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

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tortoise-icon Tata Multi Asset Allocation Fund-Regular Plan-Growth

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tortoise-icon DSP Multi Asset Allocation Fund - Regular (G)

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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 DSP Multi Asset Allocation Fund - Regular (G)
Fund Tata Multi Asset Allocation Fund-Regular Plan-Growth DSP Multi Asset Allocation Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹3956 Cr ₹3158 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 04 Mar 2020 27 Sep 2023
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 500 TRI(40.00), MSCI World(20.00), NIFTY Composite Debt Index(20.00), Domestic Price of Gold(15.00), MCX I-COMDEX Composite Index(5.00)
Turn Over 16.78% %
Expense Ratio 1.87 1.64
Manager Rahul Singh Jay Kothari
ISIN Code INF277K012Z5 INF740KA1TB5
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 DSP Multi Asset Allocation Fund - Regular Plan - 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 DSP Multi Asset Allocation Fund - Regular (G)
1 Month 1.3% 1.17%
6 Month 8.79% 10.43%
1 Year 5.24% 11.2%
3 Year 16.87% -
5 Year 18% -

SIP Return Analysis

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth DSP Multi Asset Allocation Fund - Regular (G)
6 Month 6.64% 5.99%
1 Year 12.32% 15.29%
3 Year 14.88% -
5 Year 14.65% -

Rolling Lumpsum Returns

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth DSP Multi Asset Allocation Fund - Regular (G)
1 Year 16.88% 15.9%
3 Year 15.63% -
5 Year 18.97% -

Risk Management

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth DSP Multi Asset Allocation Fund - Regular (G)
Standard Deviation 8.17% -
Sharp 1.19% -
Beta - -
Alpha - -

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Fund Managers

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth DSP Multi Asset Allocation Fund - Regular (G)
Name Rahul Singh Jay Kothari
Total AUM ₹19760 Cr ₹0 Cr
Funds Managed 9 20
Tata Multi Asset Allocation Fund-Regular Plan-Growth DSP Multi Asset Allocation Fund - Regular (G)

Market Cap

Scheme Name

Tata Multi Asset Allocation Fund-Regular Plan-Growth

DSP Multi Asset Allocation Fund - Regular (G)

Others 35.32 64.17
Large Cap 44.65 24.81
Small Cap 13.12 6.14
Mid Cap 6.91 4.88

Sector Allocation

Scheme Name

Tata Multi Asset Allocation Fund-Regular Plan-Growth

DSP Multi Asset Allocation Fund - Regular (G)

Others 34.37 50.58
Energy 4.99 1.27
Technology 3.72 6.97
Industrials 7.85 2.15
Basic Materials 5.84 3.92
Financial Services 22.42 13.94
Consumer Defensive 0.92 0.9
Healthcare 5.34 3.96
Consumer Cyclical 5.58 9.95
Communication Services 3.9 2.45
Utilities 3.21 2.69
Real Estate 1.88 1.23

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