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) ₹3664 Cr ₹3410 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(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over 0.0% 16.78%
Expense Ratio 1.85 1.88
Manager Dhaval Joshi Rahul Singh
ISIN Code INF209KB12R6 INF277K012Z5
Exits Load Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Multi Asset Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 -1.74% -2.07%
6 Month 0.27% -1.98%
1 Year 14.68% 10.49%
3 Year - 12.14%
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 8.37% 5.13%
3 Year - 14.81%
5 Year - -

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 24.68% 18.3%
3 Year - 15.91%
5 Year - -

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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