Axis Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹94 Cr | ₹1484 Cr |
Min Investment | ₹ | ₹100 |
Min SIP Invesment | ₹0 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 04 Aug 2020 | 23 Aug 2010 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
Turn Over | 70% | 64.15% |
Expense Ratio | 2.03 | 2.1 |
Manager | Rakesh Shetty | R Sivakumar |
ISIN Code | INF247L01AJ6 | INF846K01768 |
Exits Load | Motilal Oswal Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Multi Asset Allocation 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 | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.87% | -0.39% |
6 Month | -0.54% | 6.54% |
1 Year | -9.21% | 3.67% |
3 Year | 5.18% | 11.09% |
5 Year | - | 13.58% |
SIP Return Analysis
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.34% | 4.6% |
1 Year | -2.69% | 8.84% |
3 Year | 1.97% | 13.11% |
5 Year | - | 11.3% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 5.17% | 9.35% |
3 Year | 6.38% | 8.96% |
5 Year | - | 9.1% |
Risk Management
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.54% | 9.43% |
Sharp | -0.11% | 0.77% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rakesh Shetty | R Sivakumar |
Total AUM | ₹33886 Cr | ₹9709 Cr |
Funds Managed | 19 | 10 |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 62.12 | 35.9 |
Mid Cap | 9.09 | 8.73 |
Large Cap | 7.18 | 47.4 |
Small Cap | 21.61 | 7.97 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 59.05 | 33.5 |
Technology | 12.16 | 5.88 |
Industrials | 4.21 | 7.89 |
Financial Services | 17.78 | 21.77 |
Consumer Cyclical | 3.95 | 11.46 |
Consumer Defensive | 2.85 | 3 |
Energy | - | 2.99 |
Basic Materials | - | 5.84 |
Real Estate | - | 0.38 |
Healthcare | - | 4.34 |
Utilities | - | 1.19 |
Communication Services | - | 1.76 |
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