Tata Multi Asset Opportunities Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Chart Comparison
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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