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

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

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Tata Multi Asset Allocation Fund-Regular Plan-Growth

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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)	₹4278 Cr	₹2371 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	2.91%	2.4%
6 Month	9.81%	9.63%
1 Year	10.15%	12.7%
3 Year	15.02%	-
5 Year	17.35%	-

SIP Return Analysis

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Mirae Asset Multi Asset Allocation Fund-Reg (G)
6 Month	2.06%	2.53%
1 Year	12.49%	14.34%
3 Year	13.04%	-
5 Year	13.31%	-

Rolling Lumpsum Returns

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Year	15.25%	10.42%
3 Year	15.59%	-
5 Year	18.09%	-

Risk Management

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Standard Deviation	7.74%	-
Sharp	1.03%	-
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	36.65	36.28
Large Cap	43.87	49.41
Small Cap	13.05	8.05
Mid Cap	6.43	6.26

Sector Allocation

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Others	34.55	32.85
Energy	4.87	3.58
Technology	4.1	4.96
Industrials	7.63	5.91
Financial Services	24.76	21.13
Consumer Defensive	1.21	4.52
Healthcare	4.9	3.9
Basic Materials	3.9	6.31
Consumer Cyclical	5.32	8.86
Communication Services	4.54	3.16
Utilities	2.36	3.52
Real Estate	1.85	1.29

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