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Motilal Oswal Multi Asset Fund vs Axis Multi Asset Allocation Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹94 Cr | ₹1786 Cr |
| Min Investment | ₹ | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 04 Aug 2020 | 23 Aug 2010 |
| 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 | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
| Turn Over | 70% | 64.15% |
| Expense Ratio | 2.03 | 2.1 |
| Manager | Rakesh Shetty | R Sivakumar |
| ISIN Code | INF247L01AJ6 | INF846K01768 |
| 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 | Axis Multi Asset Allocation 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 | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.87% | 1.02% |
| 6 Month | -0.54% | 9.96% |
| 1 Year | -9.21% | 12.15% |
| 3 Year | 5.18% | 13.78% |
| 5 Year | - | 11.65% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | 5.59% |
| 1 Year | 6.66% | 23.27% |
| 3 Year | 0.77% | 16.14% |
| 5 Year | 2.7% | 12.72% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 4.62% | 9.32% |
| 3 Year | 6.27% | 9.07% |
| 5 Year | 4.15% | 9.22% |
Risk Management
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.54% | 9.95% |
| Sharp | -0.11% | 0.86% |
| Beta | - | 0.96% |
| Alpha | - | 0.24% |
Fund Managers
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rakesh Shetty | R Sivakumar |
| Total AUM | ₹33886 Cr | ₹9709 Cr |
| Funds Managed | 19 | 10 |
| Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 62.12 | 36.33 |
| Mid Cap | 9.09 | 13.51 |
| Large Cap | 7.18 | 40.43 |
| Small Cap | 21.61 | 9.73 |
Sector Allocation
| Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 59.05 | 27.73 |
| Technology | 12.16 | 6.06 |
| Industrials | 4.21 | 10.49 |
| Financial Services | 17.78 | 17.27 |
| Consumer Cyclical | 3.95 | 15.3 |
| Consumer Defensive | 2.85 | 3.98 |
| Energy | - | 1.35 |
| Healthcare | - | 6.77 |
| Basic Materials | - | 5.8 |
| Real Estate | - | 1.81 |
| Utilities | - | 0.08 |
| Communication Services | - | 3.34 |
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