Aditya Birla Sun Life Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
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 | - |
Top Comparisons
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.96%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns7.03%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns16.18%
UTI ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns13.78%
Taurus Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns%
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns18.56%
Kotak Savings Fund -Growth
3Y Returns7%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns7.15%