Edelweiss Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare
Edelweiss Multi Asset Allocation Fund - Reg (G)
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹1350 Cr | ₹4415 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 | 0.71 | 1.78 |
| 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 | 0.79% | 1.4% |
| 6 Month | 4.12% | 3.77% |
| 1 Year | 8.06% | 23.07% |
| 3 Year | - | 18.35% |
| 5 Year | - | 15.41% |
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.8% | 12.63% |
| 3 Year | - | 22.38% |
| 5 Year | - | 18.78% |
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.79% | 9.18% |
| 3 Year | - | 8.65% |
| 5 Year | - | 8.12% |
| Scheme Name | Edelweiss Multi Asset Allocation Fund - Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.04% |
| Sharp | - | 1.22% |
| Beta | - | 0.92% |
| Alpha | - | 6.88% |
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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 |
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