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) | ₹4617 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 | 1.37% | 1.53% |
| 6 Month | 8.82% | 10.96% |
| 1 Year | 12.67% | 13.8% |
| 3 Year | 15.1% | 19.98% |
| 5 Year | 15.26% | 25.09% |
SIP Return Analysis
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 6 Month | 4.21% | 5.43% |
| 1 Year | 18.98% | 22.78% |
| 3 Year | 15.4% | 20.52% |
| 5 Year | 14.69% | 20.93% |
Rolling Lumpsum Returns
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Year | 14.3% | 7.46% |
| 3 Year | 15.48% | 7.55% |
| 5 Year | 17.33% | 8.18% |
Risk Management
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Standard Deviation | 7.69% | 13.259% |
| Sharp | 1.00% | 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 | 39.56 | 65.31 |
| Large Cap | 41.77 | 26.31 |
| Small Cap | 11.59 | 3.19 |
| Mid Cap | 7.07 | 5.19 |
Sector Allocation
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 34.93 | 60.4 |
| Energy | 5.12 | - |
| Technology | 4.05 | 9.86 |
| Industrials | 7.33 | 0.92 |
| Financial Services | 26.32 | 20.21 |
| Consumer Defensive | 1.85 | 2.76 |
| Healthcare | 4.6 | - |
| Basic Materials | 3.78 | - |
| Real Estate | 1.62 | 2.1 |
| Consumer Cyclical | 3.9 | 1.38 |
| Communication Services | 4.33 | - |
| Utilities | 2.18 | 2.37 |
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