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Tata Multi Asset Opportunities Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7141 Cr | ₹3487 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 Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.17% | 1.86% |
| 6 Month | 7.17% | 4.96% |
| 1 Year | 8.41% | 6.13% |
| 3 Year | 18.71% | 17.55% |
| 5 Year | 15.21% | 18.18% |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 5.91% | 5.84% |
| 1 Year | 12.14% | 9.88% |
| 3 Year | 16.67% | 14.89% |
| 5 Year | 15.15% | 14.78% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities 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 Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 7.531% | 7.805% |
| Sharp | 0.827% | 0.735% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Tata Multi Asset Opportunities 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 Opportunities Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 66.25 | 33.43 |
| Large Cap | 18.14 | 46.74 |
| Small Cap | 12.18 | 11.93 |
| Mid Cap | 3.43 | 7.9 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 66.25 | 32.93 |
| Energy | 2.19 | 4.78 |
| Technology | 6.28 | 4.28 |
| Consumer Defensive | 2.57 | 1.06 |
| Financial Services | 9.69 | 20.08 |
| Industrials | 2.53 | 9.08 |
| Consumer Cyclical | 4.98 | 5.87 |
| Healthcare | 0.9 | 6.07 |
| Basic Materials | 1.91 | 5.53 |
| Utilities | 1.5 | 3.4 |
| Communication Services | 0.49 | 4.57 |
| Real Estate | 0.71 | 2.37 |
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