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Tata Multi Asset Opportunities Fund vs Axis Multi Asset Allocation Fund compare
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3487 Cr | ₹1316 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Mar 2020 | 23 Aug 2010 |
| 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 | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
| Turn Over | 16.78% | 64.15% |
| Expense Ratio | 1.87 | 2.1 |
| Manager | Rahul Singh | R Sivakumar |
| ISIN Code | INF277K012Z5 | INF846K01768 |
| 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 | Axis Multi Asset Allocation 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 | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.38% | 4.82% |
| 6 Month | -5.04% | -5.83% |
| 1 Year | 7.08% | 11.18% |
| 3 Year | 12.32% | 8.19% |
| 5 Year | 19.41% | 16.31% |
SIP Return Analysis
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.04% | -1.37% |
| 1 Year | -1.21% | -0.3% |
| 3 Year | 12.67% | 10.96% |
| 5 Year | 14% | 10.67% |
Rolling Lumpsum Returns
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.05% | 9.35% |
| 3 Year | 15.76% | 8.92% |
| 5 Year | - | 8.93% |
Risk Management
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.805% | 10.251% |
| Sharp | 0.735% | 0.074% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rahul Singh | R Sivakumar |
| Total AUM | ₹19760 Cr | ₹9709 Cr |
| Funds Managed | 9 | 10 |
| Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 33.43 | 35.22 |
| Large Cap | 46.74 | 47.19 |
| Small Cap | 11.93 | 8.68 |
| Mid Cap | 7.9 | 8.9 |
Sector Allocation
| Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.93 | 34.44 |
| Energy | 4.78 | 3.14 |
| Technology | 4.28 | 6.66 |
| Healthcare | 6.07 | 5.16 |
| Industrials | 9.08 | 6.83 |
| Basic Materials | 5.53 | 6.17 |
| Financial Services | 20.08 | 20.2 |
| Consumer Defensive | 1.06 | 4.41 |
| Consumer Cyclical | 5.87 | 9.25 |
| Communication Services | 4.57 | 1.6 |
| Utilities | 3.4 | 0.7 |
| Real Estate | 2.37 | 1.45 |
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