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
| 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) | ₹6591 Cr | ₹3410 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 | 1.46 | 1.88 |
| 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 |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.86% | 1.16% |
| 6 Month | 1.89% | 2.02% |
| 1 Year | 14.02% | 15.43% |
| 3 Year | 14.05% | 13.52% |
| 5 Year | 14.11% | - |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.29% | 9.27% |
| 3 Year | 16.55% | 15.87% |
| 5 Year | 15.16% | - |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.63% | 18.3% |
| 3 Year | 8.54% | 15.91% |
| 5 Year | 9.26% | - |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 6.81% | 7.24% |
| Sharp | 1.21% | 1.16% |
| Beta | 0.63% | 0.81% |
| Alpha | 4.59% | 3.85% |
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| 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 |
| Fund Manage | 43 | 9 |
| SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 60.91 | 34.12 |
| Large Cap | 14.35 | 49.78 |
| Small Cap | 14.53 | 9.33 |
| Mid Cap | 10.21 | 6.74 |
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 60.91 | 34.23 |
| Petroleum Products | 0.85 | - |
| IT - Software | 3.64 | - |
| Capital Markets | 1.31 | - |
| Banks | 7.02 | - |
| Realty | 2.67 | - |
| Consumer Durables | 2.37 | - |
| Pharmaceuticals & Biotechnology | 0.76 | - |
| Leisure Services | 1.39 | - |
| Insurance | 1.84 | 0.88 |
| Transport Infrastructure | 0.49 | - |
| Ferrous Metals | 0.99 | - |
| Cement & Cement Products | 1.02 | - |
| Finance | 0.96 | - |
| Gas | 1.32 | - |
| IT - Services | 1.09 | - |
| Entertainment | 0.18 | - |
| Oil | 1.01 | - |
| Food Products | 0.61 | - |
| Construction | 1.59 | 4.66 |
| Auto Components | 1.39 | - |
| Transport Services | 1.58 | - |
| Retailing | 1.46 | - |
| Telecom - Services | 0.39 | - |
| Power | 0.86 | - |
| Personal Products | 1.07 | - |
| Fertilizers & Agrochemicals | 0.26 | - |
| Beverages | 0.39 | - |
| Textiles & Apparels | 0.58 | - |
| Materials | - | 2.55 |
| Technology | - | 3.9 |
| Financial | - | 18.38 |
| Services | - | 2.61 |
| Energy | - | 7.47 |
| Automobile | - | 2.47 |
| Consumer Discretionary | - | 0.71 |
| Healthcare | - | 4.81 |
| Consumer Staples | - | 0.91 |
| Metals & Mining | - | 1.52 |
| Sovereign | - | 5.06 |
| Communication | - | 3.65 |
| Capital Goods | - | 3.63 |
| Chemicals | - | 1.23 |
| Textiles | - | 0.36 |
| Unclassified | - | 0.94 |
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