HDFC Multi vs Motilal Oswal Multi Asset Fund compare

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HDFC Multi-Asset Allocation Fund - Growth Option

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Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	HDFC Multi-Asset Allocation Fund - Growth Option	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Fund	HDFC Multi-Asset Allocation Fund - Growth Option	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹5149 Cr	₹94 Cr
Min Investment	₹100	₹
Min SIP Invesment	₹100	₹500
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

Scheme Name	HDFC Multi-Asset Allocation Fund - Growth Option	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month	0.84%	1.87%
6 Month	6.38%	-0.54%
1 Year	10.91%	-9.21%
3 Year	14.39%	5.18%
5 Year	14.31%	-

Scheme Name	HDFC Multi-Asset Allocation Fund - Growth Option	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month	3.52%	-
1 Year	16.17%	6.66%
3 Year	14.43%	0.77%
5 Year	13.63%	2.7%

Scheme Name	HDFC Multi-Asset Allocation Fund - Growth Option	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year	8.87%	4.62%
3 Year	10.7%	6.27%
5 Year	10.03%	4.15%

Scheme Name	HDFC Multi-Asset Allocation Fund - Growth Option	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation	5.88%	9.54%
Sharp	1.20%	-0.11%
Beta	-	-
Alpha	-	-

Scheme Name	HDFC Multi-Asset Allocation 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 Allocation Fund - Growth Option	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Scheme Name	HDFC Multi-Asset Allocation Fund - Growth Option	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	35.19	62.12
Large Cap	54.37	7.18
Small Cap	6.94	21.61
Mid Cap	3.49	9.09

Scheme Name	HDFC Multi-Asset Allocation Fund - Growth Option	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	32.15	59.05
Energy	6.83	-
Technology	5.42	12.16
Industrials	4.64	4.21
Consumer Defensive	3.42	2.85
Basic Materials	3.67	-
Financial Services	22.77	17.78
Real Estate	2.37	-
Healthcare	5.38	-
Consumer Cyclical	8.03	3.95
Utilities	2.04	-
Communication Services	3.27	-