UTI Multi Asset Allocation Fund vs DSP Multi Asset Allocation Fund compare

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tortoise-icon DSP Multi Asset Allocation Fund - Regular (G)

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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 DSP Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund DSP Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹1692 Cr ₹2418 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 Sep 2023 19 Nov 2008
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI (40), MSCI World (20), NIFTY Composite Debt Index (20), Domestic Price of Gold (15), M CRISIL Composite Bond TRI,Domestic Price of Gold,BSE 200 TRI
Turn Over % 270%
Expense Ratio 1.71 1.97
Manager Jay Kothari Sunil Madhukar Patil
ISIN Code INF740KA1TB5 INF789F01AP6
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./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 DSP Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 2.9% 3.91%
6 Month 13.6% 14.02%
1 Year - 39.33%
3 Year - 18.34%
5 Year - 17.02%

SIP Return Analysis

Scheme Name DSP Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.99% 16.89%
3 Year 8.99% 40.71%
5 Year 8.99% 60.42%

Rolling Lumpsum Returns

Scheme Name DSP Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 10.64% 16.35%
3 Year 10.64% 44.01%
5 Year 10.64% 63.69%

Risk Management

Scheme Name DSP Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation - 8.04%
Sharp - 1.41%
Beta - 0.84%
Alpha - 6.58%

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Fund Managers

Scheme Name DSP Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Jay Kothari Sunil Madhukar Patil
Total AUM ₹0 Cr ₹6910 Cr
Fund Manage 20 4
DSP Multi Asset Allocation Fund - Regular (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP Multi Asset Allocation Fund - Regular (G)

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 59.79 34.26
Large Cap 26.74 50.46
Mid Cap 7.8 13.9
Small Cap 5.67 1.38

Sector Allocation

Scheme Name

DSP Multi Asset Allocation Fund - Regular (G)

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Unclassified 21.31 11.19
Financial 33.25 6.06
Others 4.62 21.56
Communication 3.09 2.64
Sovereign 3.34 17.97
Consumer Staples 3.46 3.46
Technology 8.04 3.26
Energy 3.84 6.55
Healthcare 5.76 4.4
Automobile 5.18 4.93
Materials 1.26 1.86
Metals & Mining 2.45 -
Consumer Discretionary 1.4 1.5
Chemicals 1.23 1.18
Services 1.12 4.41
Capital Goods 0.65 4.5
Construction - 3.66
Insurance - 0.87

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