HDFC Multi vs Motilal Oswal Multi Asset Fund compare
HDFC Multi-Asset Fund - Growth Option
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹4635 Cr | ₹94 Cr |
Min Investment | ₹100 | ₹ |
Min SIP Invesment | ₹100 | ₹0 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 17 Aug 2005 | 04 Aug 2020 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | Domestic Price of Gold,NIFTY 50 Hybrid Composite Debt 65:35 | NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index |
Turn Over | 26.35% | 70% |
Expense Ratio | 1.91 | 2.03 |
Manager | Anil Bamboli | Rakesh Shetty |
ISIN Code | INF179K01AP0 | INF247L01AJ6 |
Exits Load | HDFC Multi-Asset Fund - 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 | HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.74% | 1.87% |
6 Month | 8.56% | -0.54% |
1 Year | 7.2% | -9.21% |
3 Year | 13.81% | 5.18% |
5 Year | 15.03% | - |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.93% | 4.36% |
1 Year | 9.38% | -0.95% |
3 Year | 13.47% | 1.9% |
5 Year | 13.16% | 3.28% |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.87% | 5.17% |
3 Year | 10.66% | 6.38% |
5 Year | 9.99% | - |
Risk Management
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 6.20% | 9.54% |
Sharp | 1.15% | -0.11% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anil Bamboli | Rakesh Shetty |
Total AUM | ₹135442 Cr | ₹33886 Cr |
Funds Managed | 12 | 19 |
HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Others | 34.09 | 62.12 |
Large Cap | 55.24 | 7.18 |
Small Cap | 7.23 | 21.61 |
Mid Cap | 3.44 | 9.09 |
Sector Allocation
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.09 | 59.05 |
Energy | 7.1 | - |
Technology | 5.42 | 12.16 |
Industrials | 4.77 | 4.21 |
Consumer Defensive | 5.16 | 2.85 |
Basic Materials | 3.42 | - |
Financial Services | 22.62 | 17.78 |
Real Estate | 2.45 | - |
Healthcare | 5.07 | - |
Consumer Cyclical | 7.95 | 3.95 |
Utilities | 1.93 | - |
Communication Services | 3.02 | - |
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