Axis Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3487 Cr | ₹1316 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 04 Mar 2020 | 23 Aug 2010 |
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 | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
Turn Over | 16.78% | 64.15% |
Expense Ratio | 1.87 | 2.1 |
Manager | Rahul Singh | R Sivakumar |
ISIN Code | INF277K012Z5 | INF846K01768 |
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 | Axis Multi Asset Allocation 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 | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.61% | 2.98% |
6 Month | 0.44% | 0.01% |
1 Year | 8.9% | 11.68% |
3 Year | 13.31% | 9.19% |
5 Year | 19.1% | 15.75% |
SIP Return Analysis
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.29% | 1.24% |
1 Year | 2.8% | 2.09% |
3 Year | 13.57% | 11.62% |
5 Year | 14.29% | 10.82% |
Rolling Lumpsum Returns
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.05% | 9.35% |
3 Year | 15.76% | 8.92% |
5 Year | - | 8.93% |
Risk Management
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 7.805% | 10.251% |
Sharp | 0.735% | 0.074% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rahul Singh | R Sivakumar |
Total AUM | ₹19760 Cr | ₹9709 Cr |
Funds Managed | 9 | 10 |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.43 | 35.22 |
Large Cap | 46.74 | 47.19 |
Small Cap | 11.93 | 8.68 |
Mid Cap | 7.9 | 8.9 |
Sector Allocation
Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.93 | 34.44 |
Energy | 4.78 | 3.14 |
Technology | 4.28 | 6.66 |
Healthcare | 6.07 | 5.16 |
Industrials | 9.08 | 6.83 |
Basic Materials | 5.53 | 6.17 |
Financial Services | 20.08 | 20.2 |
Consumer Defensive | 1.06 | 4.41 |
Consumer Cyclical | 5.87 | 9.25 |
Communication Services | 4.57 | 1.6 |
Utilities | 3.4 | 0.7 |
Real Estate | 2.37 | 1.45 |
Top Comparisons
BANDHAN Focused Equity Fund - Regular Plan - Growth
3Y Returns16.13%
360 ONE Focused Equity Fund Regular-Growth
3Y Returns16.36%
Franklin India Pension Plan-Growth
3Y Returns10.49%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns14.39%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.6%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns11.98%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns22.53%
HSBC Small Cap Fund Regular Growth
3Y Returns18.22%