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) ₹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

Trailing Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month -2.16% -2.51%
6 Month -2.36% -1.35%
1 Year 11.29% 13.8%
3 Year 11.86% 6.15%
5 Year - 11.44%

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 3.37% 6.73%
3 Year 13.88% 11.47%
5 Year - 11.67%

Rolling Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 18.3% 9.17%
3 Year 15.91% 9.02%
5 Year - 8.86%

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 36.35
Large Cap 49.78 40.5
Mid Cap 6.74 10.79
Small Cap 9.33 12.37

Sector Allocation

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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