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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 | ₹1528 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% | 3.74% |
| 6 Month | -0.54% | 13.45% |
| 1 Year | -9.21% | 5.31% |
| 3 Year | 5.18% | 11.38% |
| 5 Year | - | 13.55% |
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 | 3.25% | 5.74% |
| 1 Year | 1.43% | 15.84% |
| 3 Year | 1.57% | 14.27% |
| 5 Year | 3.07% | 11.68% |
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% | 8.40% |
| Sharp | -0.11% | 0.43% |
| Beta | - | - |
| Alpha | - | - |
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 | 36.31 |
| Mid Cap | 9.09 | 9.89 |
| Large Cap | 7.18 | 45.29 |
| Small Cap | 21.61 | 8.51 |
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 | 33.39 |
| Technology | 12.16 | 6.29 |
| Industrials | 4.21 | 7.16 |
| Financial Services | 17.78 | 21.05 |
| Consumer Cyclical | 3.95 | 11.41 |
| Consumer Defensive | 2.85 | 3.09 |
| Energy | - | 3.17 |
| Basic Materials | - | 6.62 |
| Real Estate | - | 0.38 |
| Healthcare | - | 4.62 |
| Utilities | - | 1.16 |
| Communication Services | - | 1.66 |
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