Nippon India Multi Asset Fund vs Tata Multi Asset Opportunities Fund compare

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Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

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Tata Multi Asset Allocation Fund-Regular Plan-Growth

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

Overview

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Fund	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹7759 Cr	₹4278 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	27 Aug 2020	04 Mar 2020
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI	CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over	66%	16.78%
Expense Ratio	1.49	1.87
Manager	Ashutosh Bhargava	Rahul Singh
ISIN Code	INF204KB16V0	INF277K012Z5
Exits Load	Nippon India Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Multi Asset Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Month	0.98%	1.48%
6 Month	14.16%	10.66%
1 Year	15.54%	10.1%
3 Year	19.99%	14.98%
5 Year	17.56%	16.48%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
6 Month	5.07%	4.14%
1 Year	22.71%	17.76%
3 Year	19.69%	14.71%
5 Year	17.54%	14.17%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Year	14.77%	14.63%
3 Year	16.2%	15.54%
5 Year	18.22%	17.62%

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Standard Deviation	7.68%	7.71%
Sharp	1.61%	1.02%
Beta	-	-
Alpha	-	-

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Name	Ashutosh Bhargava	Rahul Singh
Total AUM	₹121448 Cr	₹19760 Cr
Funds Managed	12	9
	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Others	47.16	36.65
Large Cap	34.99	43.87
Mid Cap	12.47	6.43
Small Cap	5.38	13.05

Scheme Name	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Others	44.68	34.55
Energy	2.36	4.87
Technology	5.52	4.1
Industrials	5.99	7.63
Basic Materials	4	3.9
Consumer Cyclical	7.74	5.32
Consumer Defensive	3.34	1.21
Real Estate	1.01	1.85
Financial Services	17.36	24.76
Utilities	4.03	2.36
Healthcare	2.76	4.9
Communication Services	1.21	4.54