3.58	4.03
Real Estate	0.18	0.8
Utilities	0.04	0.56