Aditya Birla Sun Life Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Fund Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2950 Cr ₹2501 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹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 S&P BSE 200 (65), CRISIL Short-Term Bond Index (25), Domestic Price of Silver (5), Domestic Price of CRISIL Short-Term Bond Index,S&P BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over 0.0% 16.78%
Expense Ratio 1.91 1.94
Manager Dhaval Joshi Rahul Singh
ISIN Code INF209KB12R6 INF277K012Z5
Exits Load Exit load of 1%, if redeemed within 365 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Month 3.25% 3.74%
6 Month 14.23% 14.48%
1 Year 25.51% 27.86%
3 Year - 16.09%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
6 Month - -
1 Year 12.36% 12.22%
3 Year 17.51% 29.21%
5 Year 17.51% 47.63%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Year 17.19% 18.42%
3 Year 19.87% 41.6%
5 Year 19.87% 51.56%

Risk Management

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Standard Deviation - 7.24%
Sharp - 1.1%
Beta - 0.77%
Alpha - 0.05%

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 Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Name Dhaval Joshi Rahul Singh
Total AUM ₹361932 Cr ₹19760 Cr
Fund Manage 55 9
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Others 34.84 34.12
Large Cap 43.67 49.78
Small Cap 10.76 9.33
Mid Cap 10.72 6.74

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Unclassified 14.27 0.94
Financial 26.39 18.38
Energy 8.06 7.47
Others 5.16 34.23
Technology 4.7 3.9
Construction 4.83 4.66
Communication 1.7 3.65
Automobile 4.69 2.47
Consumer Discretionary 2.53 0.71
Capital Goods 6.34 3.63
Consumer Staples 4.42 0.91
Healthcare 4.47 4.81
Metals & Mining 2.36 1.52
Chemicals 1.07 1.23
Services 4.76 2.61
Materials 1.86 2.55
Insurance 1.51 0.88
Sovereign 0.87 5.06
Textiles - 0.36

Top Comparisons

Franklin India Feeder - Templeton European Opportunities Fund - Growth Franklin India Feeder - Templeton European Opportunities Fund - Growth

3Y Returns3.13%

VS

Axis Global Innovation Fund of Fund - Regular Plan - Growth Axis Global Innovation Fund of Fund - Regular Plan - Growth

3Y Returns7.82%

Compare Now

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

DSP Nifty Bank Index Fund - Regular (G) DSP Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth

3Y Returns18.39%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns30.39%

Compare Now

Kotak Small Cap Fund - Growth Kotak Small Cap Fund - Growth

3Y Returns23.59%

VS

IDBI Small Cap Fund Growth Regular IDBI Small Cap Fund Growth Regular

3Y Returns29.38%

Compare Now
Request call back
Add to Cart Successfully