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SBI Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹13033 Cr | ₹4805 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Dec 2005 | 04 Mar 2020 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold | CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index |
| Turn Over | 252% | 16.78% |
| Expense Ratio | 1.44 | 1.87 |
| Manager | Pradeep Kesavan | Rahul Singh |
| ISIN Code | INF200K01800 | INF277K012Z5 |
| Exits Load | SBI Multi Asset Allocation Fund - Regular Plan - 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 | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.22% | -0.25% |
| 6 Month | 9.8% | 6.85% |
| 1 Year | 20.59% | 16.73% |
| 3 Year | 18.46% | 15.56% |
| 5 Year | 14.81% | 14.68% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 6.6% | 3.95% |
| 1 Year | 24.96% | 18.5% |
| 3 Year | 18.29% | 14.96% |
| 5 Year | 16.63% | 14.38% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.78% | 14.39% |
| 3 Year | 8.94% | 15.5% |
| 5 Year | 9.4% | 17.19% |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 6.81% | 7.24% |
| Sharp | 1.73% | 1.24% |
| Beta | 0.76% | 0.91% |
| Alpha | 5.63% | 2.29% |
Fund Managers
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Rahul Singh |
| Total AUM | ₹434274 Cr | ₹19760 Cr |
| Funds Managed | 43 | 9 |
| SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 61.03 | 38.84 |
| Large Cap | 18.41 | 42.56 |
| Mid Cap | 8.02 | 7.52 |
| Small Cap | 12.54 | 11.08 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 54.92 | 34.44 |
| Energy | 3.81 | 4.98 |
| Technology | 3.61 | 3.85 |
| Consumer Defensive | 3.18 | 1.8 |
| Consumer Cyclical | 5.57 | 4.6 |
| Financial Services | 13.68 | 25.27 |
| Real Estate | 6.21 | 1.52 |
| Industrials | 2.21 | 7 |
| Healthcare | 1.08 | 4.59 |
| Basic Materials | 3.79 | 5.87 |
| Utilities | 1.61 | 2.1 |
| Communication Services | 0.32 | 3.99 |
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