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) | ₹6959 Cr | ₹94 Cr |
Min Investment | ₹5000 | ₹ |
Min SIP Invesment | ₹100 | ₹0 |
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 | 4.2% | 1.87% |
6 Month | 16.43% | -0.54% |
1 Year | 11% | -9.21% |
3 Year | 19.84% | 5.18% |
5 Year | 18.02% | - |
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 | 6.01% | 3.25% |
1 Year | 19.61% | 1.43% |
3 Year | 19.51% | 1.57% |
5 Year | 17.29% | 3.07% |
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 | 15.7% | 5.17% |
3 Year | 15.95% | 6.38% |
5 Year | - | - |
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 | 8.15% | 9.54% |
Sharp | 1.26% | -0.11% |
Beta | - | - |
Alpha | - | - |
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 | 45.95 | 62.12 |
Large Cap | 34.86 | 7.18 |
Mid Cap | 12.93 | 9.09 |
Small Cap | 6.26 | 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 | 43.12 | 59.05 |
Energy | 2.55 | - |
Technology | 5.35 | 12.16 |
Industrials | 7.37 | 4.21 |
Basic Materials | 3.92 | - |
Consumer Cyclical | 7.02 | 3.95 |
Consumer Defensive | 3.32 | 2.85 |
Real Estate | 1.14 | - |
Financial Services | 17.51 | 17.78 |
Utilities | 4.36 | - |
Healthcare | 3 | - |
Communication Services | 1.36 | - |
Top Comparisons
ITI Flexi Cap Fund Regular - Growth
3Y Returns0%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.19%
Kotak Banking and PSU Debt - Growth
3Y Returns7.37%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns7.03%
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.48%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.07%
HDFC Income Fund - Growth Option
3Y Returns6.91%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns6.95%