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

Link copied to clipboard!

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Invest Now

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Invest Now

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 Risk	Very High Risk
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

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	-2.2%	-1.34%
6 Month	-5.15%	-5.12%
1 Year	5.52%	10.57%
3 Year	11.63%	7.25%
5 Year	-	10.53%

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-3.46%	-0.33%
3 Year	11.45%	9.73%
5 Year	-	10.52%

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%

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	7.805%	10.007%
Sharp	0.735%	0.143%
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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