Motilal Oswal Asset Allocation FOF vs Motilal Oswal Asset Allocation FOF compare
Motilal Oswal Asset Allocation FOF- A- Regular Growth
Motilal Oswal Asset Allocation FOF- C- Regular Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Asset Allocation FOF- A- Regular Growth | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
---|---|---|
Fund | Motilal Oswal Asset Allocation FOF- A- Regular Growth | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | High |
Asset Size (Cr) | ₹95 Cr | ₹60 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 12 Mar 2021 | 12 Mar 2021 |
Category | Domestic Hybrid FoF | Domestic Hybrid FoF |
Fund Type | Open Ended | Open Ended |
Benchmark | 500 TRI,Domestic Price of Gold,NIFTY 500 TRI,Nifty 5yr Benchmark G-Sec TRI | BSE India Bond Index |
Turn Over | 36% | 36% |
Expense Ratio | 0.52 | 0.49 |
Manager | Rouhak Shah | Rouhak Shah |
ISIN Code | INF247L01AM0 | INF247L01AO6 |
Exits Load | Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 | Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Asset Allocation FOF- A- Regular Growth | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
---|---|---|
1 Month | 3.3% | 2.34% |
6 Month | 14.77% | 11.16% |
1 Year | 9.52% | 10.02% |
3 Year | 17% | 13.81% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Asset Allocation FOF- A- Regular Growth | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
---|---|---|
6 Month | 5.38% | 3.67% |
1 Year | 17.14% | 14.5% |
3 Year | 17.24% | 14.19% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Asset Allocation FOF- A- Regular Growth | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
---|---|---|
1 Year | 12.48% | 10.91% |
3 Year | 13.8% | 10.49% |
5 Year | - | - |
Risk Management
Scheme Name | Motilal Oswal Asset Allocation FOF- A- Regular Growth | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
---|---|---|
Standard Deviation | 7.78% | 4.85% |
Sharp | 1.04% | 1.14% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Motilal Oswal Asset Allocation FOF- A- Regular Growth | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
---|---|---|
Name | Rouhak Shah | Rouhak Shah |
Total AUM | ₹105 Cr | ₹105 Cr |
Funds Managed | 2 | 2 |
Motilal Oswal Asset Allocation FOF- A- Regular Growth | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
Market Cap
Scheme Name |
Motilal Oswal Asset Allocation FOF- A- Regular Growth |
Motilal Oswal Asset Allocation FOF- C- Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Motilal Oswal Asset Allocation FOF- A- Regular Growth |
Motilal Oswal Asset Allocation FOF- C- Regular Growth |
---|---|---|
Others | 100 | 100 |
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