Edelweiss Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Invest NowEdelweiss Multi Asset Allocation Fund - Reg (G)
Invest NowChart Comparison
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Fund | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low to Moderate |
Asset Size (Cr) | ₹3051 Cr | ₹0 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 04 Mar 2020 | 23 Jun 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 5yr Benchmark G-Sec Index (50), NIFTY 500 TRI (40), Domestic Price of Gold (5), Domestic Price |
Turn Over | 16.78% | % |
Expense Ratio | 1.87 | 0.71 |
Manager | Rahul Singh | Dhawal Dalal |
ISIN Code | INF277K012Z5 | INF754K01RO7 |
Exits Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 | Exit load of 0.1%, if redeemed within 30 days./365 |
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Month | -3.41% | 0.6% |
6 Month | 3.87% | 4.51% |
1 Year | 20.98% | 8.07% |
3 Year | 12.38% | - |
5 Year | - | - |
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
6 Month | - | - |
1 Year | 14.47% | 8.04% |
3 Year | 16.86% | - |
5 Year | - | - |
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Year | 18.3% | 7.79% |
3 Year | 15.91% | - |
5 Year | - | - |
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Standard Deviation | 7.24% | - |
Sharp | 1.16% | - |
Beta | 0.81% | - |
Alpha | 3.85% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Name | Rahul Singh | Dhawal Dalal |
Total AUM | ₹19760 Cr | ₹25974 Cr |
Fund Manage | 9 | 12 |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 34.12 | 59.9 |
Large Cap | 49.78 | 29.81 |
Mid Cap | 6.74 | 8.93 |
Small Cap | 9.33 | 1.35 |
Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 34.23 | 62.25 |
Materials | 2.55 | -0.01 |
Technology | 3.9 | -1.3877787807814E-17 |
Financial | 18.38 | 22.52 |
Services | 2.61 | 4.4408920985006E-16 |
Energy | 7.47 | -0.05 |
Automobile | 2.47 | -0.01 |
Consumer Discretionary | 0.71 | -0.01 |
Healthcare | 4.81 | 1.3877787807814E-16 |
Construction | 4.66 | -0.01 |
Consumer Staples | 0.91 | 0 |
Insurance | 0.88 | - |
Metals & Mining | 1.52 | 0 |
Sovereign | 5.06 | 15.39 |
Communication | 3.65 | -0.04 |
Capital Goods | 3.63 | -0.04 |
Chemicals | 1.23 | - |
Textiles | 0.36 | - |
Unclassified | 0.94 | - |
Top Comparisons
Sundaram Short Duration Fund Regular Growth
3Y Returns5.98%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns5.55%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns6.56%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns5.98%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns16.44%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns15.19%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
HSBC Large Cap Fund - Regular Growth
3Y Returns12.38%