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) | ₹3795 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 | 2.18% | 2.2% |
6 Month | 5.47% | 8.37% |
1 Year | 5.84% | 12.24% |
3 Year | 17.12% | - |
5 Year | 17.89% | - |
SIP Return Analysis
Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
6 Month | 7.6% | 6.99% |
1 Year | 13.28% | 16.53% |
3 Year | 15.19% | - |
5 Year | 14.88% | - |
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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