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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) | ₹4048 Cr | ₹1528 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 | 2.49% | 4.5% |
| 6 Month | 13.45% | 13.74% |
| 1 Year | 5.32% | 5.75% |
| 3 Year | 14.57% | 12.3% |
| 5 Year | 16.75% | 13.78% |
SIP Return Analysis
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.72% | 5.74% |
| 1 Year | 13.18% | 15.84% |
| 3 Year | 14.08% | 14.27% |
| 5 Year | 13.92% | 11.68% |
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 | 7.86% | 8.40% |
| Sharp | 0.86% | 0.43% |
| 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 | 36.41 | 36.79 |
| Large Cap | 43.79 | 44.89 |
| Small Cap | 13.76 | 6.72 |
| Mid Cap | 6.05 | 11.61 |
Sector Allocation
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.5 | 31.67 |
| Energy | 4.68 | 2.08 |
| Technology | 4.49 | 6.87 |
| Industrials | 7.51 | 8.31 |
| Financial Services | 23.08 | 18.65 |
| Consumer Defensive | 0.92 | 4.01 |
| Basic Materials | 4.33 | 4.8 |
| Healthcare | 5.42 | 4.6 |
| Consumer Cyclical | 5.85 | 15.19 |
| Communication Services | 4.58 | 2.09 |
| Utilities | 2.67 | 0.62 |
| Real Estate | 1.99 | 1.11 |
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