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 | Very High |
Asset Size (Cr) | ₹4074 Cr | ₹94 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
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 | 2.39% | 0.22% |
6 Month | 5.88% | -5.79% |
1 Year | 9.69% | -10.08% |
3 Year | - | 5.05% |
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 | 8.13% | 4.09% |
1 Year | 15.33% | -7.75% |
3 Year | - | 0.91% |
5 Year | - | - |
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 | 22.68% | 5.72% |
3 Year | - | 6.53% |
5 Year | - | - |
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 | - | 9.63% |
Sharp | - | -0.19% |
Beta | - | - |
Alpha | - | - |
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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 | 35.73 | 56.76 |
Large Cap | 42.47 | 6.26 |
Mid Cap | 13.5 | 13.68 |
Small Cap | 8.29 | 23.31 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.66 | 56.76 |
Energy | 5.67 | - |
Technology | 7.27 | 10.61 |
Industrials | 7.39 | 3.74 |
Financial Services | 17.46 | 22.82 |
Consumer Cyclical | 8.83 | 3.73 |
Consumer Defensive | 5.21 | 2.34 |
Basic Materials | 2.63 | - |
Healthcare | 5.95 | - |
Real Estate | 3.14 | - |
Utilities | 2.33 | - |
Communication Services | 2.46 | - |
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