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) ₹3051 Cr ₹1246 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 04 Mar 2020 01 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 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./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 0.65% 1.95%
6 Month 10.97% 17.75%
1 Year 27.07% 27.09%
3 Year 15.24% 9.75%
5 Year - 14.67%

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 Year 12.22% 10.49%
3 Year 29.21% 18.29%
5 Year 47.63% 36.83%

Rolling Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 18.42% 13.78%
3 Year 41.6% 29.16%
5 Year 51.56% 40.64%

Risk Management

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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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
Fund Manage 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 34.12 30.73
Large Cap 49.78 47.83
Mid Cap 6.74 11.28
Small Cap 9.33 10.15

Sector Allocation

Scheme Name

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 34.23 3.2
Materials 2.55 2.43
Technology 3.9 4.39
Financial 18.38 18.63
Services 2.61 3.75
Energy 7.47 7.06
Automobile 2.47 6.06
Consumer Discretionary 0.71 2.07
Healthcare 4.81 6.01
Construction 4.66 4.41
Consumer Staples 0.91 6.68
Insurance 0.88 2.86
Metals & Mining 1.52 0.88
Sovereign 5.06 6.32
Communication 3.65 2.68
Capital Goods 3.63 4.63
Chemicals 1.23 4.28
Textiles 0.36 -
Unclassified 0.94 13.65

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