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Motilal Oswal Multi Asset Fund vs HDFC Multi compare

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tortoise-icon HDFC Multi-Asset Allocation Fund - Growth Option

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tortoise-icon Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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Chart Comparison

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

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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