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) | ₹3956 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 | 0.17% | -0.36% |
6 Month | 8.6% | 10.51% |
1 Year | 4.96% | 6.23% |
3 Year | 15.17% | 21.52% |
5 Year | 17.22% | 27.27% |
SIP Return Analysis
Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
6 Month | 5.25% | 6.51% |
1 Year | 10.91% | 12.36% |
3 Year | 14.58% | 20.11% |
5 Year | 14.51% | 21.83% |
Rolling Lumpsum Returns
Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
1 Year | 16.88% | 7.46% |
3 Year | 15.63% | 7.48% |
5 Year | 18.97% | 8.11% |
Risk Management
Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Standard Deviation | 8.17% | 13.259% |
Sharp | 1.19% | 0.856% |
Beta | - | - |
Alpha | - | - |
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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 | 36.35 | 63.3 |
Large Cap | 43.56 | 28.57 |
Small Cap | 13.5 | 1.52 |
Mid Cap | 6.6 | 6.61 |
Sector Allocation
Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Others | 34.42 | 59.53 |
Energy | 5.04 | 0.97 |
Technology | 3.68 | 6.61 |
Industrials | 7.63 | 1.12 |
Basic Materials | 5.74 | - |
Financial Services | 22.81 | 24.29 |
Consumer Defensive | 0.87 | 3.33 |
Healthcare | 5.51 | - |
Consumer Cyclical | 5.19 | 2.27 |
Communication Services | 4.05 | - |
Utilities | 3.18 | - |
Real Estate | 1.87 | 1.88 |
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