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

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Tata Multi Asset Opportunities Fund-Regular Plan-Growth

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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 Risk	Low to Moderate Risk
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

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month	-2.2%	0.74%
6 Month	-5.15%	3.77%
1 Year	5.52%	7.98%
3 Year	11.63%	-
5 Year	-	-

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month	-	-
1 Year	-2.79%	7.97%
3 Year	11.56%	-
5 Year	-	-

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	-	-

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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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)

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

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	-