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UTI Multi Asset Allocation Fund vs Axis Multi Asset Allocation Fund compare
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5079 Cr | ₹1316 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 Dec 2008 | 23 Aug 2010 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
| Turn Over | 270% | 64.15% |
| Expense Ratio | 1.77 | 2.1 |
| Manager | Sunil Madhukar Patil | R Sivakumar |
| ISIN Code | INF789F01AP6 | INF846K01768 |
| Exits Load | 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 | Axis Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.42% | 4.82% |
| 6 Month | -6.38% | -5.83% |
| 1 Year | 8.59% | 11.18% |
| 3 Year | 16.91% | 8.19% |
| 5 Year | 19.07% | 16.31% |
SIP Return Analysis
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.73% | -1.37% |
| 1 Year | -1.26% | -0.3% |
| 3 Year | 18.22% | 10.96% |
| 5 Year | 16.39% | 10.67% |
Rolling Lumpsum Returns
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.35% | 9.35% |
| 3 Year | 8.78% | 8.92% |
| 5 Year | 8.16% | 8.93% |
Risk Management
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.04% | 10.251% |
| Sharp | 0.96% | 0.074% |
| Beta | 0.94% | - |
| Alpha | 6.1% | - |
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Fund Managers
| Scheme Name | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sunil Madhukar Patil | R Sivakumar |
| Total AUM | ₹6910 Cr | ₹9709 Cr |
| Funds Managed | 4 | 10 |
| UTI Multi Asset Allocation Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.85 | 35.22 |
| Large Cap | 51.91 | 47.19 |
| Mid Cap | 13.13 | 8.9 |
| Small Cap | 0.1 | 8.68 |
Sector Allocation
| Scheme Name |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.85 | 34.44 |
| Energy | 4.11 | 3.14 |
| Technology | 11.08 | 6.66 |
| Healthcare | 5.52 | 5.16 |
| Consumer Defensive | 8.36 | 4.41 |
| Industrials | 5.21 | 6.83 |
| Financial Services | 8.79 | 20.2 |
| Basic Materials | 4.4 | 6.17 |
| Consumer Cyclical | 12.26 | 9.25 |
| Utilities | 0.56 | 0.7 |
| Real Estate | 0.8 | 1.45 |
| Communication Services | 4.03 | 1.6 |
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