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)	₹4805 Cr	₹1875 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	0.12%	2.62%
6 Month	6.91%	12.08%
1 Year	15.5%	19.33%
3 Year	15.47%	15.88%
5 Year	14.32%	11.85%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	3.95%	5.98%
1 Year	18.5%	24.85%
3 Year	14.96%	16.9%
5 Year	14.38%	13.32%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	14.39%	9.35%
3 Year	15.5%	9.1%
5 Year	17.19%	9.27%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	7.24%	9.95%
Sharp	1.24%	1.03%
Beta	0.91%	0.94%
Alpha	2.29%	0.86%

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	38.84	36.99
Large Cap	42.56	45.67
Small Cap	11.08	7.32
Mid Cap	7.52	10.02

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	34.44	31.75
Energy	4.98	1.3
Technology	3.85	7.12
Industrials	7	8.6
Financial Services	25.27	20.39
Consumer Defensive	1.8	3.67
Healthcare	4.59	6.61
Basic Materials	5.87	7.01
Real Estate	1.52	1.03
Consumer Cyclical	4.6	9.68
Communication Services	3.99	2.76
Utilities	2.1	0.08