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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) | ₹4048 Cr | ₹5941 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 | 2.19% | 2.77% |
| 6 Month | 13.49% | 11.79% |
| 1 Year | 5.15% | 3.02% |
| 3 Year | 14% | 18.57% |
| 5 Year | 16.7% | 15.79% |
SIP Return Analysis
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.72% | 4.04% |
| 1 Year | 13.18% | 11.71% |
| 3 Year | 14.08% | 17.74% |
| 5 Year | 13.92% | 16.55% |
Rolling Lumpsum Returns
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.1% | 9.19% |
| 3 Year | 15.69% | 8.99% |
| 5 Year | 18.65% | 8.25% |
Risk Management
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.86% | 8.04% |
| Sharp | 0.86% | 1.41% |
| Beta | - | 0.09% |
| Alpha | - | 11.02% |
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 | 36.36 | 35.92 |
| Large Cap | 42.96 | 49.13 |
| Small Cap | 13.79 | 1.53 |
| Mid Cap | 6.89 | 13.41 |
Sector Allocation
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.37 | 32.37 |
| Energy | 4.65 | 2.92 |
| Technology | 3.54 | 13.14 |
| Industrials | 7.48 | 2.92 |
| Financial Services | 22.94 | 15.23 |
| Consumer Defensive | 0.9 | 8.68 |
| Basic Materials | 5.97 | 7.12 |
| Healthcare | 5.7 | 7.86 |
| Consumer Cyclical | 5.27 | 4.98 |
| Communication Services | 4.71 | 2.93 |
| Utilities | 2.8 | 0.05 |
| Real Estate | 1.69 | 1.8 |
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