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Motilal Oswal Multi Asset Fund vs UTI Multi Asset Allocation Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹96 Cr | ₹5079 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 04 Aug 2020 | 17 Dec 2008 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
| Turn Over | 70% | 270% |
| Expense Ratio | 2.03 | 1.77 |
| Manager | Rakesh Shetty | Sunil Madhukar Patil |
| ISIN Code | INF247L01AJ6 | INF789F01AP6 |
| Exits Load | Motilal Oswal Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.15% | 1.78% |
| 6 Month | -6.92% | 3.93% |
| 1 Year | -6.2% | 8.58% |
| 3 Year | 4.58% | 20.42% |
| 5 Year | - | 19.01% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.32% | 4.16% |
| 1 Year | -12.59% | 6.69% |
| 3 Year | 0.35% | 19.63% |
| 5 Year | - | 17.13% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.52% | 9.35% |
| 3 Year | 6.75% | 8.78% |
| 5 Year | - | 8.16% |
Risk Management
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.567% | 8.04% |
| Sharp | -0.297% | 1.23% |
| Beta | - | 0.89% |
| Alpha | - | 5.95% |
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Fund Managers
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rakesh Shetty | Sunil Madhukar Patil |
| Total AUM | ₹33886 Cr | ₹6910 Cr |
| Funds Managed | 19 | 4 |
| Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 56.76 | 34.26 |
| Mid Cap | 13.68 | 13.48 |
| Large Cap | 6.26 | 48.18 |
| Small Cap | 23.31 | 0 |
Sector Allocation
| Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 56.76 | 34.26 |
| Technology | 10.61 | - |
| Industrials | 3.74 | - |
| Financial Services | 22.82 | - |
| Consumer Cyclical | 3.73 | - |
| Consumer Defensive | 2.34 | - |
| Petroleum Products | - | 3.23 |
| IT - Software | - | 9.48 |
| Pharmaceuticals & Biotechnology | - | 4.73 |
| Personal Products | - | 1.57 |
| Construction | - | 0 |
| Finance | - | 1.41 |
| Consumer Durables | - | 5.05 |
| Banks | - | 4.72 |
| Diversified FMCG | - | 3.86 |
| Electrical Equipment | - | 0.71 |
| Leisure Services | - | 1.33 |
| Healthcare Services | - | 0.63 |
| Aerospace & Defense | - | -0.01 |
| Automobiles | - | 4.09 |
| Insurance | - | 1.2 |
| Capital Markets | - | 0 |
| Gas | - | 0.31 |
| Fertilizers & Agrochemicals | - | 0.49 |
| Agricultural Food & other Products | - | 0.53 |
| Diversified Metals | - | 1.5 |
| Food Products | - | 1.61 |
| Realty | - | 0.36 |
| Oil | - | 0.38 |
| Industrial Products | - | 0.66 |
| Auto Components | - | 1.21 |
| Chemicals & Petrochemicals | - | 0.62 |
| Telecom - Services | - | 3.14 |
| Financial Technology (Fintech) | - | 0.78 |
| Cement & Cement Products | - | 1.05 |
| Consumable Fuels | - | 0 |
| Transport Services | - | 0.98 |
| Retailing | - | 4.5 |
| Textiles & Apparels | - | 0.48 |
| Power | - | 0.36 |
| Beverages | - | 0.7 |
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