Edelweiss Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare

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

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tortoise-icon Edelweiss Multi Asset Allocation Fund - Reg (G)

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Chart Comparison

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

Overview

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
Fund Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Low to Moderate
Asset Size (Cr) ₹2501 Cr ₹612 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 04 Mar 2020 23 Jun 2023
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Short-Term Bond Index,S&P BSE 200 TRI,MCX I-COMDEX Composite Index Nifty 5yr Benchmark G-Sec Index (50), NIFTY 500 TRI (40), Domestic Price of Gold (5), Domestic Price
Turn Over 16.78% %
Expense Ratio 1.94 0.7
Manager Rahul Singh Dhawal Dalal
ISIN Code INF277K012Z5 INF754K01RO7
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 0.1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month 3.46% 0.74%
6 Month 14.16% 3.85%
1 Year 28.1% 7.47%
3 Year 16.18% -
5 Year - -

SIP Return Analysis

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month - -
1 Year 12.22% 3.47%
3 Year 29.21% 3.75%
5 Year 47.63% 3.75%

Rolling Lumpsum Returns

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year 18.42% 3.81%
3 Year 41.6% 3.81%
5 Year 51.56% 3.81%

Risk Management

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation 7.24% -
Sharp 1.1% -
Beta 0.77% -
Alpha 0.05% -

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Fund Managers

Scheme Name Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
Name Rahul Singh Dhawal Dalal
Total AUM ₹19760 Cr ₹25974 Cr
Fund Manage 9 12
Tata Multi Asset Opportunities Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)

Market Cap

Scheme Name

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 34.12 59.9
Large Cap 49.78 29.81
Mid Cap 6.74 8.93
Small Cap 9.33 1.35

Sector Allocation

Scheme Name

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 34.23 62.25
Financial 18.38 22.52
Energy 7.47 -0.05
Construction 4.66 -0.0099999999999999
Communication 3.65 -0.04
Technology 3.9 1.3877787807814E-17
Sovereign 5.06 15.39
Metals & Mining 1.52 0
Capital Goods 3.63 -0.04
Services 2.61 4.4408920985006E-16
Automobile 2.47 -0.01
Materials 2.55 -0.01
Unclassified 0.94 -
Healthcare 4.81 0
Consumer Discretionary 0.71 -0.01
Chemicals 1.23 -
Consumer Staples 0.91 0
Insurance 0.88 -
Textiles 0.36 -

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