Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

Chart Comparison

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) ₹9601 Cr ₹4617 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

Trailing Lumpsum Returns

Scheme Name Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Month 1.32% 1.68%
6 Month 10.13% 8.6%
1 Year 19.47% 14.76%
3 Year 20.79% 15.89%
5 Year 16.68% 15.28%

SIP Return Analysis

Scheme Name Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Tata Multi Asset Allocation Fund-Regular Plan-Growth
6 Month 6.46% 6.14%
1 Year 26.41% 22.72%
3 Year 20.78% 16.22%
5 Year 18.45% 15.13%

Rolling Lumpsum Returns

Scheme Name Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Year 14.99% 14.3%
3 Year 16.33% 15.48%
5 Year 17.86% 17.33%

Risk Management

Scheme Name Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option Tata Multi Asset Allocation Fund-Regular Plan-Growth
Standard Deviation 8.39% 7.24%
Sharp 1.65% 1.12%
Beta 0.9% 0.9%
Alpha 6.17% 2.2%

Fund Managers

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

Market Cap

Scheme Name

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

Tata Multi Asset Allocation Fund-Regular Plan-Growth

Others 47.35 39.56
Large Cap 35.86 41.77
Mid Cap 11.28 7.07
Small Cap 5.51 11.59

Sector Allocation

Scheme Name

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

Tata Multi Asset Allocation Fund-Regular Plan-Growth

Others 44.39 34.93
Energy 2.67 5.12
Technology 5.94 4.05
Industrials 6.3 7.33
Basic Materials 3.5 3.78
Consumer Cyclical 8.46 3.9
Consumer Defensive 3 1.85
Real Estate 0.91 1.62
Financial Services 17.6 26.32
Utilities 3.19 2.18
Healthcare 2.65 4.6
Communication Services 1.37 4.33

Top Comparisons

HDFC NIFTY200 Momentum 30 Index Fund - Regular (G) HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)

3Y Returns0%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.84%

Compare Now

HDFC Floating Rate Debt Fund - Growth Option HDFC Floating Rate Debt Fund - Growth Option

3Y Returns7.92%

VS

UTI - Floater Fund - Regular Plan  - Growth Option UTI - Floater Fund - Regular Plan - Growth Option

3Y Returns6.95%

Compare Now

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns7.06%

VS

Axis Dynamic Bond Fund - Regular Plan - Growth Option Axis Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns7.39%

Compare Now

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns18.08%

VS

Axis Nifty 100 Index Fund - Regular Plan - Growth Option Axis Nifty 100 Index Fund - Regular Plan - Growth Option

3Y Returns13.62%

Compare Now
Add to Cart Successfully