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

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Tata Multi Asset Opportunities 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 Opportunities Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3487 Cr	₹5079 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	1.77
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 Opportunities Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	3.13%	3.13%
6 Month	4.6%	4.25%
1 Year	8.64%	9.36%
3 Year	16.04%	20.97%
5 Year	19.79%	19.52%

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	5.37%	4.16%
1 Year	8.12%	6.69%
3 Year	14.82%	19.63%
5 Year	14.76%	17.13%

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	18.05%	9.35%
3 Year	15.76%	8.78%
5 Year	-	8.16%

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	7.805%	8.04%
Sharp	0.735%	1.23%
Beta	-	0.89%
Alpha	-	5.95%

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Scheme Name	Tata Multi Asset Opportunities 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 Opportunities Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	33.43	34.26
Large Cap	46.74	48.18
Small Cap	11.93	0
Mid Cap	7.9	13.48

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	32.93	34.26
Energy	4.78	-
Technology	4.28	-
Healthcare	6.07	-
Industrials	9.08	-
Basic Materials	5.53	-
Financial Services	20.08	-
Consumer Defensive	1.06	-
Consumer Cyclical	5.87	-
Communication Services	4.57	-
Utilities	3.4	-
Real Estate	2.37	-
Petroleum Products	-	3.23
IT - Software	-	9.48
Pharmaceuticals & Biotechnology	-	4.73
Personal Products	-	1.57
Construction	-	0
Finance	-	1.41
Consumer Durables	-	5.05
Banks	-	4.72
Diversified FMCG	-	3.86
Electrical Equipment	-	0.71
Leisure Services	-	1.33
Healthcare Services	-	0.63
Aerospace & Defense	-	-0.01
Automobiles	-	4.09
Insurance	-	1.2
Capital Markets	-	0
Gas	-	0.31
Fertilizers & Agrochemicals	-	0.49
Agricultural Food & other Products	-	0.53
Diversified Metals	-	1.5
Food Products	-	1.61
Realty	-	0.36
Oil	-	0.38
Industrial Products	-	0.66
Auto Components	-	1.21
Chemicals & Petrochemicals	-	0.62
Telecom - Services	-	3.14
Financial Technology (Fintech)	-	0.78
Cement & Cement Products	-	1.05
Consumable Fuels	-	0
Transport Services	-	0.98
Retailing	-	4.5
Textiles & Apparels	-	0.48
Power	-	0.36
Beverages	-	0.7