Aditya Birla Sun Life Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹4371 Cr | ₹4014 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 31 Jan 2023 | 04 Mar 2020 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) | CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index |
Turn Over | 0.0% | 16.78% |
Expense Ratio | 1.85 | 1.87 |
Manager | Dhaval Joshi | Rahul Singh |
ISIN Code | INF209KB12R6 | INF277K012Z5 |
Exits Load | Aditya Birla Sun Life 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 | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
---|---|---|
1 Month | -0.2% | -0.84% |
6 Month | 12.71% | 12.34% |
1 Year | 6.16% | 3.63% |
3 Year | - | 14.24% |
5 Year | - | 16.16% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.34% | 2.07% |
1 Year | 10.13% | 8.47% |
3 Year | - | 13.01% |
5 Year | - | 13.53% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
---|---|---|
1 Year | 21.28% | 16.1% |
3 Year | - | 15.69% |
5 Year | - | 18.65% |
Risk Management
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 7.85% |
Sharp | - | 1.01% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
---|---|---|
Name | Dhaval Joshi | Rahul Singh |
Total AUM | ₹361932 Cr | ₹19760 Cr |
Funds Managed | 55 | 9 |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
---|---|---|
Others | 38.47 | 36.36 |
Large Cap | 42.3 | 42.96 |
Mid Cap | 13.01 | 6.89 |
Small Cap | 6.21 | 13.79 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
---|---|---|
Others | 29.34 | 34.37 |
Energy | 5.26 | 4.65 |
Technology | 7.72 | 3.54 |
Industrials | 7.66 | 7.48 |
Financial Services | 19.84 | 22.94 |
Consumer Cyclical | 6.1 | 5.27 |
Consumer Defensive | 6.75 | 0.9 |
Basic Materials | 4.2 | 5.97 |
Real Estate | 3.77 | 1.69 |
Healthcare | 4.81 | 5.7 |
Utilities | 2.09 | 2.8 |
Communication Services | 2.46 | 4.71 |
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