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

SBI Multi Asset Allocation Fund - Regular Plan - Growth

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Tata Multi Asset Opportunities Fund-Regular Plan-Growth

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Overview

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Fund	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6591 Cr	₹3410 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	21 Dec 2005	04 Mar 2020
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold	CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over	252%	16.78%
Expense Ratio	1.46	1.88
Manager	Pradeep Kesavan	Rahul Singh
ISIN Code	INF200K01800	INF277K012Z5
Exits Load	SBI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Multi Asset Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Month	0.86%	1.16%
6 Month	1.89%	2.02%
1 Year	14.02%	15.43%
3 Year	14.05%	13.52%
5 Year	14.11%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
6 Month	-	-
1 Year	8.29%	9.27%
3 Year	16.55%	15.87%
5 Year	15.16%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Year	8.63%	18.3%
3 Year	8.54%	15.91%
5 Year	9.26%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Standard Deviation	6.81%	7.24%
Sharp	1.21%	1.16%
Beta	0.63%	0.81%
Alpha	4.59%	3.85%

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Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Name	Pradeep Kesavan	Rahul Singh
Total AUM	₹434274 Cr	₹19760 Cr
Fund Manage	43	9
	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Others	60.91	34.12
Large Cap	14.35	49.78
Small Cap	14.53	9.33
Mid Cap	10.21	6.74

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Others	60.91	34.23
Petroleum Products	0.85	-
IT - Software	3.64	-
Capital Markets	1.31	-
Banks	7.02	-
Realty	2.67	-
Consumer Durables	2.37	-
Pharmaceuticals & Biotechnology	0.76	-
Leisure Services	1.39	-
Insurance	1.84	0.88
Transport Infrastructure	0.49	-
Ferrous Metals	0.99	-
Cement & Cement Products	1.02	-
Finance	0.96	-
Gas	1.32	-
IT - Services	1.09	-
Entertainment	0.18	-
Oil	1.01	-
Food Products	0.61	-
Construction	1.59	4.66
Auto Components	1.39	-
Transport Services	1.58	-
Retailing	1.46	-
Telecom - Services	0.39	-
Power	0.86	-
Personal Products	1.07	-
Fertilizers & Agrochemicals	0.26	-
Beverages	0.39	-
Textiles & Apparels	0.58	-
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
Consumer Staples	-	0.91
Metals & Mining	-	1.52
Sovereign	-	5.06
Communication	-	3.65
Capital Goods	-	3.63
Chemicals	-	1.23
Textiles	-	0.36
Unclassified	-	0.94