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
| 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) | ₹3410 Cr | ₹1281 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 | 1.88 | 2.07 |
| 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 |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.16% | 2.02% |
| 6 Month | 2.02% | 4.12% |
| 1 Year | 15.43% | 16.64% |
| 3 Year | 13.52% | 7.54% |
| 5 Year | - | 12.3% |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.27% | 12.5% |
| 3 Year | 15.87% | 13.14% |
| 5 Year | - | 12.83% |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.3% | 9.17% |
| 3 Year | 15.91% | 9.02% |
| 5 Year | - | 8.86% |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.24% | 9.95% |
| Sharp | 1.16% | 0.43% |
| Beta | 0.81% | 1.12% |
| Alpha | 3.85% | -2.29% |
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| 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 |
| Fund Manage | 9 | 10 |
| Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.12 | 36.35 |
| Large Cap | 49.78 | 40.5 |
| Mid Cap | 6.74 | 10.79 |
| Small Cap | 9.33 | 12.37 |
| Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.23 | 36.35 |
| 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 | 2.74 |
| Consumer Staples | 0.91 | - |
| Insurance | 0.88 | 2.62 |
| 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 | - | 1.13 |
| IT - Software | - | 4.92 |
| Personal Products | - | 1.19 |
| Ferrous Metals | - | 0.7 |
| Finance | - | 3.23 |
| Non - Ferrous Metals | - | 1.46 |
| Banks | - | 10.21 |
| Realty | - | 2.11 |
| Healthcare Services | - | 1.86 |
| Pharmaceuticals & Biotechnology | - | 4.09 |
| Automobiles | - | 3.5 |
| Aerospace & Defense | - | 0.83 |
| Auto Components | - | 2.33 |
| Chemicals & Petrochemicals | - | 1.3 |
| Capital Markets | - | 1.14 |
| Diversified FMCG | - | 1.11 |
| Electrical Equipment | - | 0.98 |
| Beverages | - | 1.87 |
| Power | - | 0.52 |
| Fertilizers & Agrochemicals | - | 2.35 |
| Oil | - | 0.14 |
| Industrial Products | - | 1.32 |
| Consumer Durables | - | 2.07 |
| Telecom - Services | - | 1.86 |
| Leisure Services | - | 0.64 |
| Cement & Cement Products | - | 1.09 |
| Industrial Manufacturing | - | 0.36 |
| Transport Services | - | 1.27 |
| Retailing | - | 2.01 |
| Household Products | - | 0.71 |
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