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

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tortoise-icon Tata Multi Asset Allocation 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 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) ₹4014 Cr ₹2143 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 -0.47% 0.19%
6 Month 11.09% 3.89%
1 Year 5.37% 7.8%
3 Year 14.49% -
5 Year 16.66% -

SIP Return Analysis

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month 3.34% 1.58%
1 Year 8.85% 7.68%
3 Year 13.26% -
5 Year 13.61% -

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 36.36 74.34
Large Cap 42.96 20.97
Small Cap 13.79 0.1
Mid Cap 6.89 4.59

Sector Allocation

Scheme Name

Tata Multi Asset Allocation Fund-Regular Plan-Growth

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 34.37 73.79
Energy 4.65 4.05
Technology 3.54 0.92
Industrials 7.48 2.58
Financial Services 22.94 7.98
Consumer Defensive 0.9 0.49
Basic Materials 5.97 2.2
Healthcare 5.7 0.66
Consumer Cyclical 5.27 2.97
Communication Services 4.71 4.22
Utilities 2.8 0.13
Real Estate 1.69 -

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