Mirae Asset Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Mirae Asset Multi Asset Allocation Fund-Reg (G)
Chart Comparison
Overview
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Fund | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹94 Cr | ₹1991 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 04 Aug 2020 | 31 Jan 2024 |
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 | 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri |
Turn Over | 70% | % |
Expense Ratio | 2.03 | 2.01 |
Manager | Rakesh Shetty | Harshad Borawake |
ISIN Code | INF247L01AJ6 | INF769K01KW3 |
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 | Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
1 Month | -0.23% | 2.12% |
6 Month | -5.82% | 7.72% |
1 Year | -10.32% | 10.43% |
3 Year | 4.93% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
6 Month | 3.86% | 7.33% |
1 Year | -7.42% | 16.37% |
3 Year | 0.78% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
1 Year | 5.72% | 11.49% |
3 Year | 6.53% | - |
5 Year | - | - |
Risk Management
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Standard Deviation | 9.63% | - |
Sharp | -0.19% | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Name | Rakesh Shetty | Harshad Borawake |
Total AUM | ₹33886 Cr | ₹0 Cr |
Funds Managed | 19 | 3 |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Market Cap
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 59.8 | 34.98 |
Mid Cap | 11.49 | 6.17 |
Large Cap | 7.13 | 49.95 |
Small Cap | 21.57 | 8.91 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 59.8 | 32.8 |
Technology | 11.49 | 5.62 |
Industrials | 4.36 | 7.11 |
Financial Services | 17.68 | 21.37 |
Consumer Cyclical | 3.92 | 7.6 |
Consumer Defensive | 2.74 | 3.62 |
Energy | - | 3.84 |
Utilities | - | 3.35 |
Basic Materials | - | 5.58 |
Healthcare | - | 4.02 |
Real Estate | - | 1.47 |
Communication Services | - | 3.61 |
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