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

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

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

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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) ₹3487 Cr ₹1479 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 CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)
Turn Over 16.78% %
Expense Ratio 1.87 0.72
Manager Rahul Singh Dhawal Dalal
ISIN Code INF277K012Z5 INF754K01RO7
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 Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month 5.6% 1.55%
6 Month -1.65% 4.46%
1 Year 7.99% 8.89%
3 Year 12.42% -
5 Year 18.65% -

SIP Return Analysis

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month 2.29% 2.68%
1 Year 2.8% 9.41%
3 Year 13.57% -
5 Year 14.29% -

Rolling Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year 18.05% 7.88%
3 Year 15.76% -
5 Year - -

Risk Management

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation 7.805% -
Sharp 0.735% -
Beta - -
Alpha - -

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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
Funds Managed 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 33.43 71.58
Large Cap 46.74 21.12
Small Cap 11.93 0.4
Mid Cap 7.9 6.91

Sector Allocation

Scheme Name

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 32.93 71.04
Energy 4.78 5.91
Technology 4.28 1.65
Healthcare 6.07 0.79
Industrials 9.08 2.08
Basic Materials 5.53 2.56
Financial Services 20.08 9.73
Consumer Defensive 1.06 0.19
Consumer Cyclical 5.87 2.25
Communication Services 4.57 3.58
Utilities 3.4 0.04
Real Estate 2.37 0.18

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