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Axis Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare

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

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tortoise-icon Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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Chart Comparison

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

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 4.83% 4.44%
6 Month -5.35% -5.81%
1 Year 5.67% 9.58%
3 Year 11.59% 7.21%
5 Year 19.78% 16.89%

SIP Return Analysis

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month -1.04% -1.37%
1 Year -1.21% -0.3%
3 Year 12.67% 10.96%
5 Year 14% 10.67%

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 - -

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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

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