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

Link copied to clipboard!

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Invest Now

Tata Multi Asset Allocation Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Fund	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹9312 Cr	₹3956 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	21 Dec 2005	04 Mar 2020
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold	CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over	252%	16.78%
Expense Ratio	1.44	1.87
Manager	Pradeep Kesavan	Rahul Singh
ISIN Code	INF200K01800	INF277K012Z5
Exits Load	SBI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Multi Asset Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Month	0.15%	0.14%
6 Month	9.1%	8.86%
1 Year	7.83%	5.14%
3 Year	16.7%	15.13%
5 Year	14.42%	17.08%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth
6 Month	5.59%	5.25%
1 Year	13.67%	10.91%
3 Year	16.61%	14.58%
5 Year	15.21%	14.51%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Year	8.71%	16.88%
3 Year	8.65%	15.63%
5 Year	9.32%	18.97%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Standard Deviation	6.95%	8.17%
Sharp	1.58%	1.19%
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Name	Pradeep Kesavan	Rahul Singh
Total AUM	₹434274 Cr	₹19760 Cr
Funds Managed	43	9
	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Others	55.16	36.35
Large Cap	22.29	43.56
Mid Cap	6.47	6.6
Small Cap	16.07	13.5

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Others	50.33	34.42
Energy	4.56	5.04
Technology	5.33	3.68
Consumer Defensive	4.26	0.87
Consumer Cyclical	7.42	5.19
Financial Services	12.69	22.81
Real Estate	5.58	1.87
Industrials	2.52	7.63
Healthcare	1.49	5.51
Basic Materials	3.49	5.74
Utilities	1.89	3.18
Communication Services	0.44	4.05