Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare

Link copied to clipboard!

tortoise-icon Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Invest Now

tortoise-icon Edelweiss Multi Asset Allocation Fund - Reg (G)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns17.05%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns17.5%

Compare Now

Franklin India Feeder - Templeton European Opportunities Fund - Growth Franklin India Feeder - Templeton European Opportunities Fund - Growth

3Y Returns3.69%

VS

Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

3Y Returns14.22%

Compare Now

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns6.78%

VS

Axis Ultra Short Duration Fund - Regular Plan Growth Axis Ultra Short Duration Fund - Regular Plan Growth

3Y Returns6.34%

Compare Now

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns14.38%

VS

Quant Active Fund-Growth Quant Active Fund-Growth

3Y Returns10.95%

Compare Now
Add to Cart Successfully