- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
SWP Mutual Fund Plan Your Wealth with Our SWP Feature
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7141 Cr | ₹3487 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Dec 2005 | 04 Mar 2020 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold | CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index |
| Turn Over | 252% | 16.78% |
| Expense Ratio | 1.44 | 1.87 |
| Manager | Pradeep Kesavan | Rahul Singh |
| ISIN Code | INF200K01800 | INF277K012Z5 |
| Exits Load | SBI 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 | Tata Multi Asset Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.34% | 4.42% |
| 6 Month | -3.2% | -4.96% |
| 1 Year | 11.02% | 7.82% |
| 3 Year | 13.87% | 12.43% |
| 5 Year | 16.52% | 19.44% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -0.44% | -0.82% |
| 1 Year | 0.6% | -1.44% |
| 3 Year | 14.17% | 12.44% |
| 5 Year | 13.65% | 13.88% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.69% | 18.05% |
| 3 Year | 8.58% | 15.76% |
| 5 Year | 9.29% | - |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 7.531% | 7.805% |
| Sharp | 0.827% | 0.735% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Rahul Singh |
| Total AUM | ₹434274 Cr | ₹19760 Cr |
| Funds Managed | 43 | 9 |
| SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 66.25 | 33.43 |
| Large Cap | 18.14 | 46.74 |
| Small Cap | 12.18 | 11.93 |
| Mid Cap | 3.43 | 7.9 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 66.25 | 32.93 |
| Energy | 2.19 | 4.78 |
| Technology | 6.28 | 4.28 |
| Consumer Defensive | 2.57 | 1.06 |
| Financial Services | 9.69 | 20.08 |
| Industrials | 2.53 | 9.08 |
| Consumer Cyclical | 4.98 | 5.87 |
| Healthcare | 0.9 | 6.07 |
| Basic Materials | 1.91 | 5.53 |
| Utilities | 1.5 | 3.4 |
| Communication Services | 0.49 | 4.57 |
| Real Estate | 0.71 | 2.37 |
Top Comparisons
HDFC Long Duration Debt Fund - Growth Option
3Y Returns0%
Bandhan Bond Fund Income Plan Regular-Growth
3Y Returns5.26%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns5.77%
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
3Y Returns5.77%
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
3Y Returns16.41%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns13.9%
Tata Hybrid Equity Fund- Regular Plan - Growth Option
3Y Returns11.98%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns11.87%
