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Aditya Birla Sun Life Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare

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tortoise-icon Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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tortoise-icon Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹4693 Cr ₹94 Cr
Min Investment ₹500
Min SIP Invesment ₹100 ₹0
Min Addl Investment ₹500 ₹500
Launch Date 31 Jan 2023 04 Aug 2020
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index
Turn Over 0.0% 70%
Expense Ratio 1.85 2.03
Manager Dhaval Joshi Rakesh Shetty
ISIN Code INF209KB12R6 INF247L01AJ6
Exits Load Aditya Birla Sun Life 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 Motilal Oswal Multi Asset 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 Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month 2.22% 1.87%
6 Month 9.93% -0.54%
1 Year 11.93% -9.21%
3 Year - 5.18%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month 6.95% 1.59%
1 Year 24.51% 3.27%
3 Year - 1.09%
5 Year - 2.88%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year 20.47% 4.62%
3 Year - 6.27%
5 Year - 4.15%

Risk Management

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation - 9.54%
Sharp - -0.11%
Beta - -
Alpha - -

Fund Managers

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Name Dhaval Joshi Rakesh Shetty
Total AUM ₹361932 Cr ₹33886 Cr
Funds Managed 55 19
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 40.81 62.12
Large Cap 42.13 7.18
Mid Cap 11.81 9.09
Small Cap 5.26 21.61

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 31.46 59.05
Energy 4.86 -
Technology 7.06 12.16
Consumer Cyclical 6.11 3.95
Industrials 6.69 4.21
Financial Services 19.9 17.78
Consumer Defensive 6.19 2.85
Basic Materials 4.32 -
Real Estate 4.15 -
Healthcare 4.25 -
Utilities 2.01 -
Communication Services 3 -

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