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

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Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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Tata Multi Asset Allocation 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	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)	₹4974 Cr	₹4479 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

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Month	2.76%	1.77%
6 Month	9.82%	8.36%
1 Year	14%	10.84%
3 Year	-	14.68%
5 Year	-	15.67%

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth
6 Month	6.24%	5.17%
1 Year	23.93%	20.71%
3 Year	-	15.43%
5 Year	-	14.58%

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Year	20.47%	14.41%
3 Year	-	15.49%
5 Year	-	17.4%

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	-	-

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

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Others	39.67	37.56
Large Cap	42.62	42.84
Mid Cap	12.38	6.94
Small Cap	5.33	12.66

Scheme Name	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Others	30	34.42
Energy	5.73	5.04
Technology	7.54	4.08
Consumer Cyclical	6.53	4.05
Industrials	7.47	7.6
Financial Services	19.56	25.83
Consumer Defensive	5.95	1.18
Basic Materials	4.17	3.86
Real Estate	4.02	2.4
Healthcare	4.02	4.71
Utilities	1.92	2.33
Communication Services	3.1	4.49