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

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

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Tata Multi Asset Allocation 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 Allocation Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Fund	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Investment Plan	Growth	Growth
Level of Risk	Average	Low to Moderate
Asset Size (Cr)	₹4479 Cr	₹2417 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

Trailing Lumpsum Returns

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month	1.2%	0.09%
6 Month	8.05%	2.39%
1 Year	11.32%	6.85%
3 Year	14.98%	-
5 Year	15.53%	-

SIP Return Analysis

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month	5.17%	1.25%
1 Year	20.71%	6.2%
3 Year	15.43%	-
5 Year	14.58%	-

Rolling Lumpsum Returns

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year	14.41%	8.03%
3 Year	15.49%	-
5 Year	17.4%	-

Risk Management

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation	7.69%	-
Sharp	1.00%	-
Beta	-	-
Alpha	-	-

Fund Managers

Scheme Name	Tata Multi Asset Allocation 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 Allocation Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)

Market Cap

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	37.56	66.45
Large Cap	42.84	23.89
Small Cap	12.66	1.07
Mid Cap	6.94	8.59

Sector Allocation

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	34.42	68.98
Energy	5.04	3.99
Technology	4.08	1.33
Industrials	7.6	2.68
Financial Services	25.83	12.22
Consumer Defensive	1.18	0.55
Healthcare	4.71	1.25
Basic Materials	3.86	3.31
Real Estate	2.4	0.22
Consumer Cyclical	4.05	0.63
Communication Services	4.49	4.55
Utilities	2.33	0.29

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