Quant Multi Asset 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 Quant Multi Asset Fund-Growth

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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 Quant Multi Asset Fund-Growth
Fund UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Quant Multi Asset Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2418 Cr ₹2540 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Nov 2008 21 Mar 2001
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 CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over 270% %
Expense Ratio 1.97 1.93
Manager Sunil Madhukar Patil Sanjeev Sharma
ISIN Code INF789F01AP6 INF966L01200
Exits Load Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Quant Multi Asset Fund-Growth
1 Month -3.7% -2.23%
6 Month 4.9% 3.42%
1 Year 27.63% 36.5%
3 Year 16.52% 19.77%
5 Year 15.08% 26.82%

SIP Return Analysis

Scheme Name UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Quant Multi Asset Fund-Growth
6 Month - -
1 Year 18.22% 19.56%
3 Year 23.28% 24.79%
5 Year 19.08% 28.01%

Rolling Lumpsum Returns

Scheme Name UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Quant Multi Asset Fund-Growth
1 Year 9.18% 7.46%
3 Year 8.65% 7.37%
5 Year 8.12% 8.06%

Risk Management

Scheme Name UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Quant Multi Asset Fund-Growth
Standard Deviation 8.04% 12.7%
Sharp 1.17% 1.17%
Beta 0.91% 0.88%
Alpha 7.01% 9.51%

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Fund Managers

Scheme Name UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Quant Multi Asset Fund-Growth
Name Sunil Madhukar Patil Sanjeev Sharma
Total AUM ₹6910 Cr ₹39731 Cr
Fund Manage 4 22
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option Quant Multi Asset Fund-Growth

Market Cap

Scheme Name

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Quant Multi Asset Fund-Growth

Others 34.26 52.09
Large Cap 50.46 36.35
Small Cap 1.38 3.5
Mid Cap 13.9 8.07

Sector Allocation

Scheme Name

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Quant Multi Asset Fund-Growth

Others 21.56 52.09
Financial 6.06 -
Healthcare 4.4 -
Consumer Staples 3.46 -
Energy 6.55 -
Automobile 4.93 -
Services 4.41 -
Technology 3.26 -
Insurance 0.87 6.77
Capital Goods 4.5 -
Construction 3.66 8.89
Consumer Discretionary 1.5 -
Materials 1.86 -
Sovereign 17.97 -
Chemicals 1.18 -
Communication 2.64 -
Unclassified 11.19 -
Petroleum Products - 8.93
Electrical Equipment - 8.07
Diversified FMCG - 9.17
Finance - 6.09

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