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) ₹3664 Cr ₹4415 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 31 Jan 2023 17 Dec 2008
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), 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 0.0% 270%
Expense Ratio 1.85 1.78
Manager Dhaval Joshi Sunil Madhukar Patil
ISIN Code INF209KB12R6 INF789F01AP6
Exits Load Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 2.13% 1.75%
6 Month 3.06% 3.58%
1 Year 16.51% 22.08%
3 Year - 17.88%
5 Year - 15.44%

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 14.67% 12.63%
3 Year - 22.38%
5 Year - 18.78%

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 24.68% 9.18%
3 Year - 8.65%
5 Year - 8.12%

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 - 1.22%
Beta - 0.92%
Alpha - 6.88%

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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 32.49
Large Cap 43.67 38.2
Mid Cap 10.72 11.68
Small Cap 10.76 0

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 32.49
Consumer Staples 4.42 -
Metals & Mining 2.36 -
Automobile 4.69 -
Consumer Discretionary 2.53 -
Financial 26.39 -
Energy 8.06 -
Sovereign 0.87 -
Technology 4.7 -
Materials 1.86 -
Construction 4.83 -0.01
Healthcare 4.47 -
Services 4.76 -
Capital Goods 6.34 -
Communication 1.7 -
Chemicals 1.07 -
Insurance 1.51 1.01
Unclassified 14.27 -
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
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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