Nippon India Multi Asset Fund vs Tata Multi Asset Opportunities Fund compare
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Chart Comparison
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) | ₹6959 Cr | ₹4048 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 | 4.2% | 2.49% |
6 Month | 16.43% | 13.45% |
1 Year | 11% | 5.32% |
3 Year | 19.84% | 14.57% |
5 Year | 18.02% | 16.75% |
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 | 6.01% | 3.72% |
1 Year | 19.61% | 13.18% |
3 Year | 19.51% | 14.08% |
5 Year | 17.29% | 13.92% |
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 | 15.7% | 16.1% |
3 Year | 15.95% | 15.69% |
5 Year | - | 18.65% |
Risk Management
Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 8.15% | 7.86% |
Sharp | 1.26% | 0.86% |
Beta | - | - |
Alpha | - | - |
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 | 45.95 | 36.41 |
Large Cap | 34.86 | 43.79 |
Mid Cap | 12.93 | 6.05 |
Small Cap | 6.26 | 13.76 |
Sector Allocation
Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
---|---|---|
Others | 43.12 | 34.5 |
Energy | 2.55 | 4.68 |
Technology | 5.35 | 4.49 |
Industrials | 7.37 | 7.51 |
Basic Materials | 3.92 | 4.33 |
Consumer Cyclical | 7.02 | 5.85 |
Consumer Defensive | 3.32 | 0.92 |
Real Estate | 1.14 | 1.99 |
Financial Services | 17.51 | 23.08 |
Utilities | 4.36 | 2.67 |
Healthcare | 3 | 5.42 |
Communication Services | 1.36 | 4.58 |
Top Comparisons
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns21.98%
LIC Nifty Next 50 Index Fund Growth
3Y Returns15.85%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns16.42%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns5.18%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns20.05%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns15.79%
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.17%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.38%