Edelweiss Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare

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

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tortoise-icon Edelweiss Multi Asset Allocation Fund - Reg (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)
Fund Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)
Investment Plan Growth Growth
Level of Risk High Low to Moderate
Asset Size (Cr) ₹102 Cr ₹612 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 04 Aug 2020 23 Jun 2023
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI,S&P 500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index Nifty 5yr Benchmark G-Sec Index (50), NIFTY 500 TRI (40), Domestic Price of Gold (5), Domestic Price
Turn Over 70% %
Expense Ratio 2.07 0.7
Manager Rakesh Shetty Dhawal Dalal
ISIN Code INF247L01AJ6 INF754K01RO7
Exits Load Exit load of 1%, if redeemed within 15 days./365 Exit load of 0.1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month 3.27% 0.79%
6 Month 7.95% 3.83%
1 Year 15.75% 7.45%
3 Year 8.23% -
5 Year - -

SIP Return Analysis

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month - -
1 Year 4.33% 3.47%
3 Year 14.39% 3.75%
5 Year 16.91% 3.75%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year 6.7% 3.81%
3 Year 18.28% 3.81%
5 Year 19.99% 3.81%

Risk Management

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation 4.89% -
Sharp 0.17% -
Beta 1.04% -
Alpha -1.77% -

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Fund Managers

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)
Name Rakesh Shetty Dhawal Dalal
Total AUM ₹33886 Cr ₹25974 Cr
Fund Manage 19 12
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)

Market Cap

Scheme Name

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 57.06 59.9
Small Cap 16.7 1.35
Mid Cap 14.49 8.93
Large Cap 11.72 29.81

Sector Allocation

Scheme Name

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Edelweiss Multi Asset Allocation Fund - Reg (G)

Unclassified 14.84 -
Others 17.16 62.25
Financial 38.16 22.52
Automobile 8.01 -0.01
Services 5.94 4.4408920985006E-16
Insurance 3.15 -
Chemicals 3.15 -
Construction 1.86 -0.0099999999999999
Materials 1.71 -0.01
Technology 4.81 1.3877787807814E-17
Healthcare 1.18 0
Sovereign - 15.39
Energy - -0.05
Capital Goods - -0.04
Communication - -0.04
Consumer Discretionary - -0.01
Consumer Staples - 0
Metals & Mining - 0

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