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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) | ₹5213 Cr | ₹4617 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 | 2.57% | 1.37% |
| 6 Month | 11.03% | 8.82% |
| 1 Year | 16.42% | 12.67% |
| 3 Year | - | 15.1% |
| 5 Year | - | 15.26% |
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 | 6.1% | 4.85% |
| 1 Year | 24.94% | 20.95% |
| 3 Year | - | 15.58% |
| 5 Year | - | 14.62% |
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 | 20.47% | 14.3% |
| 3 Year | - | 15.48% |
| 5 Year | - | 17.33% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 7.69% |
| Sharp | - | 1.00% |
| 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 | 41.45 | 39.56 |
| Large Cap | 42.02 | 41.77 |
| Mid Cap | 11.86 | 7.07 |
| Small Cap | 4.67 | 11.59 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 31.79 | 34.93 |
| Energy | 5.56 | 5.12 |
| Technology | 7.01 | 4.05 |
| Consumer Cyclical | 6.46 | 3.9 |
| Industrials | 6.57 | 7.33 |
| Financial Services | 20.52 | 26.32 |
| Consumer Defensive | 5.78 | 1.85 |
| Basic Materials | 3.76 | 3.78 |
| Real Estate | 3.71 | 1.62 |
| Healthcare | 4.03 | 4.6 |
| Utilities | 1.78 | 2.18 |
| Communication Services | 3.02 | 4.33 |
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