Tata Multi Asset Opportunities Fund vs Axis Multi Asset Allocation Fund compare

Link copied to clipboard!

Tata Multi Asset Allocation Fund-Regular Plan-Growth

Invest Now

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	₹1484 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

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	-0.25%	-0.39%
6 Month	7.48%	6.54%
1 Year	4.23%	3.67%
3 Year	15.03%	11.09%
5 Year	17.17%	13.58%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	5.25%	4.6%
1 Year	10.91%	8.84%
3 Year	14.58%	13.11%
5 Year	14.51%	11.3%

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%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	8.17%	9.43%
Sharp	1.19%	0.77%
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	36.35	35.9
Large Cap	43.56	47.4
Small Cap	13.5	7.97
Mid Cap	6.6	8.73

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	34.42	33.5
Energy	5.04	2.99
Technology	3.68	5.88
Industrials	7.63	7.89
Basic Materials	5.74	5.84
Financial Services	22.81	21.77
Consumer Defensive	0.87	3
Healthcare	5.51	4.34
Consumer Cyclical	5.19	11.46
Communication Services	4.05	1.76
Utilities	3.18	1.19
Real Estate	1.87	0.38