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)	₹3795 Cr	₹5659 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	2.18%	2.32%
6 Month	5.47%	3.29%
1 Year	5.84%	7.38%
3 Year	17.12%	22.32%
5 Year	17.89%	17.03%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	7.6%	6.35%
1 Year	13.28%	10.59%
3 Year	15.19%	19.26%
5 Year	14.88%	17.22%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	16.88%	9.3%
3 Year	15.63%	8.9%
5 Year	18.97%	8.2%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	8.17%	8.54%
Sharp	1.19%	1.67%
Beta	-	0.87%
Alpha	-	6.45%

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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	35.32	33.26
Large Cap	44.65	44.14
Small Cap	13.12	1.76
Mid Cap	6.91	15.6

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	34.37	33.26
Energy	4.99	-
Technology	3.72	-
Industrials	7.85	-
Basic Materials	5.84	-
Financial Services	22.42	-
Consumer Defensive	0.92	-
Healthcare	5.34	-
Consumer Cyclical	5.58	-
Communication Services	3.9	-
Utilities	3.21	-
Real Estate	1.88	-
Petroleum Products	-	1.3
IT - Software	-	10.99
Pharmaceuticals & Biotechnology	-	4.4
Personal Products	-	1
Construction	-	0
Finance	-	4.45
Consumer Durables	-	4.03
Capital Markets	-	3.39
Banks	-	6.52
Diversified FMCG	-	3.46
Chemicals & Petrochemicals	-	1.18
Leisure Services	-	1.27
Healthcare Services	-	0.46
Automobiles	-	2.02
Aerospace & Defense	-	-0.01
Cement & Cement Products	-	1.65
Fertilizers & Agrochemicals	-	1.11
Insurance	-	1.15
Automobile and Auto Components	-	0.29
Gas	-	0.15
Agricultural Food & other Products	-	0.69
Diversified Metals	-	0.8
Food Products	-	3.47
Non - Ferrous Metals	-	0.23
Realty	-	0
Ferrous Metals	-	0.32
Industrial Products	-	0.61
Auto Components	-	0.32
Telecom - Services	-	2.8
Consumable Fuels	-	1.1
Transport Services	-	1.16
Retailing	-	0
Textiles & Apparels	-	0.72
Power	-	0.05
Beverages	-	0
Financial Technology (Fintech)	-	0.42