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

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

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

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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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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 - -

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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