UTI Multi Asset Allocation Fund vs Tata Multi Asset Opportunities 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)	₹4805 Cr	₹6720 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	0.12%	0.79%
6 Month	9.19%	8.89%
1 Year	19.22%	15.88%
3 Year	16.73%	21.22%
5 Year	15.34%	15.38%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	3.53%	2.55%
1 Year	17.06%	13.1%
3 Year	14.84%	15.9%
5 Year	14.39%	16.37%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	14.39%	9.08%
3 Year	15.5%	9.18%
5 Year	17.19%	8.34%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	7.24%	8.04%
Sharp	1.24%	1.56%
Beta	0.91%	0.98%
Alpha	2.29%	5.38%

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	38.84	36.35
Large Cap	42.56	46.8
Small Cap	11.08	1.86
Mid Cap	7.52	14.99

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	34.44	29.67
Energy	4.98	3.13
Technology	3.85	11.06
Industrials	7	5.46
Financial Services	25.27	15.92
Consumer Defensive	1.8	9.17
Healthcare	4.59	4.35
Basic Materials	5.87	5.35
Real Estate	1.52	3.77
Consumer Cyclical	4.6	9.07
Communication Services	3.99	3.04
Utilities	2.1	-