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

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

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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 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 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%

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 2.94% 1.65%
1 Year 6.1% 2.02%
3 Year 17.14% 17.96%
5 Year - 16.17%

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 17.1% 9.35%
3 Year 15.85% 8.78%
5 Year - 8.16%

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% 1.23%
Beta - 0.89%
Alpha - 5.95%

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

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 34.26
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

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