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

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

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

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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 Mirae Asset Multi Asset Allocation Fund-Reg (G)
Fund Tata Multi Asset Opportunities Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹3410 Cr ₹1729 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Mar 2020 31 Jan 2024
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 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri
Turn Over 16.78% %
Expense Ratio 1.88 2.01
Manager Rahul Singh Harshad Borawake
ISIN Code INF277K012Z5 INF769K01KW3
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 Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Month 0.53% 0.56%
6 Month 1.52% 3.27%
1 Year 15.81% -
3 Year 13.53% -
5 Year - -

SIP Return Analysis

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
6 Month - -
1 Year 9.27% -
3 Year 15.87% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Year 18.3% -
3 Year 15.91% -
5 Year - -

Risk Management

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
Standard Deviation 7.24% -
Sharp 1.16% -
Beta 0.81% -
Alpha 3.85% -

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Fund Managers

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
Name Rahul Singh Harshad Borawake
Total AUM ₹19760 Cr ₹0 Cr
Fund Manage 9 3
Tata Multi Asset Opportunities Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)

Market Cap

Scheme Name

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Mirae Asset Multi Asset Allocation Fund-Reg (G)

Others 34.12 35.07
Large Cap 49.78 50.18
Mid Cap 6.74 8.25
Small Cap 9.33 6.56

Sector Allocation

Scheme Name

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Mirae Asset Multi Asset Allocation Fund-Reg (G)

Others 34.23 19.97
Materials 2.55 2.34
Technology 3.9 3.74
Financial 18.38 27.09
Services 2.61 2.85
Energy 7.47 4.61
Automobile 2.47 3.35
Consumer Discretionary 0.71 0.6
Healthcare 4.81 2.84
Construction 4.66 3.39
Consumer Staples 0.91 3.26
Insurance 0.88 0.9
Metals & Mining 1.52 1.06
Sovereign 5.06 5.52
Communication 3.65 1.52
Capital Goods 3.63 2.35
Chemicals 1.23 0.19
Textiles 0.36 -
Unclassified 0.94 14.36
Diversified - 0.12

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