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

Link copied to clipboard!

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

Invest Now

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Invest Now

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)	₹7759 Cr	₹6106 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	3.62%	2.94%
6 Month	15.68%	10.37%
1 Year	14.72%	7.44%
3 Year	21.82%	20.99%
5 Year	18.69%	16.44%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	7.59%	5.37%
1 Year	26.96%	17.58%
3 Year	21.35%	18.75%
5 Year	18.53%	17.39%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	15.31%	9.1%
3 Year	16.11%	9.04%
5 Year	17.91%	8.28%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	7.75%	8.04%
Sharp	1.63%	1.44%
Beta	-	0.11%
Alpha	-	11.15%

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	47.16	36.63
Large Cap	34.99	48.5
Mid Cap	12.47	13.21
Small Cap	5.38	1.66

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	44.68	31.7
Energy	2.36	2.88
Technology	5.52	12.08
Industrials	5.99	3.27
Basic Materials	4	7.11
Consumer Cyclical	7.74	4.87
Consumer Defensive	3.34	9.09
Real Estate	1.01	3.15
Financial Services	17.36	15.55
Utilities	4.03	0.04
Healthcare	2.76	7.17
Communication Services	1.21	3.09