Tata Multi Asset Opportunities Fund vs Axis Multi Asset Allocation Fund compare

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

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Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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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)	₹3410 Cr	₹1281 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	1.88	2.07
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

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.16%	2.02%
6 Month	2.02%	4.12%
1 Year	15.43%	16.64%
3 Year	13.52%	7.54%
5 Year	-	12.3%

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	9.27%	12.5%
3 Year	15.87%	13.14%
5 Year	-	12.83%

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	18.3%	9.17%
3 Year	15.91%	9.02%
5 Year	-	8.86%

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	7.24%	9.95%
Sharp	1.16%	0.43%
Beta	0.81%	1.12%
Alpha	3.85%	-2.29%

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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
Fund Manage	9	10
	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	34.12	36.35
Large Cap	49.78	40.5
Mid Cap	6.74	10.79
Small Cap	9.33	12.37

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	34.23	36.35
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	-
Construction	4.66	2.74
Consumer Staples	0.91	-
Insurance	0.88	2.62
Metals & Mining	1.52	-
Sovereign	5.06	-
Communication	3.65	-
Capital Goods	3.63	-
Chemicals	1.23	-
Textiles	0.36	-
Unclassified	0.94	-
Petroleum Products	-	1.13
IT - Software	-	4.92
Personal Products	-	1.19
Ferrous Metals	-	0.7
Finance	-	3.23
Non - Ferrous Metals	-	1.46
Banks	-	10.21
Realty	-	2.11
Healthcare Services	-	1.86
Pharmaceuticals & Biotechnology	-	4.09
Automobiles	-	3.5
Aerospace & Defense	-	0.83
Auto Components	-	2.33
Chemicals & Petrochemicals	-	1.3
Capital Markets	-	1.14
Diversified FMCG	-	1.11
Electrical Equipment	-	0.98
Beverages	-	1.87
Power	-	0.52
Fertilizers & Agrochemicals	-	2.35
Oil	-	0.14
Industrial Products	-	1.32
Consumer Durables	-	2.07
Telecom - Services	-	1.86
Leisure Services	-	0.64
Cement & Cement Products	-	1.09
Industrial Manufacturing	-	0.36
Transport Services	-	1.27
Retailing	-	2.01
Household Products	-	0.71