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
Overview
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) | ₹3487 Cr | ₹1479 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 | CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
Turn Over | 16.78% | % |
Expense Ratio | 1.87 | 0.72 |
Manager | Rahul Singh | Dhawal Dalal |
ISIN Code | INF277K012Z5 | INF754K01RO7 |
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 | Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Month | 3.57% | 1.39% |
6 Month | -0.58% | 4.47% |
1 Year | 9.07% | 8.94% |
3 Year | 13% | - |
5 Year | 19.32% | - |
SIP Return Analysis
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
6 Month | 2.29% | 2.68% |
1 Year | 2.8% | 9.41% |
3 Year | 13.57% | - |
5 Year | 14.29% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Year | 18.05% | 7.88% |
3 Year | 15.76% | - |
5 Year | - | - |
Risk Management
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Standard Deviation | 7.805% | - |
Sharp | 0.735% | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Funds Managed | 9 | 12 |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Market Cap
Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 33.43 | 71.58 |
Large Cap | 46.74 | 21.12 |
Small Cap | 11.93 | 0.4 |
Mid Cap | 7.9 | 6.91 |
Sector Allocation
Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 32.93 | 71.04 |
Energy | 4.78 | 5.91 |
Technology | 4.28 | 1.65 |
Healthcare | 6.07 | 0.79 |
Industrials | 9.08 | 2.08 |
Basic Materials | 5.53 | 2.56 |
Financial Services | 20.08 | 9.73 |
Consumer Defensive | 1.06 | 0.19 |
Consumer Cyclical | 5.87 | 2.25 |
Communication Services | 4.57 | 3.58 |
Utilities | 3.4 | 0.04 |
Real Estate | 2.37 | 0.18 |
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