Motilal Oswal Multi Asset Fund vs HDFC Multi compare
HDFC Multi-Asset Allocation Fund - Growth Option
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Multi-Asset Allocation Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Multi-Asset Allocation Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹5149 Cr | ₹94 Cr |
| Min Investment | ₹100 | ₹ |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 17 Aug 2005 | 04 Aug 2020 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Domestic Price of Gold,NIFTY 50 Hybrid Composite Debt 65:35 | NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index |
| Turn Over | 26.35% | 70% |
| Expense Ratio | 1.91 | 2.03 |
| Manager | Anil Bamboli | Rakesh Shetty |
| ISIN Code | INF179K01AP0 | INF247L01AJ6 |
| Exits Load | HDFC Multi-Asset Fund - 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 | HDFC Multi-Asset Allocation Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.48% | 1.87% |
| 6 Month | 5.97% | -0.54% |
| 1 Year | 11.38% | -9.21% |
| 3 Year | 14.41% | 5.18% |
| 5 Year | 13.51% | - |
SIP Return Analysis
| Scheme Name | HDFC Multi-Asset Allocation Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.52% | - |
| 1 Year | 16.17% | 6.66% |
| 3 Year | 14.43% | 0.77% |
| 5 Year | 13.63% | 2.7% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi-Asset Allocation Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.89% | 4.62% |
| 3 Year | 10.7% | 6.27% |
| 5 Year | 10.04% | 4.15% |
Risk Management
| Scheme Name | HDFC Multi-Asset Allocation Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 5.88% | 9.54% |
| Sharp | 1.20% | -0.11% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Multi-Asset Allocation Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Anil Bamboli | Rakesh Shetty |
| Total AUM | ₹135442 Cr | ₹33886 Cr |
| Funds Managed | 12 | 19 |
| HDFC Multi-Asset Allocation Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Multi-Asset Allocation Fund - Growth Option |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.33 | 62.12 |
| Large Cap | 55.41 | 7.18 |
| Small Cap | 6.78 | 21.61 |
| Mid Cap | 3.47 | 9.09 |
Sector Allocation
| Scheme Name |
HDFC Multi-Asset Allocation Fund - Growth Option |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.29 | 59.05 |
| Energy | 6.92 | - |
| Technology | 5.66 | 12.16 |
| Industrials | 4.96 | 4.21 |
| Basic Materials | 3.3 | - |
| Consumer Defensive | 3.31 | 2.85 |
| Financial Services | 23.36 | 17.78 |
| Real Estate | 2.02 | - |
| Healthcare | 5.54 | - |
| Consumer Cyclical | 8.35 | 3.95 |
| Utilities | 2.01 | - |
| Communication Services | 3.28 | - |
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