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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) ₹4371 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 -1.43% 1.87%
6 Month 9.45% -0.54%
1 Year 8.94% -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 3.09% 4.36%
1 Year 9.66% -0.95%
3 Year - 1.9%
5 Year - 3.28%

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 21.28% 5.17%
3 Year - 6.38%
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 - 9.54%
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 38.47 62.12
Large Cap 42.3 7.18
Mid Cap 13.01 9.09
Small Cap 6.21 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 29.34 59.05
Energy 5.26 -
Technology 7.72 12.16
Industrials 7.66 4.21
Financial Services 19.84 17.78
Consumer Cyclical 6.1 3.95
Consumer Defensive 6.75 2.85
Basic Materials 4.2 -
Real Estate 3.77 -
Healthcare 4.81 -
Utilities 2.09 -
Communication Services 2.46 -

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