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Tata Multi Asset Opportunities Fund vs UTI Multi Asset Allocation Fund compare
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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 | 5.38% | 4.42% |
| 6 Month | -5.04% | -6.38% |
| 1 Year | 7.08% | 8.59% |
| 3 Year | 12.32% | 16.91% |
| 5 Year | 19.41% | 19.07% |
SIP Return Analysis
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.04% | -1.73% |
| 1 Year | -1.21% | -1.26% |
| 3 Year | 12.67% | 18.22% |
| 5 Year | 14% | 16.39% |
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% | 0.96% |
| Beta | - | 0.94% |
| Alpha | - | 6.1% |
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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 | 34.85 |
| Large Cap | 46.74 | 51.91 |
| Small Cap | 11.93 | 0.1 |
| Mid Cap | 7.9 | 13.13 |
Sector Allocation
| Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.93 | 34.85 |
| Energy | 4.78 | 4.11 |
| Technology | 4.28 | 11.08 |
| Healthcare | 6.07 | 5.52 |
| Industrials | 9.08 | 5.21 |
| Basic Materials | 5.53 | 4.4 |
| Financial Services | 20.08 | 8.79 |
| Consumer Defensive | 1.06 | 8.36 |
| Consumer Cyclical | 5.87 | 12.26 |
| Communication Services | 4.57 | 4.03 |
| Utilities | 3.4 | 0.56 |
| Real Estate | 2.37 | 0.8 |
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