- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4277 Cr | ₹3956 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 | -0.96% | -0.55% |
| 6 Month | 6.9% | 7.1% |
| 1 Year | 7.19% | 4.98% |
| 3 Year | - | 14.84% |
| 5 Year | - | 17.08% |
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 | 4.41% | 4.71% |
| 1 Year | 9.97% | 9.14% |
| 3 Year | - | 13.58% |
| 5 Year | - | 13.86% |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 37.94 | 36.35 |
| Large Cap | 42.49 | 43.56 |
| Mid Cap | 13 | 6.6 |
| Small Cap | 6.57 | 13.5 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 30.22 | 34.42 |
| Energy | 5.99 | 5.04 |
| Technology | 7.59 | 3.68 |
| Industrials | 7.82 | 7.63 |
| Financial Services | 18.71 | 22.81 |
| Consumer Cyclical | 6.35 | 5.19 |
| Consumer Defensive | 6.05 | 0.87 |
| Basic Materials | 4.23 | 5.74 |
| Real Estate | 3.87 | 1.87 |
| Healthcare | 4.43 | 5.51 |
| Utilities | 2.1 | 3.18 |
| Communication Services | 2.64 | 4.05 |
Top Comparisons
Aditya Birla Sun Life Consumption Fund-Growth Option
3Y Returns15.37%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns18.56%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns16.4%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns9.53%
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
3Y Returns18.58%
HDFC Multi-Asset Active FOF - Growth
3Y Returns15.99%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns18.59%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns23.98%
