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 Risk	Very High Risk
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	0.74%	-1.02%
6 Month	3.77%	-4.39%
1 Year	7.98%	10.5%
3 Year	-	16.7%
5 Year	-	14.15%

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	7.79%	0.06%
3 Year	-	18.22%
5 Year	-	16.56%

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	-	1.11%
Beta	-	0.9%
Alpha	-	6.69%

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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
Fund Manage	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	59.9	32.49
Large Cap	29.81	38.2
Mid Cap	8.93	11.68
Small Cap	1.35	0

Scheme Name	Edelweiss Multi Asset Allocation Fund - Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	62.25	32.49
Energy	-0.05	-
Materials	-0.01	-
Healthcare	1.3877787807814E-16	-
Automobile	-0.01	-
Technology	-1.3877787807814E-17	-
Financial	22.52	-
Metals & Mining	0	-
Consumer Staples	0	-
Communication	-0.04	-
Construction	-0.01	-0.01
Services	4.4408920985006E-16	-
Capital Goods	-0.04	-
Consumer Discretionary	-0.01	-
Sovereign	15.39	-
Petroleum Products	-	2.25
IT - Software	-	7.84
Pharmaceuticals & Biotechnology	-	3.82
Cement & Cement Products	-	0.77
Personal Products	-	1.57
Finance	-	0.99
Consumer Durables	-	4.46
Banks	-	3.04
Diversified FMCG	-	3.07
Non - Ferrous Metals	-	0
Electrical Equipment	-	0.8
Healthcare Services	-	0.43
Aerospace & Defense	-	-0.01
Automobiles	-	4.9
Insurance	-	1.01
Capital Markets	-	0
Gas	-	0.27
Fertilizers & Agrochemicals	-	0.39
Agricultural Food & other Products	-	0.42
Diversified Metals	-	1.25
Food Products	-	1.22
Realty	-	0.41
Oil	-	0.38
Industrial Products	-	0.49
Auto Components	-	1.14
Chemicals & Petrochemicals	-	0.44
Leisure Services	-	0.41
Telecom - Services	-	2.22
Consumable Fuels	-	-0.01
Transport Services	-	0.62
Retailing	-	4.17
Power	-	0.23
Textiles & Apparels	-	0.39
Beverages	-	0.51