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Tata Multi Asset Opportunities Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3710 Cr | ₹3487 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 31 Jan 2023 | 04 Mar 2020 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) | CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index |
| Turn Over | 0.0% | 16.78% |
| Expense Ratio | 1.85 | 1.87 |
| Manager | Dhaval Joshi | Rahul Singh |
| ISIN Code | INF209KB12R6 | INF277K012Z5 |
| Exits Load | Aditya Birla Sun Life 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 | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 5.37% | 4.72% |
| 6 Month | 6.01% | 3.32% |
| 1 Year | 14.71% | 9.29% |
| 3 Year | - | 15.64% |
| 5 Year | - | 18.8% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.99% | 2.39% |
| 1 Year | 5.78% | 2.52% |
| 3 Year | - | 12.81% |
| 5 Year | - | 13.64% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 23.69% | 18.05% |
| 3 Year | - | 15.76% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 7.805% |
| Sharp | - | 0.735% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhaval Joshi | Rahul Singh |
| Total AUM | ₹361932 Cr | ₹19760 Cr |
| Funds Managed | 55 | 9 |
| Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 35.73 | 33.43 |
| Large Cap | 42.47 | 46.74 |
| Mid Cap | 13.5 | 7.9 |
| Small Cap | 8.29 | 11.93 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 31.66 | 32.93 |
| Energy | 5.67 | 4.78 |
| Technology | 7.27 | 4.28 |
| Industrials | 7.39 | 9.08 |
| Financial Services | 17.46 | 20.08 |
| Consumer Cyclical | 8.83 | 5.87 |
| Consumer Defensive | 5.21 | 1.06 |
| Basic Materials | 2.63 | 5.53 |
| Healthcare | 5.95 | 6.07 |
| Real Estate | 3.14 | 2.37 |
| Utilities | 2.33 | 3.4 |
| Communication Services | 2.46 | 4.57 |
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