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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 | Average | Very High |
| Asset Size (Cr) | ₹94 Cr | ₹6551 Cr |
| Min Investment | ₹ | ₹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 | 1.75 |
| 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 | 1.87% | 0.85% |
| 6 Month | -0.54% | 7.33% |
| 1 Year | -9.21% | 8.9% |
| 3 Year | 5.18% | 19.37% |
| 5 Year | - | 15.35% |
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 | - | 4.38% |
| 1 Year | 6.66% | 17.57% |
| 3 Year | 0.77% | 17.53% |
| 5 Year | 2.7% | 16.9% |
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 | 4.62% | 9.04% |
| 3 Year | 6.27% | 9.14% |
| 5 Year | 4.15% | 8.32% |
Risk Management
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.54% | 8.36% |
| Sharp | -0.11% | 1.45% |
| Beta | - | 0.96% |
| Alpha | - | 6.11% |
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 | 62.12 | 35.51 |
| Mid Cap | 9.09 | 13.82 |
| Large Cap | 7.18 | 47.8 |
| Small Cap | 21.61 | 2.87 |
Sector Allocation
| Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 59.05 | 30.44 |
| Technology | 12.16 | 11.37 |
| Industrials | 4.21 | 5.41 |
| Financial Services | 17.78 | 15.73 |
| Consumer Cyclical | 3.95 | 7.16 |
| Consumer Defensive | 2.85 | 9.54 |
| Energy | - | 2.85 |
| Basic Materials | - | 6.31 |
| Healthcare | - | 5.2 |
| Real Estate | - | 3.05 |
| Communication Services | - | 2.92 |
| Utilities | - | 0.02 |
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