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Nippon India Multi Asset Fund vs UTI Multi Asset Allocation Fund compare
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5002 Cr | ₹5079 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Aug 2020 | 17 Dec 2008 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
| Turn Over | 66% | 270% |
| Expense Ratio | 1.49 | 1.77 |
| Manager | Ashutosh Bhargava | Sunil Madhukar Patil |
| ISIN Code | INF204KB16V0 | INF789F01AP6 |
| Exits Load | Nippon India Multi Asset Allocation Fund - 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 | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.79% | 1.58% |
| 6 Month | 3.87% | 1.08% |
| 1 Year | 11.31% | 7.42% |
| 3 Year | 19.85% | 21.6% |
| 5 Year | - | 17.72% |
SIP Return Analysis
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.36% | 5.09% |
| 1 Year | 13.65% | 7.22% |
| 3 Year | 19.11% | 18.91% |
| 5 Year | - | 16.87% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.25% | 9.3% |
| 3 Year | 15.7% | 8.9% |
| 5 Year | - | 8.2% |
Risk Management
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.571% | 8.04% |
| Sharp | 0.953% | 1.45% |
| Beta | - | 0.87% |
| Alpha | - | 6.45% |
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Fund Managers
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Ashutosh Bhargava | Sunil Madhukar Patil |
| Total AUM | ₹121448 Cr | ₹6910 Cr |
| Funds Managed | 12 | 4 |
| Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 45.34 | 34.4 |
| Large Cap | 40.64 | 44.7 |
| Small Cap | 3.7 | 1.74 |
| Mid Cap | 10.32 | 15.46 |
Sector Allocation
| Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 44.52 | 34.4 |
| Energy | 3.79 | - |
| Technology | 6.06 | - |
| Communication Services | 2.15 | - |
| Healthcare | 4.58 | - |
| Industrials | 5.32 | - |
| Consumer Cyclical | 6.73 | - |
| Financial Services | 17.34 | - |
| Basic Materials | 2.48 | - |
| Utilities | 3.43 | - |
| Consumer Defensive | 2.97 | - |
| Real Estate | 0.63 | - |
| Petroleum Products | - | 1.32 |
| IT - Software | - | 10.77 |
| Pharmaceuticals & Biotechnology | - | 4.46 |
| Personal Products | - | 1.07 |
| Construction | - | 0 |
| Finance | - | 4.35 |
| Consumer Durables | - | 4.42 |
| Capital Markets | - | 2.94 |
| Banks | - | 6.72 |
| Diversified FMCG | - | 3.59 |
| Chemicals & Petrochemicals | - | 1.21 |
| Leisure Services | - | 1.32 |
| Healthcare Services | - | 0.46 |
| Automobiles | - | 2.38 |
| Aerospace & Defense | - | -0.01 |
| Cement & Cement Products | - | 1.74 |
| Fertilizers & Agrochemicals | - | 1.18 |
| Insurance | - | 1.09 |
| Gas | - | 0.14 |
| Agricultural Food & other Products | - | 0.7 |
| Diversified Metals | - | 0.79 |
| Food Products | - | 3.53 |
| Non - Ferrous Metals | - | 0.22 |
| Realty | - | 0 |
| Ferrous Metals | - | 0.28 |
| Industrial Products | - | 0.56 |
| Auto Components | - | 0.31 |
| Telecom - Services | - | 2.89 |
| Consumable Fuels | - | 1.11 |
| Transport Services | - | 1.17 |
| Retailing | - | 0 |
| Textiles & Apparels | - | 0.72 |
| Power | - | 0.06 |
| Beverages | - | 0 |
| Financial Technology (Fintech) | - | 0.41 |
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