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UTI Multi Asset Allocation Fund vs Nippon India Multi Asset Fund compare
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹9601 Cr | ₹6551 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 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.22% | 0.87% |
| 6 Month | 11.05% | 7.58% |
| 1 Year | 15.35% | 8.74% |
| 3 Year | 19.96% | 19.48% |
| 5 Year | 17% | 15.35% |
SIP Return Analysis
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.44% | 4.38% |
| 1 Year | 23.4% | 17.57% |
| 3 Year | 19.77% | 17.53% |
| 5 Year | 17.7% | 16.9% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.99% | 9.04% |
| 3 Year | 16.26% | 9.14% |
| 5 Year | 18.02% | 8.32% |
Risk Management
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.59% | 8.04% |
| Sharp | 1.54% | 1.54% |
| Beta | - | 0.96% |
| Alpha | - | 6.11% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 47.36 | 35.51 |
| Large Cap | 35.43 | 47.8 |
| Mid Cap | 11.76 | 13.82 |
| Small Cap | 5.44 | 2.87 |
Sector Allocation
| Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 44.66 | 30.44 |
| Energy | 2.28 | 2.85 |
| Technology | 5.53 | 11.37 |
| Industrials | 6.32 | 5.41 |
| Basic Materials | 3.69 | 6.31 |
| Consumer Cyclical | 8.04 | 7.16 |
| Consumer Defensive | 3.34 | 9.54 |
| Real Estate | 0.97 | 3.05 |
| Financial Services | 17.43 | 15.73 |
| Utilities | 3.67 | 0.02 |
| Healthcare | 2.6 | 5.2 |
| Communication Services | 1.48 | 2.92 |
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