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Tata Multi Asset Opportunities Fund vs Quant Multi Asset Fund compare

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tortoise-icon Tata Multi Asset Allocation Fund-Regular Plan-Growth

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tortoise-icon 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) ₹4048 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 2.19% 2.35%
6 Month 13.49% 13.95%
1 Year 5.15% 2.72%
3 Year 14% 18.4%
5 Year 16.7% 25.56%

SIP Return Analysis

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth Quant Multi Asset Allocation Fund-Growth
6 Month 3.72% 4.58%
1 Year 13.18% 14.16%
3 Year 14.08% 19.15%
5 Year 13.92% 20.78%

Rolling Lumpsum Returns

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth Quant Multi Asset Allocation Fund-Growth
1 Year 16.1% 7.44%
3 Year 15.69% 7.5%
5 Year 18.65% 8.13%

Risk Management

Scheme Name Tata Multi Asset Allocation Fund-Regular Plan-Growth Quant Multi Asset Allocation Fund-Growth
Standard Deviation 7.86% 13.259%
Sharp 0.86% 0.856%
Beta - -
Alpha - -

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 36.36 58.96
Large Cap 42.96 32.08
Small Cap 13.79 2.69
Mid Cap 6.89 6.26

Sector Allocation

Scheme Name

Tata Multi Asset Allocation Fund-Regular Plan-Growth

Quant Multi Asset Allocation Fund-Growth

Others 34.37 55.09
Energy 4.65 0.99
Technology 3.54 6.26
Industrials 7.48 1.08
Financial Services 22.94 27.2
Consumer Defensive 0.9 3.21
Basic Materials 5.97 -
Healthcare 5.7 -
Consumer Cyclical 5.27 1.69
Communication Services 4.71 -
Utilities 2.8 2.76
Real Estate 1.69 1.72

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