Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹4974 Cr ₹94 Cr
Min Investment ₹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 2.76% 1.87%
6 Month 9.82% -0.54%
1 Year 14% -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 6.24% -
1 Year 23.93% 2.99%
3 Year - -0.55%
5 Year - 1.91%

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 39.67 62.12
Large Cap 42.62 7.18
Mid Cap 12.38 9.09
Small Cap 5.33 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 30 59.05
Energy 5.73 -
Technology 7.54 12.16
Consumer Cyclical 6.53 3.95
Industrials 7.47 4.21
Financial Services 19.56 17.78
Consumer Defensive 5.95 2.85
Basic Materials 4.17 -
Real Estate 4.02 -
Healthcare 4.02 -
Utilities 1.92 -
Communication Services 3.1 -

Top Comparisons

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns14.84%

VS

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns15.86%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns12.47%

VS

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns10.73%

Compare Now

Tata Nifty Realty Index Fund - Regular (G) Tata Nifty Realty Index Fund - Regular (G)

3Y Returns0%

VS

DSP Nifty Bank Index Fund - Regular (G) DSP Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now
Add to Cart Successfully