UTI Multi Asset Allocation Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare

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tortoise-icon Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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tortoise-icon 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 Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3404 Cr ₹2418 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 31 Jan 2023 19 Nov 2008
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark BSE 200 (65), CRISIL Short-Term Bond Index (25), Domestic Price of Silver (5), Domestic Price of Gol CRISIL Composite Bond TRI,Domestic Price of Gold,BSE 200 TRI
Turn Over 0.0% 270%
Expense Ratio 1.86 1.97
Manager Dhaval Joshi Sunil Madhukar Patil
ISIN Code INF209KB12R6 INF789F01AP6
Exits Load Exit load of 1%, if redeemed within 365 days./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 1.11% 3.47%
6 Month 15.08% 16.98%
1 Year 25.83% 39.65%
3 Year - 18.64%
5 Year - 17.02%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year 12.36% 16.89%
3 Year 17.51% 40.71%
5 Year 17.51% 60.42%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 17.19% 16.35%
3 Year 19.87% 44.01%
5 Year 19.87% 63.69%

Risk Management

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation - 8.04%
Sharp - 1.35%
Beta - 0.89%
Alpha - 7.16%

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Fund Managers

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Dhaval Joshi Sunil Madhukar Patil
Total AUM ₹361932 Cr ₹6910 Cr
Fund Manage 55 4
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 34.84 34.26
Large Cap 43.67 50.46
Mid Cap 10.72 13.9
Small Cap 10.76 1.38

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 5.16 21.56
Consumer Staples 4.42 3.46
Metals & Mining 2.36 -
Automobile 4.69 4.93
Consumer Discretionary 2.53 1.5
Financial 26.39 6.06
Energy 8.06 6.55
Sovereign 0.87 17.97
Technology 4.7 3.26
Materials 1.86 1.86
Construction 4.83 3.66
Healthcare 4.47 4.4
Services 4.76 4.41
Capital Goods 6.34 4.5
Communication 1.7 2.64
Chemicals 1.07 1.18
Insurance 1.51 0.87
Unclassified 14.27 11.19

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