Tata Multi Asset Opportunities Fund vs Mirae Asset Multi Asset Allocation Fund compare
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Mirae Asset Multi Asset Allocation Fund-Reg (G)
Chart Comparison
Overview
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Fund | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3487 Cr | ₹1800 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 04 Mar 2020 | 31 Jan 2024 |
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 | 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri |
Turn Over | 16.78% | % |
Expense Ratio | 1.87 | 2.01 |
Manager | Rahul Singh | Harshad Borawake |
ISIN Code | INF277K012Z5 | INF769K01KW3 |
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 | Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
1 Month | 4.83% | 5% |
6 Month | -5.35% | -1.68% |
1 Year | 5.67% | 10.47% |
3 Year | 11.59% | - |
5 Year | 19.78% | - |
SIP Return Analysis
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
6 Month | -1.04% | 1.35% |
1 Year | -1.21% | 5.06% |
3 Year | 12.67% | - |
5 Year | 14% | - |
Rolling Lumpsum Returns
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
1 Year | 18.05% | 12.1% |
3 Year | 15.76% | - |
5 Year | - | - |
Risk Management
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Mirae Asset 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 | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Name | Rahul Singh | Harshad Borawake |
Total AUM | ₹19760 Cr | ₹0 Cr |
Funds Managed | 9 | 3 |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Market Cap
Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 33.43 | 32.51 |
Large Cap | 46.74 | 51.35 |
Small Cap | 11.93 | 9.32 |
Mid Cap | 7.9 | 6.83 |
Sector Allocation
Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 32.93 | 29.93 |
Energy | 4.78 | 3.88 |
Technology | 4.28 | 7.02 |
Healthcare | 6.07 | 4.6 |
Industrials | 9.08 | 7.23 |
Basic Materials | 5.53 | 5.88 |
Financial Services | 20.08 | 21.65 |
Consumer Defensive | 1.06 | 3.44 |
Consumer Cyclical | 5.87 | 7.82 |
Communication Services | 4.57 | 3.51 |
Utilities | 3.4 | 3.11 |
Real Estate | 2.37 | 1.93 |
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