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

Link copied to clipboard!

tortoise-icon Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Invest Now

tortoise-icon Edelweiss Multi Asset Allocation Fund - Reg (G)

Invest Now

Chart Comparison

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

Overview

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
Fund Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Low to Moderate
Asset Size (Cr) ₹3051 Cr ₹0 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 04 Mar 2020 23 Jun 2023
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 5yr Benchmark G-Sec Index (50), NIFTY 500 TRI (40), Domestic Price of Gold (5), Domestic Price
Turn Over 16.78% %
Expense Ratio 1.87 0.71
Manager Rahul Singh Dhawal Dalal
ISIN Code INF277K012Z5 INF754K01RO7
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 0.1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month -3.7% 0.57%
6 Month 3.56% 4.48%
1 Year 20.62% 8.04%
3 Year 12.25% -
5 Year - -

SIP Return Analysis

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month - -
1 Year 14.47% 8.04%
3 Year 16.86% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year 18.3% 7.79%
3 Year 15.91% -
5 Year - -

Risk Management

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation 7.24% -
Sharp 1.16% -
Beta 0.81% -
Alpha 3.85% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
Name Rahul Singh Dhawal Dalal
Total AUM ₹19760 Cr ₹25974 Cr
Fund Manage 9 12
Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)

Market Cap

Scheme Name

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 34.12 59.9
Large Cap 49.78 29.81
Mid Cap 6.74 8.93
Small Cap 9.33 1.35

Sector Allocation

Scheme Name

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 34.23 62.25
Materials 2.55 -0.01
Technology 3.9 -1.3877787807814E-17
Financial 18.38 22.52
Services 2.61 4.4408920985006E-16
Energy 7.47 -0.05
Automobile 2.47 -0.01
Consumer Discretionary 0.71 -0.01
Healthcare 4.81 1.3877787807814E-16
Construction 4.66 -0.01
Consumer Staples 0.91 0
Insurance 0.88 -
Metals & Mining 1.52 0
Sovereign 5.06 15.39
Communication 3.65 -0.04
Capital Goods 3.63 -0.04
Chemicals 1.23 -
Textiles 0.36 -
Unclassified 0.94 -

Top Comparisons

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns6%

VS

Mirae Asset Money Market Fund Regular Growth Mirae Asset Money Market Fund Regular Growth

3Y Returns6.06%

Compare Now

ICICI Prudential ESG Exclusionary Strategy Fund - Growth ICICI Prudential ESG Exclusionary Strategy Fund - Growth

3Y Returns14.82%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns23.88%

Compare Now

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns5.83%

VS

LIC MF Overnight Fund Regular - Growth LIC MF Overnight Fund Regular - Growth

3Y Returns5.77%

Compare Now

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns19.38%

VS

UTI Nifty 50 Index Fund - Regular Plan - Growth Option UTI Nifty 50 Index Fund - Regular Plan - Growth Option

3Y Returns10.41%

Compare Now
Request call back
Add to Cart Successfully