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

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Tata Multi Asset Allocation Fund-Regular Plan-Growth

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Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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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)	₹4479 Cr	₹1705 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	-0.19%	-0.59%
6 Month	8.07%	9.97%
1 Year	13.31%	13.74%
3 Year	15.17%	13.43%
5 Year	16.2%	12.41%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	4.48%	6.09%
1 Year	19.01%	22.44%
3 Year	15.21%	16%
5 Year	14.48%	12.63%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	14.63%	9.25%
3 Year	15.54%	9.04%
5 Year	17.62%	9.18%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	7.71%	8.25%
Sharp	1.02%	0.74%
Beta	-	-
Alpha	-	-

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	37.56	34.09
Large Cap	42.84	44.49
Small Cap	12.66	8.31
Mid Cap	6.94	13.11

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	34.42	28.39
Energy	5.04	1.27
Technology	4.08	5.72
Industrials	7.6	9.92
Financial Services	25.83	16.32
Consumer Defensive	1.18	3.91
Healthcare	4.71	6.2
Basic Materials	3.86	5.75
Real Estate	2.4	1.97
Consumer Cyclical	4.05	16.49
Communication Services	4.49	3.37
Utilities	2.33	0.68