Tata Multi Asset Opportunities Fund vs Quant Multi Asset Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Quant Multi Asset Fund-Growth

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 Quant Multi Asset Fund-Growth
Fund Tata Multi Asset Opportunities Fund-Regular Plan-Growth Quant Multi Asset Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3051 Cr ₹2540 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Mar 2020 21 Mar 2001
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,BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over 16.78% %
Expense Ratio 1.87 1.93
Manager Rahul Singh Sanjeev Sharma
ISIN Code INF277K012Z5 INF966L01200
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Quant Multi Asset Fund-Growth
1 Month -3.41% -2.23%
6 Month 3.87% 3.42%
1 Year 20.98% 36.5%
3 Year 12.38% 19.77%
5 Year - 26.82%

SIP Return Analysis

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Quant Multi Asset Fund-Growth
6 Month - -
1 Year 14.47% 19.56%
3 Year 16.86% 24.79%
5 Year - 28.01%

Rolling Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Quant Multi Asset Fund-Growth
1 Year 18.3% 7.46%
3 Year 15.91% 7.37%
5 Year - 8.06%

Risk Management

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Quant Multi Asset Fund-Growth
Standard Deviation 7.24% 12.7%
Sharp 1.16% 1.17%
Beta 0.81% 0.88%
Alpha 3.85% 9.51%

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 Quant Multi Asset Fund-Growth
Name Rahul Singh Sanjeev Sharma
Total AUM ₹19760 Cr ₹39731 Cr
Fund Manage 9 22
Tata Multi Asset Opportunities Fund-Regular Plan-Growth Quant Multi Asset Fund-Growth

Market Cap

Scheme Name

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Quant Multi Asset Fund-Growth

Others 34.12 52.09
Large Cap 49.78 36.35
Mid Cap 6.74 8.07
Small Cap 9.33 3.5

Sector Allocation

Scheme Name

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Quant Multi Asset Fund-Growth

Others 34.23 52.09
Materials 2.55 -
Technology 3.9 -
Financial 18.38 -
Services 2.61 -
Energy 7.47 -
Automobile 2.47 -
Consumer Discretionary 0.71 -
Healthcare 4.81 -
Construction 4.66 8.89
Consumer Staples 0.91 -
Insurance 0.88 6.77
Metals & Mining 1.52 -
Sovereign 5.06 -
Communication 3.65 -
Capital Goods 3.63 -
Chemicals 1.23 -
Textiles 0.36 -
Unclassified 0.94 -
Petroleum Products - 8.93
Electrical Equipment - 8.07
Diversified FMCG - 9.17
Finance - 6.09

Top Comparisons

INVESCO INDIA BANKING AND PSU FUND - Growth Option INVESCO INDIA BANKING AND PSU FUND - Growth Option

3Y Returns4.93%

VS

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns5.62%

Compare Now

Kotak Equity Opportunities Fund - Growth Kotak Equity Opportunities Fund - Growth

3Y Returns18.03%

VS

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns23.35%

Compare Now

HDFC Gilt Fund - Growth Plan HDFC Gilt Fund - Growth Plan

3Y Returns5.41%

VS

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns5.61%

Compare Now

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns25.23%

VS

Canara Robeco Mid Cap Fund- Regular Plan- Growth Option Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully