Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Quant Multi Asset Fund vs Tata Multi Asset Opportunities Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Quant Multi Asset Allocation Fund-Growth

Invest Now

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 Quant Multi Asset Allocation Fund-Growth
Fund Tata Multi Asset Allocation Fund-Regular Plan-Growth Quant Multi Asset Allocation Fund-Growth
Investment Plan Growth Growth
Level of Risk Average High
Asset Size (Cr) ₹4278 Cr ₹3162 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Mar 2020 18 Apr 2001
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 BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00)
Turn Over 16.78% %
Expense Ratio 1.87 1.88
Manager Rahul Singh Sanjeev Sharma
ISIN Code INF277K012Z5 INF966L01200
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 Quant Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth Quant Multi Asset Allocation Fund-Growth
1 Month 2.93% 3.31%
6 Month 10.44% 13.04%
1 Year 10.55% 10.89%
3 Year 15.13% 20.86%
5 Year 17.24% 26.09%

SIP Return Analysis

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth Quant Multi Asset Allocation Fund-Growth
6 Month 5.22% 6.29%
1 Year 19.11% 22.28%
3 Year 15.25% 20.4%
5 Year 14.54% 21.12%

Rolling Lumpsum Returns

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth Quant Multi Asset Allocation Fund-Growth
1 Year 15.25% 7.44%
3 Year 15.59% 7.52%
5 Year 18.09% 8.15%

Risk Management

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth Quant Multi Asset Allocation Fund-Growth
Standard Deviation 7.71% 13.259%
Sharp 1.02% 0.856%
Beta - -
Alpha - -

Fund Managers

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth Quant Multi Asset Allocation Fund-Growth
Name Rahul Singh Sanjeev Sharma
Total AUM ₹19760 Cr ₹39731 Cr
Funds Managed 9 22
Tata Multi Asset Allocation Fund-Regular Plan-Growth Quant Multi Asset Allocation Fund-Growth

Market Cap

Scheme Name

Tata Multi Asset Allocation Fund-Regular Plan-Growth

Quant Multi Asset Allocation Fund-Growth

Others 36.65 59.3
Large Cap 43.87 33.3
Small Cap 13.05 1.45
Mid Cap 6.43 5.95

Sector Allocation

Scheme Name

Tata Multi Asset Allocation Fund-Regular Plan-Growth

Quant Multi Asset Allocation Fund-Growth

Others 34.55 54.33
Energy 4.87 -
Technology 4.1 8.61
Industrials 7.63 1.04
Financial Services 24.76 24.97
Consumer Defensive 1.21 4.75
Healthcare 4.9 -
Basic Materials 3.9 -
Consumer Cyclical 5.32 1.45
Communication Services 4.54 -
Utilities 2.36 2.59
Real Estate 1.85 2.25

Top Comparisons

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

3Y Returns15.46%

VS

Axis Retirement Fund - Dynamic Plan - Regular Growth Axis Retirement Fund - Dynamic Plan - Regular Growth

3Y Returns14.37%

Compare Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns17.62%

VS

HSBC Flexi Cap Fund - Regular Growth HSBC Flexi Cap Fund - Regular Growth

3Y Returns20.29%

Compare Now

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns12.83%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns12.21%

Compare Now

Franklin India Aggressive Hybrid Fund - Growth Plan Franklin India Aggressive Hybrid Fund - Growth Plan

3Y Returns14.71%

VS

HDFC Hybrid Equity Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

3Y Returns12.55%

Compare Now
Add to Cart Successfully