Tata Multi Asset Opportunities Fund vs Quant Multi Asset Fund compare
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Quant Multi Asset Allocation Fund-Growth
Chart Comparison
Overview
Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Fund | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | High |
Asset Size (Cr) | ₹3795 Cr | ₹3162 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 04 Mar 2020 | 18 Apr 2001 |
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 | BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00) |
Turn Over | 16.78% | % |
Expense Ratio | 1.87 | 1.88 |
Manager | Rahul Singh | Sanjeev Sharma |
ISIN Code | INF277K012Z5 | INF966L01200 |
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 | Quant Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
1 Month | 2.18% | 2.3% |
6 Month | 5.47% | 4.07% |
1 Year | 5.84% | 6.28% |
3 Year | 17.12% | 24.26% |
5 Year | 17.89% | 30.95% |
SIP Return Analysis
Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
6 Month | 7.6% | 8.98% |
1 Year | 13.28% | 13.49% |
3 Year | 15.19% | 20.66% |
5 Year | 14.88% | 22.27% |
Rolling Lumpsum Returns
Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
1 Year | 16.88% | 7.46% |
3 Year | 15.63% | 7.48% |
5 Year | 18.97% | 8.11% |
Risk Management
Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Standard Deviation | 8.17% | 13.259% |
Sharp | 1.19% | 0.856% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Name | Rahul Singh | Sanjeev Sharma |
Total AUM | ₹19760 Cr | ₹39731 Cr |
Funds Managed | 9 | 22 |
Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
Market Cap
Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Others | 35.32 | 58.96 |
Large Cap | 44.65 | 32.33 |
Small Cap | 13.12 | 1.8 |
Mid Cap | 6.91 | 6.91 |
Sector Allocation
Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Quant Multi Asset Allocation Fund-Growth |
---|---|---|
Others | 34.37 | 54.72 |
Energy | 4.99 | 9.53 |
Technology | 3.72 | 6.91 |
Industrials | 7.85 | 0 |
Basic Materials | 5.84 | 0 |
Financial Services | 22.42 | 21.97 |
Consumer Defensive | 0.92 | 3.5 |
Healthcare | 5.34 | - |
Consumer Cyclical | 5.58 | 2.6 |
Communication Services | 3.9 | - |
Utilities | 3.21 | - |
Real Estate | 1.88 | 0.77 |
Top Comparisons
LIC MF Infrastructure Fund-Growth
3Y Returns33.59%
LIC MF Infrastructure Fund-Regular Plan-Growth
3Y Returns33.59%
Sundaram Short Duration Fund Regular Growth
3Y Returns7.49%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.59%
ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option
3Y Returns18.22%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns31.24%
ITI Mid Cap Fund Regular - Growth
3Y Returns28.7%
Axis Midcap Fund - Regular Plan - Growth
3Y Returns23.57%