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

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tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7141 Cr ₹3487 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 1.44 1.87
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

Trailing Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Month 3.52% 4.83%
6 Month -3.05% -5.35%
1 Year 10.47% 5.67%
3 Year 13.76% 11.59%
5 Year 16.15% 19.78%

SIP Return Analysis

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
6 Month -0.31% -1.04%
1 Year 1.18% -1.21%
3 Year 14.42% 12.67%
5 Year 13.82% 14%

Rolling Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Year 8.69% 18.05%
3 Year 8.58% 15.76%
5 Year 9.29% -

Risk Management

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Standard Deviation 7.531% 7.805%
Sharp 0.827% 0.735%
Beta - -
Alpha - -

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Fund Managers

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
Funds Managed 43 9
SBI Multi Asset Allocation Fund - Regular Plan - Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Market Cap

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Others 66.25 33.43
Large Cap 18.14 46.74
Small Cap 12.18 11.93
Mid Cap 3.43 7.9

Sector Allocation

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Others 66.25 32.93
Energy 2.19 4.78
Technology 6.28 4.28
Consumer Defensive 2.57 1.06
Financial Services 9.69 20.08
Industrials 2.53 9.08
Consumer Cyclical 4.98 5.87
Healthcare 0.9 6.07
Basic Materials 1.91 5.53
Utilities 1.5 3.4
Communication Services 0.49 4.57
Real Estate 0.71 2.37

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