Aditya Birla Sun Life Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare

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tortoise-icon Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Fund Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3404 Cr ₹3051 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 31 Jan 2023 04 Mar 2020
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark BSE 200 (65), CRISIL Short-Term Bond Index (25), Domestic Price of Silver (5), Domestic Price of Gol CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over 0.0% 16.78%
Expense Ratio 1.86 1.87
Manager Dhaval Joshi Rahul Singh
ISIN Code INF209KB12R6 INF277K012Z5
Exits Load Exit load of 1%, if redeemed within 365 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Month 1.11% 0.65%
6 Month 15.08% 10.97%
1 Year 25.83% 27.07%
3 Year - 15.24%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
6 Month - -
1 Year 12.36% 12.22%
3 Year 17.51% 29.21%
5 Year 17.51% 47.63%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Year 17.19% 18.42%
3 Year 19.87% 41.6%
5 Year 19.87% 51.56%

Risk Management

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Standard Deviation - 7.24%
Sharp - 1.16%
Beta - 0.81%
Alpha - 3.85%

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Fund Managers

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Name Dhaval Joshi Rahul Singh
Total AUM ₹361932 Cr ₹19760 Cr
Fund Manage 55 9
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Others 34.84 34.12
Large Cap 43.67 49.78
Mid Cap 10.72 6.74
Small Cap 10.76 9.33

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Others 5.16 34.23
Consumer Staples 4.42 0.91
Metals & Mining 2.36 1.52
Automobile 4.69 2.47
Consumer Discretionary 2.53 0.71
Financial 26.39 18.38
Energy 8.06 7.47
Sovereign 0.87 5.06
Technology 4.7 3.9
Materials 1.86 2.55
Construction 4.83 4.66
Healthcare 4.47 4.81
Services 4.76 2.61
Capital Goods 6.34 3.63
Communication 1.7 3.65
Chemicals 1.07 1.23
Insurance 1.51 0.88
Unclassified 14.27 0.94
Textiles - 0.36

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