Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Invest Now

tortoise-icon UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Invest Now

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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

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

Sector Allocation

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

Top Comparisons

Tata Large & Mid Cap Fund- Regular Plan - Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option

3Y Returns20.27%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns20.23%

Compare Now

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns6.76%

VS

Axis Arbitrage Fund - Regular Plan - Growth Axis Arbitrage Fund - Regular Plan - Growth

3Y Returns6.56%

Compare Now

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.89%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.89%

Compare Now

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

3Y Returns15.08%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns16.1%

Compare Now
Add to Cart Successfully