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) | ₹4447 Cr | ₹94 Cr |
Min Investment | ₹500 | ₹ |
Min SIP Invesment | ₹100 | ₹0 |
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 | 2.96% | 1.87% |
6 Month | 13.66% | -0.54% |
1 Year | 8.56% | -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 | 4.22% | 3.25% |
1 Year | 15.47% | 1.43% |
3 Year | - | 1.57% |
5 Year | - | 3.07% |
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 | 21.28% | 5.17% |
3 Year | - | 6.38% |
5 Year | - | - |
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 | 38.47 | 62.12 |
Large Cap | 42.3 | 7.18 |
Mid Cap | 13.01 | 9.09 |
Small Cap | 6.21 | 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 | 29.34 | 59.05 |
Energy | 5.26 | - |
Technology | 7.72 | 12.16 |
Industrials | 7.66 | 4.21 |
Financial Services | 19.84 | 17.78 |
Consumer Cyclical | 6.1 | 3.95 |
Consumer Defensive | 6.75 | 2.85 |
Basic Materials | 4.2 | - |
Real Estate | 3.77 | - |
Healthcare | 4.81 | - |
Utilities | 2.09 | - |
Communication Services | 2.46 | - |
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