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DSP Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare
Tata Multi Asset Allocation Fund-Regular Plan-Growth
DSP Multi Asset Allocation Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Fund | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4617 Cr | ₹5587 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Mar 2020 | 27 Sep 2023 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index | NIFTY 500 TRI(40.00), MSCI World(20.00), NIFTY Composite Debt Index(20.00), Domestic Price of Gold(15.00), MCX I-COMDEX Composite Index(5.00) |
| Turn Over | 16.78% | % |
| Expense Ratio | 1.87 | 1.64 |
| Manager | Rahul Singh | Jay Kothari |
| ISIN Code | INF277K012Z5 | INF740KA1TB5 |
| Exits Load | Tata Multi Asset Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Month | 2.02% | 3.14% |
| 6 Month | 8.71% | 13.48% |
| 1 Year | 14.65% | 22.74% |
| 3 Year | 16.08% | - |
| 5 Year | 15.55% | - |
SIP Return Analysis
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 6 Month | 6.14% | 7.87% |
| 1 Year | 22.72% | 29.16% |
| 3 Year | 16.22% | - |
| 5 Year | 15.13% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Year | 14.3% | 14.15% |
| 3 Year | 15.48% | - |
| 5 Year | 17.33% | - |
Risk Management
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 7.69% | - |
| Sharp | 1.00% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Name | Rahul Singh | Jay Kothari |
| Total AUM | ₹19760 Cr | ₹0 Cr |
| Funds Managed | 9 | 20 |
| Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
Market Cap
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 39.56 | 61.94 |
| Large Cap | 41.77 | 27.59 |
| Small Cap | 11.59 | 4.46 |
| Mid Cap | 7.07 | 6.01 |
Sector Allocation
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 34.93 | 44.84 |
| Energy | 5.12 | 2.22 |
| Technology | 4.05 | 8.7 |
| Industrials | 7.33 | 1.79 |
| Financial Services | 26.32 | 13.49 |
| Consumer Defensive | 1.85 | 2.18 |
| Healthcare | 4.6 | 2.56 |
| Basic Materials | 3.78 | 3.65 |
| Real Estate | 1.62 | 5.62 |
| Consumer Cyclical | 3.9 | 7.26 |
| Communication Services | 4.33 | 5.26 |
| Utilities | 2.18 | 2.44 |
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