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 Risk | Very High Risk |
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 | -2.2% | -0.42% |
6 Month | -5.15% | -1.35% |
1 Year | 5.52% | 9.36% |
3 Year | 11.63% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
6 Month | - | - |
1 Year | -2.79% | - |
3 Year | 11.56% | - |
5 Year | - | - |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Fund Manage | 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 | 34.12 | 35.07 |
Large Cap | 49.78 | 50.18 |
Mid Cap | 6.74 | 8.25 |
Small Cap | 9.33 | 6.56 |
Sector Allocation
Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 34.23 | 19.97 |
Materials | 2.55 | 2.34 |
Technology | 3.9 | 3.74 |
Financial | 18.38 | 27.09 |
Services | 2.61 | 2.85 |
Energy | 7.47 | 4.61 |
Automobile | 2.47 | 3.35 |
Consumer Discretionary | 0.71 | 0.6 |
Healthcare | 4.81 | 2.84 |
Construction | 4.66 | 3.39 |
Consumer Staples | 0.91 | 3.26 |
Insurance | 0.88 | 0.9 |
Metals & Mining | 1.52 | 1.06 |
Sovereign | 5.06 | 5.52 |
Communication | 3.65 | 1.52 |
Capital Goods | 3.63 | 2.35 |
Chemicals | 1.23 | 0.19 |
Textiles | 0.36 | - |
Unclassified | 0.94 | 14.36 |
Diversified | - | 0.12 |
Top Comparisons
ICICI Prudential Technology Fund - Growth
3Y Returns9.63%
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan
3Y Returns9.43%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns5.3%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns4.85%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.38%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.33%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns6.44%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.34%