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
| 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) | ₹3051 Cr | ₹2418 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 04 Mar 2020 | 19 Nov 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 | CRISIL Composite Bond TRI,Domestic Price of Gold,BSE 200 TRI |
| Turn Over | 16.78% | 270% |
| Expense Ratio | 1.87 | 1.97 |
| Manager | Rahul Singh | Sunil Madhukar Patil |
| ISIN Code | INF277K012Z5 | INF789F01AP6 |
| Exits Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365 |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.65% | 3.47% |
| 6 Month | 10.97% | 16.98% |
| 1 Year | 27.07% | 39.65% |
| 3 Year | 15.24% | 18.64% |
| 5 Year | - | 17.02% |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.22% | 16.89% |
| 3 Year | 29.21% | 40.71% |
| 5 Year | 47.63% | 60.42% |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.42% | 16.35% |
| 3 Year | 41.6% | 44.01% |
| 5 Year | 51.56% | 63.69% |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.24% | 8.04% |
| Sharp | 1.16% | 1.35% |
| Beta | 0.81% | 0.89% |
| Alpha | 3.85% | 7.16% |
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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 |
| Fund Manage | 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 | 34.12 | 34.26 |
| Large Cap | 49.78 | 50.46 |
| Mid Cap | 6.74 | 13.9 |
| Small Cap | 9.33 | 1.38 |
| Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.23 | 21.56 |
| Materials | 2.55 | 1.86 |
| Technology | 3.9 | 3.26 |
| Financial | 18.38 | 6.06 |
| Services | 2.61 | 4.41 |
| Energy | 7.47 | 6.55 |
| Automobile | 2.47 | 4.93 |
| Consumer Discretionary | 0.71 | 1.5 |
| Healthcare | 4.81 | 4.4 |
| Construction | 4.66 | 3.66 |
| Consumer Staples | 0.91 | 3.46 |
| Insurance | 0.88 | 0.87 |
| Metals & Mining | 1.52 | - |
| Sovereign | 5.06 | 17.97 |
| Communication | 3.65 | 2.64 |
| Capital Goods | 3.63 | 4.5 |
| Chemicals | 1.23 | 1.18 |
| Textiles | 0.36 | - |
| Unclassified | 0.94 | 11.19 |
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