Edelweiss Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
| 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) | ₹3410 Cr | ₹1350 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,BSE 200 TRI,MCX I-COMDEX Composite Index | CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
| Turn Over | 16.78% | % |
| Expense Ratio | 1.88 | 0.71 |
| Manager | Rahul Singh | Dhawal Dalal |
| ISIN Code | INF277K012Z5 | INF754K01RO7 |
| 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 | Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Month | 0.89% | 0.68% |
| 6 Month | 5.5% | 4.02% |
| 1 Year | 19.58% | 7.97% |
| 3 Year | 13.65% | - |
| 5 Year | - | - |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.07% | 8.08% |
| 3 Year | 17.28% | - |
| 5 Year | - | - |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Year | 18.3% | 7.79% |
| 3 Year | 15.91% | - |
| 5 Year | - | - |
| Scheme Name | Tata Multi Asset Opportunities Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 7.24% | - |
| Sharp | 1.16% | - |
| Beta | 0.81% | - |
| Alpha | 3.85% | - |
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| 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) |
| 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 |
| Scheme Name |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 34.23 | 62.25 |
| Materials | 2.55 | -0.01 |
| Technology | 3.9 | -1.3877787807814E-17 |
| Financial | 18.38 | 22.52 |
| Services | 2.61 | 4.4408920985006E-16 |
| Energy | 7.47 | -0.05 |
| Automobile | 2.47 | -0.01 |
| Consumer Discretionary | 0.71 | -0.01 |
| Healthcare | 4.81 | 1.3877787807814E-16 |
| Construction | 4.66 | -0.01 |
| Consumer Staples | 0.91 | 0 |
| Insurance | 0.88 | - |
| Metals & Mining | 1.52 | 0 |
| Sovereign | 5.06 | 15.39 |
| Communication | 3.65 | -0.04 |
| Capital Goods | 3.63 | -0.04 |
| Chemicals | 1.23 | - |
| Textiles | 0.36 | - |
| Unclassified | 0.94 | - |
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