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Edelweiss Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
Overview
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Fund | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Low to Moderate |
| Asset Size (Cr) | ₹3956 Cr | ₹1879 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 | 1.87 | 0.72 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Month | -1.03% | 0.32% |
| 6 Month | 6.74% | 4.11% |
| 1 Year | 5.95% | 8.13% |
| 3 Year | 14.61% | - |
| 5 Year | 16.72% | - |
SIP Return Analysis
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 6 Month | 4.71% | 1.85% |
| 1 Year | 9.14% | 8.1% |
| 3 Year | 13.58% | - |
| 5 Year | 13.86% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Year | 16.1% | 8.07% |
| 3 Year | 15.69% | - |
| 5 Year | 18.65% | - |
Risk Management
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 7.85% | - |
| Sharp | 1.01% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Name | Rahul Singh | Dhawal Dalal |
| Total AUM | ₹19760 Cr | ₹25974 Cr |
| Funds Managed | 9 | 12 |
| Tata Multi Asset Allocation Fund-Regular Plan-Growth | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Market Cap
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 36.35 | 72.1 |
| Large Cap | 43.56 | 22.11 |
| Small Cap | 13.5 | 0.47 |
| Mid Cap | 6.6 | 5.32 |
Sector Allocation
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 34.42 | 71.41 |
| Energy | 5.04 | 5.17 |
| Technology | 3.68 | 0.75 |
| Industrials | 7.63 | 2.83 |
| Basic Materials | 5.74 | 2.89 |
| Financial Services | 22.81 | 8.65 |
| Consumer Defensive | 0.87 | 0.57 |
| Healthcare | 5.51 | 0.92 |
| Consumer Cyclical | 5.19 | 2.78 |
| Communication Services | 4.05 | 3.98 |
| Utilities | 3.18 | 0.04 |
| Real Estate | 1.87 | - |
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