Motilal Oswal Multi Asset Fund vs Nippon India Multi Asset Fund compare
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹9601 Cr | ₹94 Cr |
| Min Investment | ₹5000 | ₹ |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 27 Aug 2020 | 04 Aug 2020 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI | NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index |
| Turn Over | 66% | 70% |
| Expense Ratio | 1.49 | 2.03 |
| Manager | Ashutosh Bhargava | Rakesh Shetty |
| ISIN Code | INF204KB16V0 | INF247L01AJ6 |
| Exits Load | Nippon India Multi Asset Allocation 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 | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.32% | 1.87% |
| 6 Month | 10.13% | -0.54% |
| 1 Year | 19.47% | -9.21% |
| 3 Year | 20.79% | 5.18% |
| 5 Year | 16.68% | - |
SIP Return Analysis
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.46% | - |
| 1 Year | 26.41% | 6.7% |
| 3 Year | 20.78% | 0.63% |
| 5 Year | 18.45% | 2.67% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.99% | 4.62% |
| 3 Year | 16.33% | 6.27% |
| 5 Year | 17.86% | 4.15% |
Risk Management
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.39% | 9.54% |
| Sharp | 1.65% | -0.11% |
| Beta | 0.9% | - |
| Alpha | 6.17% | - |
Fund Managers
| Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Ashutosh Bhargava | Rakesh Shetty |
| Total AUM | ₹121448 Cr | ₹33886 Cr |
| Funds Managed | 12 | 19 |
| Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 47.35 | 62.12 |
| Large Cap | 35.86 | 7.18 |
| Mid Cap | 11.28 | 9.09 |
| Small Cap | 5.51 | 21.61 |
Sector Allocation
| Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 44.39 | 59.05 |
| Energy | 2.67 | - |
| Technology | 5.94 | 12.16 |
| Industrials | 6.3 | 4.21 |
| Basic Materials | 3.5 | - |
| Consumer Cyclical | 8.46 | 3.95 |
| Consumer Defensive | 3 | 2.85 |
| Real Estate | 0.91 | - |
| Financial Services | 17.6 | 17.78 |
| Utilities | 3.19 | - |
| Healthcare | 2.65 | - |
| Communication Services | 1.37 | - |
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