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) | ₹3410 Cr | ₹4415 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 | 1.88 | 1.78 |
| 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 | 1.07% | 1.4% |
| 6 Month | 1.12% | 3.77% |
| 1 Year | 16.58% | 23.07% |
| 3 Year | 14.15% | 18.33% |
| 5 Year | - | 15.39% |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.27% | 12.63% |
| 3 Year | 15.87% | 22.38% |
| 5 Year | - | 18.78% |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.3% | 9.18% |
| 3 Year | 15.91% | 8.65% |
| 5 Year | - | 8.12% |
| 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% | 1.22% |
| Beta | 0.81% | 0.92% |
| Alpha | 3.85% | 6.88% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 32.49 |
| Large Cap | 49.78 | 38.2 |
| Mid Cap | 6.74 | 11.68 |
| Small Cap | 9.33 | 0 |
| Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.23 | 32.49 |
| Materials | 2.55 | - |
| Technology | 3.9 | - |
| Financial | 18.38 | - |
| Services | 2.61 | - |
| Energy | 7.47 | - |
| Automobile | 2.47 | - |
| Consumer Discretionary | 0.71 | - |
| Healthcare | 4.81 | - |
| Construction | 4.66 | -0.01 |
| Consumer Staples | 0.91 | - |
| Insurance | 0.88 | 1.01 |
| Metals & Mining | 1.52 | - |
| Sovereign | 5.06 | - |
| Communication | 3.65 | - |
| Capital Goods | 3.63 | - |
| Chemicals | 1.23 | - |
| Textiles | 0.36 | - |
| Unclassified | 0.94 | - |
| Petroleum Products | - | 2.25 |
| IT - Software | - | 7.84 |
| Pharmaceuticals & Biotechnology | - | 3.82 |
| Cement & Cement Products | - | 0.77 |
| Personal Products | - | 1.57 |
| Finance | - | 0.99 |
| Consumer Durables | - | 4.46 |
| Banks | - | 3.04 |
| Diversified FMCG | - | 3.07 |
| Non - Ferrous Metals | - | 0 |
| Electrical Equipment | - | 0.8 |
| Healthcare Services | - | 0.43 |
| Aerospace & Defense | - | -0.01 |
| Automobiles | - | 4.9 |
| Capital Markets | - | 0 |
| Gas | - | 0.27 |
| Fertilizers & Agrochemicals | - | 0.39 |
| Agricultural Food & other Products | - | 0.42 |
| Diversified Metals | - | 1.25 |
| Food Products | - | 1.22 |
| Realty | - | 0.41 |
| Oil | - | 0.38 |
| Industrial Products | - | 0.49 |
| Auto Components | - | 1.14 |
| Chemicals & Petrochemicals | - | 0.44 |
| Leisure Services | - | 0.41 |
| Telecom - Services | - | 2.22 |
| Consumable Fuels | - | -0.01 |
| Transport Services | - | 0.62 |
| Retailing | - | 4.17 |
| Power | - | 0.23 |
| Textiles & Apparels | - | 0.39 |
| Beverages | - | 0.51 |
Top Comparisons
HDFC Gold ETF Fund of Fund - Growth Option
3Y Returns14.33%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns13.91%
ICICI Prudential Bond Fund - Growth
3Y Returns6.3%
HSBC Medium to Long Duration Fund - Regular Growth
3Y Returns4.41%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns16.57%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
3Y Returns12.85%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns23.56%