Tata Multi Asset Opportunities Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Chart Comparison
| 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 | High | Very High |
| Asset Size (Cr) | ₹5302 Cr | ₹3051 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 | 1.49 | 1.87 |
| Manager | Pradeep Kesavan | Rahul Singh |
| ISIN Code | INF200K01800 | INF277K012Z5 |
| Exits Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months/365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.87% | 0.65% |
| 6 Month | 12.64% | 10.97% |
| 1 Year | 26.82% | 27.07% |
| 3 Year | 15.6% | 15.24% |
| 5 Year | 15.04% | - |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.3% | 12.22% |
| 3 Year | 31.24% | 29.21% |
| 5 Year | 50.02% | 47.63% |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.44% | 18.42% |
| 3 Year | 37.74% | 41.6% |
| 5 Year | 52.8% | 51.56% |
| 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 | 62.93 | 34.12 |
| Large Cap | 15.06 | 49.78 |
| Mid Cap | 8.5 | 6.74 |
| Small Cap | 13.51 | 9.33 |
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 13.75 | 34.23 |
| Sovereign | 8.41 | 5.06 |
| Technology | 2.82 | 3.9 |
| Materials | 1.41 | 2.55 |
| Financial | 22.7 | 18.38 |
| Services | 5.92 | 2.61 |
| Construction | 7.15 | 4.66 |
| Healthcare | 2.6 | 4.81 |
| Capital Goods | 1.5 | 3.63 |
| Consumer Discretionary | 1.63 | 0.71 |
| Insurance | 2.14 | 0.88 |
| Consumer Staples | 3.59 | 0.91 |
| Metals & Mining | 3.08 | 1.52 |
| Energy | 4.03 | 7.47 |
| Communication | 2.76 | 3.65 |
| Chemicals | 0.26 | 1.23 |
| Unclassified | 16.25 | 0.94 |
| Automobile | - | 2.47 |
| Textiles | - | 0.36 |
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