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% | 0.55% |
| 6 Month | 10.97% | 4.04% |
| 1 Year | 27.07% | 8.03% |
| 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 | 18.16% | 7.76% |
| 3 Year | 15.95% | - |
| 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% | - |
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| Scheme 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 | - |
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