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

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tortoise-icon Tata Multi Asset Allocation Fund-Regular Plan-Growth

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tortoise-icon Mirae Asset 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 Mirae Asset Multi Asset Allocation Fund-Reg (G)
Fund Tata Multi Asset Allocation Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹4048 Cr ₹2187 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 04 Mar 2020 31 Jan 2024
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 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri
Turn Over 16.78% %
Expense Ratio 1.87 2.01
Manager Rahul Singh Harshad Borawake
ISIN Code INF277K012Z5 INF769K01KW3
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 Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Month 2.49% 2.72%
6 Month 13.45% 12.86%
1 Year 5.32% 8.65%
3 Year 14.57% -
5 Year 16.75% -

SIP Return Analysis

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
6 Month 3.72% 3.9%
1 Year 13.18% 15.5%
3 Year 14.08% -
5 Year 13.92% -

Rolling Lumpsum Returns

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Year 16.1% 11.01%
3 Year 15.69% -
5 Year 18.65% -

Risk Management

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
Standard Deviation 7.86% -
Sharp 0.86% -
Beta - -
Alpha - -

Fund Managers

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)
Name Rahul Singh Harshad Borawake
Total AUM ₹19760 Cr ₹0 Cr
Funds Managed 9 3
Tata Multi Asset Allocation Fund-Regular Plan-Growth Mirae Asset Multi Asset Allocation Fund-Reg (G)

Market Cap

Scheme Name

Tata Multi Asset Allocation Fund-Regular Plan-Growth

Mirae Asset Multi Asset Allocation Fund-Reg (G)

Others 36.41 36.84
Large Cap 43.79 49.79
Small Cap 13.76 7.94
Mid Cap 6.05 5.43

Sector Allocation

Scheme Name

Tata Multi Asset Allocation Fund-Regular Plan-Growth

Mirae Asset Multi Asset Allocation Fund-Reg (G)

Others 34.5 33.82
Energy 4.68 3.6
Technology 4.49 5.28
Industrials 7.51 6.35
Financial Services 23.08 21.43
Consumer Defensive 0.92 4.16
Basic Materials 4.33 5.34
Healthcare 5.42 4.12
Consumer Cyclical 5.85 8.37
Communication Services 4.58 3.26
Utilities 2.67 2.97
Real Estate 1.99 1.3

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