Tata Multi Asset Opportunities Fund vs Mirae Asset Multi Asset Allocation Fund compare
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Mirae Asset Multi Asset Allocation Fund-Reg (G)
Chart Comparison
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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