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) | ₹4805 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 | -0.95% | 2.98% |
| 6 Month | 7.23% | 14.26% |
| 1 Year | 16.45% | 26.27% |
| 3 Year | 16.27% | 23.44% |
| 5 Year | 15.22% | 26.57% |
SIP Return Analysis
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 6 Month | 4.06% | 4.95% |
| 1 Year | 19.24% | 23.68% |
| 3 Year | 15% | 19.99% |
| 5 Year | 14.45% | 20.32% |
Rolling Lumpsum Returns
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| 1 Year | 14.39% | 7.47% |
| 3 Year | 15.5% | 7.56% |
| 5 Year | 17.19% | 8.19% |
Risk Management
| Scheme Name | Tata Multi Asset Allocation Fund-Regular Plan-Growth | Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Standard Deviation | 7.56% | 12.7% |
| Sharp | 1.17% | 1.27% |
| Beta | 0.91% | 1.15% |
| Alpha | 2.29% | 5.36% |
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 | 38.84 | 65.31 |
| Large Cap | 42.56 | 26.31 |
| Small Cap | 11.08 | 3.19 |
| Mid Cap | 7.52 | 5.19 |
Sector Allocation
| Scheme Name |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Quant Multi Asset Allocation Fund-Growth |
|---|---|---|
| Others | 34.44 | 60.4 |
| Energy | 4.98 | - |
| Technology | 3.85 | 9.86 |
| Industrials | 7 | 0.92 |
| Financial Services | 25.27 | 20.21 |
| Consumer Defensive | 1.8 | 2.76 |
| Healthcare | 4.59 | - |
| Basic Materials | 5.87 | - |
| Real Estate | 1.52 | 2.1 |
| Consumer Cyclical | 4.6 | 1.38 |
| Communication Services | 3.99 | - |
| Utilities | 2.1 | 2.37 |
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