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) | ₹117 Cr | ₹74 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 FoF | Domestic 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 | 1.54% | 1.27% |
| 6 Month | 9.02% | 7.62% |
| 1 Year | 16.35% | 15.25% |
| 3 Year | 18.18% | 14.7% |
| 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 | 5.53% | 4.57% |
| 1 Year | 22.86% | 18.55% |
| 3 Year | 18.38% | 15.3% |
| 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 | 12.08% | 10.76% |
| 3 Year | 13.96% | 10.56% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Motilal Oswal Asset Allocation FOF- A- Regular Growth | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| Standard Deviation | 8.85% | 5.77% |
| Sharp | 0.86% | 0.76% |
| Beta | 0.74% | 0.47% |
| Alpha | 1.9% | 0.73% |
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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