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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) | ₹4014 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 | -0.59% | -0.62% |
| 6 Month | 10.9% | 8.29% |
| 1 Year | 5.21% | 10.1% |
| 3 Year | 14.78% | - |
| 5 Year | 16.61% | - |
SIP Return Analysis
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.01% | 2.86% |
| 1 Year | 10.16% | 11.8% |
| 3 Year | 13.95% | - |
| 5 Year | 14.08% | - |
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 | 7.85% | - |
| Sharp | 1.01% | - |
| 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 | 36.36 | 65.14 |
| Large Cap | 42.96 | 25.27 |
| Small Cap | 13.79 | 4.94 |
| Mid Cap | 6.89 | 4.65 |
Sector Allocation
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 34.37 | 49.92 |
| Energy | 4.65 | 1.12 |
| Technology | 3.54 | 7.16 |
| Industrials | 7.48 | 2.05 |
| Financial Services | 22.94 | 12.99 |
| Consumer Defensive | 0.9 | 2.63 |
| Basic Materials | 5.97 | 3.99 |
| Healthcare | 5.7 | 2.18 |
| Consumer Cyclical | 5.27 | 8.27 |
| Communication Services | 4.71 | 4.24 |
| Utilities | 2.8 | 2.51 |
| Real Estate | 1.69 | 2.95 |
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