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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) | ₹4048 Cr | ₹3645 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 | 2.03% | 4.47% |
| 6 Month | 12.37% | 12.93% |
| 1 Year | 5.56% | 12.93% |
| 3 Year | 14.59% | - |
| 5 Year | 16.66% | - |
SIP Return Analysis
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.72% | 5.32% |
| 1 Year | 13.18% | 17.86% |
| 3 Year | 14.08% | - |
| 5 Year | 13.92% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Year | 16.1% | 14.57% |
| 3 Year | 15.69% | - |
| 5 Year | 18.65% | - |
Risk Management
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 7.86% | - |
| Sharp | 0.86% | - |
| 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 | 36.41 | 64.95 |
| Large Cap | 43.79 | 26.13 |
| Small Cap | 13.76 | 4.44 |
| Mid Cap | 6.05 | 4.47 |
Sector Allocation
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 34.5 | 49.3 |
| Energy | 4.68 | 0.95 |
| Technology | 4.49 | 7.56 |
| Industrials | 7.51 | 1.95 |
| Financial Services | 23.08 | 12.98 |
| Consumer Defensive | 0.92 | 2.47 |
| Basic Materials | 4.33 | 3.73 |
| Healthcare | 5.42 | 2.37 |
| Consumer Cyclical | 5.85 | 7.99 |
| Communication Services | 4.58 | 4.46 |
| Utilities | 2.67 | 2.61 |
| Real Estate | 1.99 | 3.62 |
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