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)	₹9819 Cr	₹94 Cr
Min Investment	₹5000	₹
Min SIP Invesment	₹500	₹0
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	2.71%	1.87%
6 Month	12.3%	-0.54%
1 Year	7.84%	-9.21%
3 Year	15.64%	5.18%
5 Year	14.63%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month	4.2%	3.25%
1 Year	14.75%	1.43%
3 Year	15.83%	1.57%
5 Year	14.78%	3.07%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year	8.73%	5.17%
3 Year	8.71%	6.38%
5 Year	9.35%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation	6.71%	9.54%
Sharp	1.19%	-0.11%
Beta	-	-
Alpha	-	-

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	57.77	62.12
Large Cap	20.47	7.18
Mid Cap	7.73	9.09
Small Cap	14.03	21.61

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	52.97	59.05
Energy	3.93	-
Technology	4.46	12.16
Consumer Defensive	3.86	2.85
Consumer Cyclical	6.46	3.95
Financial Services	13.53	17.78
Real Estate	5.09	-
Industrials	2.59	4.21
Healthcare	1.01	-
Basic Materials	4.08	-
Utilities	1.63	-
Communication Services	0.39	-