- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹7759 Cr | ₹6106 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 | 3.31% | 4.06% |
| 6 Month | 13.75% | 7.93% |
| 1 Year | 14.98% | 7.87% |
| 3 Year | 20.53% | 20.01% |
| 5 Year | 18.82% | 16.26% |
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 | 6.79% | 4.58% |
| 1 Year | 25.34% | 15.73% |
| 3 Year | 20.98% | 18.17% |
| 5 Year | 18.3% | 17.06% |
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 | 15.31% | 9.1% |
| 3 Year | 16.11% | 9.04% |
| 5 Year | 17.91% | 8.28% |
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 | 7.75% | 8.04% |
| Sharp | 1.63% | 1.44% |
| Beta | - | 0.11% |
| Alpha | - | 11.15% |
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 | 47.16 | 36.63 |
| Large Cap | 34.99 | 48.5 |
| Mid Cap | 12.47 | 13.21 |
| Small Cap | 5.38 | 1.66 |
Sector Allocation
| Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 44.68 | 31.7 |
| Energy | 2.36 | 2.88 |
| Technology | 5.52 | 12.08 |
| Industrials | 5.99 | 3.27 |
| Basic Materials | 4 | 7.11 |
| Consumer Cyclical | 7.74 | 4.87 |
| Consumer Defensive | 3.34 | 9.09 |
| Real Estate | 1.01 | 3.15 |
| Financial Services | 17.36 | 15.55 |
| Utilities | 4.03 | 0.04 |
| Healthcare | 2.76 | 7.17 |
| Communication Services | 1.21 | 3.09 |
Top Comparisons
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns21.17%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.84%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns7.02%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.95%
Nippon India Small Cap Fund Regular Growth
3Y Returns23.32%
Quant Small Cap Fund Regular Growth
3Y Returns24.52%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns10.63%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
