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)	₹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

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	5.45%	5.26%
6 Month	4.5%	3.04%
1 Year	13.05%	10.28%
3 Year	18.95%	21.02%
5 Year	-	18.86%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	2.94%	1.65%
1 Year	6.1%	2.02%
3 Year	17.14%	17.96%
5 Year	-	16.17%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	17.1%	9.35%
3 Year	15.85%	8.78%
5 Year	-	8.16%

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%	1.23%
Beta	-	0.89%
Alpha	-	5.95%

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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	45.34	34.26
Large Cap	40.64	48.18
Small Cap	3.7	0
Mid Cap	10.32	13.48

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	44.52	34.26
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	-	3.23
IT - Software	-	9.48
Pharmaceuticals & Biotechnology	-	4.73
Personal Products	-	1.57
Construction	-	0
Finance	-	1.41
Consumer Durables	-	5.05
Banks	-	4.72
Diversified FMCG	-	3.86
Electrical Equipment	-	0.71
Leisure Services	-	1.33
Healthcare Services	-	0.63
Aerospace & Defense	-	-0.01
Automobiles	-	4.09
Insurance	-	1.2
Capital Markets	-	0
Gas	-	0.31
Fertilizers & Agrochemicals	-	0.49
Agricultural Food & other Products	-	0.53
Diversified Metals	-	1.5
Food Products	-	1.61
Realty	-	0.36
Oil	-	0.38
Industrial Products	-	0.66
Auto Components	-	1.21
Chemicals & Petrochemicals	-	0.62
Telecom - Services	-	3.14
Financial Technology (Fintech)	-	0.78
Cement & Cement Products	-	1.05
Consumable Fuels	-	0
Transport Services	-	0.98
Retailing	-	4.5
Textiles & Apparels	-	0.48
Power	-	0.36
Beverages	-	0.7