Quant Multi Asset Fund vs Tata Multi Asset Opportunities Fund compare
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Quant Multi Asset Allocation Fund-Growth
Chart Comparison
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 |
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