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 Very High
Asset Size (Cr) ₹3051 Cr ₹1448 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Mar 2020 10 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 1.87 2.04
Manager Rahul Singh Harshad Borawake
ISIN Code INF277K012Z5 INF769K01KW3
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1%, if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Month 0.65% 1.64%
6 Month 10.97% 12.07%
1 Year 27.07% -
3 Year 15.24% -
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 12.22% 3.82%
3 Year 29.21% 3.82%
5 Year 47.63% 3.82%

Rolling Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Year 18.42% 5.82%
3 Year 41.6% 5.82%
5 Year 51.56% 5.82%

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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