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

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

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Tata Multi Asset Allocation Fund-Regular Plan-Growth

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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)	₹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	1.59%	0.88%
6 Month	9.09%	12.83%
1 Year	9.36%	15.83%
3 Year	14.65%	-
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	5.22%	5.2%
1 Year	19.11%	21.01%
3 Year	15.25%	-
5 Year	14.54%	-

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	7.71%	-
Sharp	1.02%	-
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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