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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) | ₹9440 Cr | ₹4014 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 | -1.73% | -0.59% |
| 6 Month | 8.98% | 10.49% |
| 1 Year | 8.03% | 5.63% |
| 3 Year | 15.55% | 14.09% |
| 5 Year | 13.8% | 16.6% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.16% | 3.34% |
| 1 Year | 9.89% | 8.85% |
| 3 Year | 14.83% | 13.26% |
| 5 Year | 14.18% | 13.61% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.73% | 16.1% |
| 3 Year | 8.71% | 15.69% |
| 5 Year | 9.35% | 18.65% |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 6.66% | 7.85% |
| Sharp | 1.37% | 1.01% |
| Beta | - | - |
| Alpha | - | - |
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 | 55.3 | 36.36 |
| Large Cap | 21.1 | 42.96 |
| Mid Cap | 8.78 | 6.89 |
| Small Cap | 14.83 | 13.79 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 50.69 | 34.37 |
| Energy | 4.1 | 4.65 |
| Technology | 4.59 | 3.54 |
| Consumer Defensive | 4.05 | 0.9 |
| Consumer Cyclical | 7.15 | 5.27 |
| Financial Services | 14.34 | 22.94 |
| Real Estate | 5.3 | 1.69 |
| Industrials | 2.4 | 7.48 |
| Healthcare | 1.12 | 5.7 |
| Basic Materials | 4.15 | 5.97 |
| Utilities | 1.72 | 2.8 |
| Communication Services | 0.4 | 4.71 |
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