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

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SBI Multi Asset Allocation Fund - Regular Plan - Growth

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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	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Fund	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹12012 Cr	₹94 Cr
Min Investment	₹5000	₹
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	21 Dec 2005	04 Aug 2020
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold	NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index
Turn Over	252%	70%
Expense Ratio	1.44	2.03
Manager	Pradeep Kesavan	Rakesh Shetty
ISIN Code	INF200K01800	INF247L01AJ6
Exits Load	SBI Multi Asset Allocation Fund - Regular Plan - 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

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month	1.87%	1.87%
6 Month	10.33%	-0.54%
1 Year	16.86%	-9.21%
3 Year	17.59%	5.18%
5 Year	14.65%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month	5.71%	-
1 Year	22.83%	5.26%
3 Year	17.83%	0.54%
5 Year	16.3%	2.66%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year	8.76%	4.62%
3 Year	8.88%	6.27%
5 Year	9.39%	4.15%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation	6.81%	9.54%
Sharp	1.56%	-0.11%
Beta	0.76%	-
Alpha	5.21%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Name	Pradeep Kesavan	Rakesh Shetty
Total AUM	₹434274 Cr	₹33886 Cr
Funds Managed	43	19
	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	57.3	62.12
Large Cap	20.34	7.18
Mid Cap	8.61	9.09
Small Cap	13.75	21.61

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	52.86	59.05
Energy	4.1	-
Technology	3.89	12.16
Consumer Defensive	3.51	2.85
Consumer Cyclical	6.29	3.95
Financial Services	15.42	17.78
Real Estate	4.68	-
Industrials	2.19	4.21
Healthcare	1.18	-
Basic Materials	3.76	-
Utilities	1.79	-
Communication Services	0.35	-