DSP Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
DSP Multi Asset Allocation Fund - Regular (G)
Chart Comparison
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Fund | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹3051 Cr | ₹1692 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Mar 2020 | 27 Sep 2023 |
| 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 500 TRI (40), MSCI World (20), NIFTY Composite Debt Index (20), Domestic Price of Gold (15), M |
| Turn Over | 16.78% | % |
| Expense Ratio | 1.87 | 1.71 |
| Manager | Rahul Singh | Jay Kothari |
| ISIN Code | INF277K012Z5 | INF740KA1TB5 |
| 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 |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Month | 0.65% | 2.9% |
| 6 Month | 10.97% | 13.6% |
| 1 Year | 27.07% | - |
| 3 Year | 15.24% | - |
| 5 Year | - | - |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.22% | 8.99% |
| 3 Year | 29.21% | 8.99% |
| 5 Year | 47.63% | 8.99% |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Year | 18.16% | 28.58% |
| 3 Year | 15.95% | - |
| 5 Year | - | - |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 7.24% | - |
| Sharp | 1.16% | - |
| Beta | 0.81% | - |
| Alpha | 3.85% | - |
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| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Name | Rahul Singh | Jay Kothari |
| Total AUM | ₹19760 Cr | ₹0 Cr |
| Fund Manage | 9 | 20 |
| Tata Multi Asset Opportunities Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
| Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 34.12 | 59.79 |
| Large Cap | 49.78 | 26.74 |
| Mid Cap | 6.74 | 7.8 |
| Small Cap | 9.33 | 5.67 |
| Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 34.23 | 4.62 |
| Materials | 2.55 | 1.26 |
| Technology | 3.9 | 8.04 |
| Financial | 18.38 | 33.25 |
| Services | 2.61 | 1.12 |
| Energy | 7.47 | 3.84 |
| Automobile | 2.47 | 5.18 |
| Consumer Discretionary | 0.71 | 1.4 |
| Healthcare | 4.81 | 5.76 |
| Construction | 4.66 | - |
| Consumer Staples | 0.91 | 3.46 |
| Insurance | 0.88 | - |
| Metals & Mining | 1.52 | 2.45 |
| Sovereign | 5.06 | 3.34 |
| Communication | 3.65 | 3.09 |
| Capital Goods | 3.63 | 0.65 |
| Chemicals | 1.23 | 1.23 |
| Textiles | 0.36 | - |
| Unclassified | 0.94 | 21.31 |
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