Nippon India Multi Asset Fund vs UTI Multi Asset Allocation Fund compare

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Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

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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	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)	₹9601 Cr	₹6551 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	1.75
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

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.41%	0.4%
6 Month	11.45%	7.79%
1 Year	17.57%	9.82%
3 Year	20.08%	19.35%
5 Year	16.66%	15.15%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	4.72%	3.45%
1 Year	22.99%	15.34%
3 Year	20.08%	17.13%
5 Year	18.07%	16.84%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	14.99%	9.01%
3 Year	16.33%	9.15%
5 Year	17.86%	8.33%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	7.59%	8.04%
Sharp	1.54%	1.54%
Beta	-	0.96%
Alpha	-	6.11%

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

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	47.35	35
Large Cap	35.86	47.84
Mid Cap	11.28	14.63
Small Cap	5.51	2.54

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	44.39	29.69
Energy	2.67	3.13
Technology	5.94	11.92
Industrials	6.3	5.61
Basic Materials	3.5	6.16
Consumer Cyclical	8.46	7.68
Consumer Defensive	3	9.37
Real Estate	0.91	3
Financial Services	17.6	16.04
Utilities	3.19	0
Healthcare	2.65	4.33
Communication Services	1.37	3.08