Mirae Asset Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare
Mirae Asset Multi Asset Allocation Fund-Reg (G)
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1800 Cr | ₹5079 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 31 Jan 2024 | 17 Dec 2008 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
Turn Over | % | 270% |
Expense Ratio | 2.01 | 1.77 |
Manager | Harshad Borawake | Sunil Madhukar Patil |
ISIN Code | INF769K01KW3 | INF789F01AP6 |
Exits Load | Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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 | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.27% | 4.42% |
6 Month | -1.85% | -6.38% |
1 Year | 11.66% | 8.59% |
3 Year | - | 16.91% |
5 Year | - | 19.07% |
SIP Return Analysis
Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.44% | -1.13% |
1 Year | 5.22% | -0.79% |
3 Year | - | 18.35% |
5 Year | - | 16.45% |
Rolling Lumpsum Returns
Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.1% | 9.35% |
3 Year | - | 8.78% |
5 Year | - | 8.16% |
Risk Management
Scheme Name | Mirae Asset 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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Fund Managers
Scheme Name | Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harshad Borawake | Sunil Madhukar Patil |
Total AUM | ₹0 Cr | ₹6910 Cr |
Funds Managed | 3 | 4 |
Mirae Asset Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.51 | 34.85 |
Large Cap | 51.35 | 51.91 |
Small Cap | 9.32 | 0.1 |
Mid Cap | 6.83 | 13.13 |
Sector Allocation
Scheme Name |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.93 | 34.85 |
Energy | 3.88 | 4.11 |
Utilities | 3.11 | 0.56 |
Technology | 7.02 | 11.08 |
Consumer Cyclical | 7.82 | 12.26 |
Industrials | 7.23 | 5.21 |
Basic Materials | 5.88 | 4.4 |
Healthcare | 4.6 | 5.52 |
Consumer Defensive | 3.44 | 8.36 |
Financial Services | 21.65 | 8.79 |
Real Estate | 1.93 | 0.8 |
Communication Services | 3.51 | 4.03 |
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