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Tata Multi Asset Opportunities Fund vs UTI Multi Asset Allocation Fund compare
Tata Multi Asset Allocation Fund-Regular Plan-Growth
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Multi Asset Allocation Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3956 Cr | ₹5890 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Mar 2020 | 17 Dec 2008 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
| Turn Over | 16.78% | 270% |
| Expense Ratio | 1.87 | 1.75 |
| Manager | Rahul Singh | Sunil Madhukar Patil |
| ISIN Code | INF277K012Z5 | INF789F01AP6 |
| Exits Load | Tata Multi Asset Opportunities 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 | Tata Multi Asset Allocation Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.14% | -1.32% |
| 6 Month | 8.86% | 5.62% |
| 1 Year | 5.14% | 3.82% |
| 3 Year | 15.13% | 19.35% |
| 5 Year | 17.08% | 15.65% |
SIP Return Analysis
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.25% | 3.32% |
| 1 Year | 10.91% | 6.19% |
| 3 Year | 14.58% | 17.87% |
| 5 Year | 14.51% | 16.52% |
Rolling Lumpsum Returns
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.88% | 9.3% |
| 3 Year | 15.63% | 8.9% |
| 5 Year | 18.97% | 8.2% |
Risk Management
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.17% | 8.04% |
| Sharp | 1.19% | 1.78% |
| Beta | - | 0.85% |
| Alpha | - | 7.03% |
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Fund Managers
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rahul Singh | Sunil Madhukar Patil |
| Total AUM | ₹19760 Cr | ₹6910 Cr |
| Funds Managed | 9 | 4 |
| Tata Multi Asset Allocation Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 36.35 | 34.77 |
| Large Cap | 43.56 | 49.96 |
| Small Cap | 13.5 | 1.59 |
| Mid Cap | 6.6 | 13.69 |
Sector Allocation
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.42 | 32.93 |
| Energy | 5.04 | 3.12 |
| Technology | 3.68 | 14.63 |
| Industrials | 7.63 | 3.09 |
| Basic Materials | 5.74 | 6.88 |
| Financial Services | 22.81 | 15.2 |
| Consumer Defensive | 0.87 | 8.43 |
| Healthcare | 5.51 | 7.42 |
| Consumer Cyclical | 5.19 | 5.23 |
| Communication Services | 4.05 | 3.02 |
| Utilities | 3.18 | 0.05 |
| Real Estate | 1.87 | 0 |
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