Edelweiss Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart 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 | 0.65% | 0.67% |
6 Month | 10.97% | 4.07% |
1 Year | 27.07% | 7.76% |
3 Year | 15.24% | - |
5 Year | - | - |
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
6 Month | - | - |
1 Year | 12.22% | 3.47% |
3 Year | 29.21% | 3.75% |
5 Year | 47.63% | 3.75% |
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Year | 18.42% | 3.81% |
3 Year | 41.6% | 3.81% |
5 Year | 51.56% | 3.81% |
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% | - |
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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 |
Financial | 18.38 | 22.52 |
Energy | 7.47 | -0.05 |
Construction | 4.66 | -0.0099999999999999 |
Communication | 3.65 | -0.04 |
Technology | 3.9 | 1.3877787807814E-17 |
Sovereign | 5.06 | 15.39 |
Metals & Mining | 1.52 | 0 |
Capital Goods | 3.63 | -0.04 |
Services | 2.61 | 4.4408920985006E-16 |
Automobile | 2.47 | -0.01 |
Materials | 2.55 | -0.01 |
Unclassified | 0.94 | - |
Healthcare | 4.81 | 0 |
Consumer Discretionary | 0.71 | -0.01 |
Chemicals | 1.23 | - |
Consumer Staples | 0.91 | 0 |
Insurance | 0.88 | - |
Textiles | 0.36 | - |
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