Motilal Oswal Multi Asset Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹5213 Cr | ₹94 Cr |
| Min Investment | ₹500 | ₹ |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 31 Jan 2023 | 04 Aug 2020 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) | NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index |
| Turn Over | 0.0% | 70% |
| Expense Ratio | 1.85 | 2.03 |
| Manager | Dhaval Joshi | Rakesh Shetty |
| ISIN Code | INF209KB12R6 | INF247L01AJ6 |
| Exits Load | Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - 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 | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.63% | 1.87% |
| 6 Month | 10.2% | -0.54% |
| 1 Year | 14.86% | -9.21% |
| 3 Year | - | 5.18% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.1% | - |
| 1 Year | 24.94% | 6.66% |
| 3 Year | - | 0.77% |
| 5 Year | - | 2.7% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.47% | 4.62% |
| 3 Year | - | 6.27% |
| 5 Year | - | 4.15% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 9.54% |
| Sharp | - | -0.11% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Rakesh Shetty |
| Total AUM | ₹361932 Cr | ₹33886 Cr |
| Funds Managed | 55 | 19 |
| Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 39.67 | 62.12 |
| Large Cap | 42.62 | 7.18 |
| Mid Cap | 12.38 | 9.09 |
| Small Cap | 5.33 | 21.61 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30 | 59.05 |
| Energy | 5.73 | - |
| Technology | 7.54 | 12.16 |
| Consumer Cyclical | 6.53 | 3.95 |
| Industrials | 7.47 | 4.21 |
| Financial Services | 19.56 | 17.78 |
| Consumer Defensive | 5.95 | 2.85 |
| Basic Materials | 4.17 | - |
| Real Estate | 4.02 | - |
| Healthcare | 4.02 | - |
| Utilities | 1.92 | - |
| Communication Services | 3.1 | - |
Top Comparisons
SBI Focused Fund - Regular Plan -Growth
3Y Returns17.49%
DSP Focused Fund - Regular Plan - Growth
3Y Returns18.59%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Invesco India Multicap Fund - Growth Option
3Y Returns16.27%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns15.48%
Quant Large and Mid Cap Fund-Growth
3Y Returns14.27%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.3%