Tata Multi Asset Opportunities Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare

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Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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Tata Multi Asset Opportunities Fund-Regular Plan-Growth

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Chart Comparison

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

Overview

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Fund	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3710 Cr	₹3487 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹1000
Launch Date	31 Jan 2023	04 Mar 2020
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)	CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over	0.0%	16.78%
Expense Ratio	1.85	1.87
Manager	Dhaval Joshi	Rahul Singh
ISIN Code	INF209KB12R6	INF277K012Z5
Exits Load	Aditya Birla Sun Life 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	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Month	5.27%	5.2%
6 Month	-4.11%	-5.02%
1 Year	10.68%	5.81%
3 Year	-	11.7%
5 Year	-	19.85%

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
6 Month	0.09%	-1.04%
1 Year	2.54%	-1.21%
3 Year	-	12.67%
5 Year	-	14%

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Year	23.69%	18.05%
3 Year	-	15.76%
5 Year	-	-

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Standard Deviation	-	7.805%
Sharp	-	0.735%
Beta	-	-
Alpha	-	-

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Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Name	Dhaval Joshi	Rahul Singh
Total AUM	₹361932 Cr	₹19760 Cr
Funds Managed	55	9
	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Others	35.73	33.43
Large Cap	42.47	46.74
Mid Cap	13.5	7.9
Small Cap	8.29	11.93

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Others	31.66	32.93
Energy	5.67	4.78
Technology	7.27	4.28
Industrials	7.39	9.08
Financial Services	17.46	20.08
Consumer Cyclical	8.83	5.87
Consumer Defensive	5.21	1.06
Basic Materials	2.63	5.53
Healthcare	5.95	6.07
Real Estate	3.14	2.37
Utilities	2.33	3.4
Communication Services	2.46	4.57