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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) | ₹4617 Cr | ₹2515 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| 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 | 0.78% | 1.7% |
| 6 Month | 7.76% | 8.31% |
| 1 Year | 11.57% | 15.21% |
| 3 Year | 15.02% | - |
| 5 Year | 15.13% | - |
SIP Return Analysis
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 6 Month | 4.85% | 5% |
| 1 Year | 20.95% | 21.57% |
| 3 Year | 15.58% | - |
| 5 Year | 14.62% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Year | 14.3% | 10.42% |
| 3 Year | 15.48% | - |
| 5 Year | 17.33% | - |
Risk Management
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Mirae Asset 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 | 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 | 39.56 | 37.84 |
| Large Cap | 41.77 | 48.44 |
| Small Cap | 11.59 | 8.11 |
| Mid Cap | 7.07 | 5.61 |
Sector Allocation
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 34.93 | 33.27 |
| Energy | 5.12 | 3.32 |
| Technology | 4.05 | 6.07 |
| Industrials | 7.33 | 5.35 |
| Financial Services | 26.32 | 21.62 |
| Consumer Defensive | 1.85 | 4.33 |
| Healthcare | 4.6 | 4.13 |
| Basic Materials | 3.78 | 6.01 |
| Real Estate | 1.62 | 1.16 |
| Consumer Cyclical | 3.9 | 8.5 |
| Communication Services | 4.33 | 3.24 |
| Utilities | 2.18 | 3.02 |
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