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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) | ₹11306 Cr | ₹4479 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 | 2.22% | 1.42% |
| 6 Month | 10.3% | 9.14% |
| 1 Year | 15.85% | 13.04% |
| 3 Year | 17.51% | 15.05% |
| 5 Year | 15.16% | 16.28% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.78% | 4.15% |
| 1 Year | 20.09% | 17.87% |
| 3 Year | 17.04% | 15.12% |
| 5 Year | 15.74% | 14.53% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 8.74% | 14.47% |
| 3 Year | 8.85% | 15.51% |
| 5 Year | 9.38% | 17.45% |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 6.81% | 7.71% |
| Sharp | 1.58% | 1.02% |
| Beta | 0.76% | - |
| Alpha | 5.12% | - |
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 | 56.37 | 37.56 |
| Large Cap | 21.16 | 42.84 |
| Mid Cap | 8.29 | 6.94 |
| Small Cap | 14.19 | 12.66 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 52.11 | 34.42 |
| Energy | 4.29 | 5.04 |
| Technology | 3.97 | 4.08 |
| Consumer Defensive | 3.74 | 1.18 |
| Consumer Cyclical | 6.37 | 4.05 |
| Financial Services | 15.17 | 25.83 |
| Real Estate | 4.99 | 2.4 |
| Industrials | 2.23 | 7.6 |
| Healthcare | 0.88 | 4.71 |
| Basic Materials | 3.89 | 3.86 |
| Utilities | 1.98 | 2.33 |
| Communication Services | 0.37 | 4.49 |
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