Motilal Oswal Multi Asset Fund vs Edelweiss Multi Asset Allocation Fund compare

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Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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Edelweiss Multi Asset Allocation Fund - Reg (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
Fund	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
Investment Plan	Growth	Growth
Level of Risk	Average	Low to Moderate
Asset Size (Cr)	₹94 Cr	₹2432 Cr
Min Investment	₹	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	04 Aug 2020	23 Jun 2023
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	CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)
Turn Over	70%	%
Expense Ratio	2.03	0.72
Manager	Rakesh Shetty	Dhawal Dalal
ISIN Code	INF247L01AJ6	INF754K01RO7
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	Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month	1.87%	0.22%
6 Month	-0.54%	2.32%
1 Year	-9.21%	6.98%
3 Year	5.18%	-
5 Year	-	-

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month	-	1.09%
1 Year	5.67%	5.4%
3 Year	-0.01%	-
5 Year	2.29%	-

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year	5.21%	7.94%
3 Year	6.4%	-
5 Year	-	-

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation	9.54%	-
Sharp	-0.11%	-
Beta	-	-
Alpha	-	-

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
Name	Rakesh Shetty	Dhawal Dalal
Total AUM	₹33886 Cr	₹25974 Cr
Funds Managed	19	12
	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	62.12	37.91
Mid Cap	9.09	7.71
Large Cap	7.18	19.84
Small Cap	21.61	0.39

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Edelweiss Multi Asset Allocation Fund - Reg (G)
Others	59.05	37.91
Technology	12.16	-
Industrials	4.21	-
Financial Services	17.78	-
Consumer Cyclical	3.95	-
Consumer Defensive	2.85	-
Petroleum Products	-	3.29
IT - Software	-	0.93
Personal Products	-	0.06
Construction	-	0.15
Ferrous Metals	-	0.34
Healthcare Services	-	0.41
Banks	-	7.4
Finance	-	1.09
Non - Ferrous Metals	-	0.84
Electrical Equipment	-	0.16
Pharmaceuticals & Biotechnology	-	1
Cement & Cement Products	-	1.12
Aerospace & Defense	-	1.11
Realty	-	0.21
Insurance	-	0.25
Automobiles	-	1.22
Capital Markets	-	0.18
Power	-	0.18
Telecom - Services	-	4.65
Agricultural Food & other Products	-	0.42
Diversified Metals	-	0.38
Oil	-	0.11
Food Products	-	0.05
Industrial Manufacturing	-	0.15
Consumer Durables	-	0.26
Chemicals & Petrochemicals	-	0.08
Gas	-	0.01
Financial Technology (Fintech)	-	0.15
Industrial Products	-	0.11
Transport Services	-	0.16
Transport Infrastructure	-	0.15
Retailing	-	1.06
Auto Components	-	0.24
Leisure Services	-	0.01
Beverages	-	0.01