Tata Multi Asset Opportunities Fund vs UTI Multi Asset Allocation Fund compare

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Tata Multi Asset Allocation Fund-Regular Plan-Growth

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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	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)	₹4278 Cr	₹6106 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

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	2.91%	3.24%
6 Month	9.81%	7.68%
1 Year	10.15%	8.26%
3 Year	15.02%	19.69%
5 Year	17.35%	16.19%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	2.06%	1.13%
1 Year	12.49%	8.01%
3 Year	13.04%	15.13%
5 Year	13.31%	15.35%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	15.25%	9.1%
3 Year	15.59%	9.04%
5 Year	18.09%	8.28%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	7.74%	8.04%
Sharp	1.03%	1.44%
Beta	-	0.11%
Alpha	-	11.15%

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

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	36.65	36.63
Large Cap	43.87	48.5
Small Cap	13.05	1.66
Mid Cap	6.43	13.21

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	34.55	31.7
Energy	4.87	2.88
Technology	4.1	12.08
Industrials	7.63	3.27
Financial Services	24.76	15.55
Consumer Defensive	1.21	9.09
Healthcare	4.9	7.17
Basic Materials	3.9	7.11
Consumer Cyclical	5.32	4.87
Communication Services	4.54	3.09
Utilities	2.36	0.04
Real Estate	1.85	3.15