Tata Multi Asset Opportunities Fund vs Quant Multi Asset Fund compare

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Tata Multi Asset Allocation Fund-Regular Plan-Growth

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Quant Multi Asset Allocation Fund-Growth

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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	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)	₹4278 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

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Quant Multi Asset Allocation Fund-Growth
1 Month	3.14%	3.63%
6 Month	10.8%	14.53%
1 Year	8.97%	9.97%
3 Year	16.11%	21.32%
5 Year	17.33%	26.52%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Quant Multi Asset Allocation Fund-Growth
6 Month	4.15%	5.5%
1 Year	16.84%	20.37%
3 Year	14.74%	20.17%
5 Year	14.26%	21.1%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Quant Multi Asset Allocation Fund-Growth
1 Year	15.25%	7.44%
3 Year	15.59%	7.52%
5 Year	18.09%	8.15%

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Quant Multi Asset Allocation Fund-Growth
Standard Deviation	7.74%	13.259%
Sharp	1.03%	0.856%
Beta	-	-
Alpha	-	-

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

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Quant Multi Asset Allocation Fund-Growth
Others	36.65	59.3
Large Cap	43.87	33.3
Small Cap	13.05	1.45
Mid Cap	6.43	5.95

Scheme Name	Tata Multi Asset Allocation Fund-Regular Plan-Growth	Quant Multi Asset Allocation Fund-Growth
Others	34.55	54.33
Energy	4.87	-
Technology	4.1	8.61
Industrials	7.63	1.04
Financial Services	24.76	24.97
Consumer Defensive	1.21	4.75
Healthcare	4.9	-
Basic Materials	3.9	-
Consumer Cyclical	5.32	1.45
Communication Services	4.54	-
Utilities	2.36	2.59
Real Estate	1.85	2.25