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Tata Multi Asset Opportunities Fund vs DSP Multi Asset Allocation Fund compare
Tata Multi Asset Allocation Fund-Regular Plan-Growth
DSP Multi Asset Allocation Fund - Regular (G)
Chart Comparison
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) | ₹4278 Cr | ₹4400 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 | 2.91% | 2.48% |
| 6 Month | 9.81% | 14.37% |
| 1 Year | 10.15% | 16.63% |
| 3 Year | 15.02% | - |
| 5 Year | 17.35% | - |
SIP Return Analysis
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.06% | 5.04% |
| 1 Year | 12.49% | 20.36% |
| 3 Year | 13.04% | - |
| 5 Year | 13.31% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.25% | 14.15% |
| 3 Year | 15.59% | - |
| 5 Year | 18.09% | - |
Risk Management
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 7.74% | - |
| Sharp | 1.03% | - |
| Beta | - | - |
| Alpha | - | - |
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 | 36.65 | 65.48 |
| Large Cap | 43.87 | 25.67 |
| Small Cap | 13.05 | 4.31 |
| Mid Cap | 6.43 | 4.53 |
Sector Allocation
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 34.55 | 47.91 |
| Energy | 4.87 | 0.96 |
| Technology | 4.1 | 7.34 |
| Industrials | 7.63 | 2.36 |
| Financial Services | 24.76 | 12.91 |
| Consumer Defensive | 1.21 | 2.25 |
| Healthcare | 4.9 | 2.29 |
| Basic Materials | 3.9 | 3.76 |
| Consumer Cyclical | 5.32 | 7.99 |
| Communication Services | 4.54 | 4.43 |
| Utilities | 2.36 | 2.75 |
| Real Estate | 1.85 | 5.04 |
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