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)	₹5981 Cr	₹5659 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	2.6%	2.5%
6 Month	7.27%	3.17%
1 Year	11.06%	8.24%
3 Year	20.22%	22.48%
5 Year	-	17.16%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	8.14%	6.62%
1 Year	15.78%	10.29%
3 Year	19.97%	19.9%
5 Year	-	17.48%

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%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	8.76%	8.04%
Sharp	1.21%	1.45%
Beta	-	0.87%
Alpha	-	6.45%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	34.4
Large Cap	40.64	44.7
Small Cap	3.7	1.74
Mid Cap	10.32	15.46

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