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Tata Multi Asset Opportunities Fund vs Axis Multi Asset Allocation Fund compare
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹3956 Cr | ₹1500 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 04 Mar 2020 | 23 Aug 2010 |
| 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 | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
| Turn Over | 16.78% | 64.15% |
| Expense Ratio | 1.87 | 2.1 |
| Manager | Rahul Singh | R Sivakumar |
| ISIN Code | INF277K012Z5 | INF846K01768 |
| 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 | Axis Multi Asset Allocation 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 | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.9% | -0.35% |
| 6 Month | 9.65% | 8.24% |
| 1 Year | 6.31% | 5.28% |
| 3 Year | 14.16% | 10.07% |
| 5 Year | 16.64% | 13.26% |
SIP Return Analysis
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.3% | 4.01% |
| 1 Year | 8.8% | 7.12% |
| 3 Year | 13.16% | 11.89% |
| 5 Year | 13.54% | 10.43% |
Rolling Lumpsum Returns
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.1% | 9.35% |
| 3 Year | 15.69% | 8.96% |
| 5 Year | 18.65% | 9.1% |
Risk Management
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.85% | 8.47% |
| Sharp | 1.01% | 0.52% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rahul Singh | R Sivakumar |
| Total AUM | ₹19760 Cr | ₹9709 Cr |
| Funds Managed | 9 | 10 |
| Tata Multi Asset Allocation Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 36.36 | 36.31 |
| Large Cap | 42.96 | 45.29 |
| Small Cap | 13.79 | 8.51 |
| Mid Cap | 6.89 | 9.89 |
Sector Allocation
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.37 | 33.39 |
| Energy | 4.65 | 3.17 |
| Technology | 3.54 | 6.29 |
| Industrials | 7.48 | 7.16 |
| Financial Services | 22.94 | 21.05 |
| Consumer Defensive | 0.9 | 3.09 |
| Basic Materials | 5.97 | 6.62 |
| Healthcare | 5.7 | 4.62 |
| Consumer Cyclical | 5.27 | 11.41 |
| Communication Services | 4.71 | 1.66 |
| Utilities | 2.8 | 1.16 |
| Real Estate | 1.69 | 0.38 |
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