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

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Tata Multi Asset Opportunities Fund-Regular Plan-Growth

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Edelweiss Multi Asset Allocation Fund - Reg (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 Opportunities Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Fund	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Low to Moderate
Asset Size (Cr)	₹3487 Cr	₹1479 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	04 Mar 2020	23 Jun 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	CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)
Turn Over	16.78%	%
Expense Ratio	1.87	0.72
Manager	Rahul Singh	Dhawal Dalal
ISIN Code	INF277K012Z5	INF754K01RO7
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	Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month	2.63%	0.47%
6 Month	2.64%	4.35%
1 Year	7.45%	8.55%
3 Year	16.74%	-
5 Year	18.59%	-

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month	7.03%	2.25%
1 Year	10.71%	8.74%
3 Year	14.88%	-
5 Year	14.71%	-

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year	16.88%	8.01%
3 Year	15.63%	-
5 Year	18.97%	-

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation	7.805%	-
Sharp	0.735%	-
Beta	-	-
Alpha	-	-

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Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Name	Rahul Singh	Dhawal Dalal
Total AUM	₹19760 Cr	₹25974 Cr
Funds Managed	9	12
	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	33.43	71.58
Large Cap	46.74	21.12
Small Cap	11.93	0.4
Mid Cap	7.9	6.91

Scheme Name	Tata Multi Asset Opportunities Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	32.93	71.04
Energy	4.78	5.91
Technology	4.28	1.65
Healthcare	6.07	0.79
Industrials	9.08	2.08
Basic Materials	5.53	2.56
Financial Services	20.08	9.73
Consumer Defensive	1.06	0.19
Consumer Cyclical	5.87	2.25
Communication Services	4.57	3.58
Utilities	3.4	0.04
Real Estate	2.37	0.18