Nippon India Multi Asset Fund vs Motilal Oswal 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) | ₹6649 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 | 0.29% | 1.87% |
6 Month | 11.53% | -0.54% |
1 Year | 10.14% | -9.21% |
3 Year | 17.28% | 5.18% |
5 Year | - | - |
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 | 4.78% | 4.36% |
1 Year | 13.46% | -0.95% |
3 Year | 18.21% | 1.9% |
5 Year | - | 3.28% |
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 | 8.11% | 9.54% |
Sharp | 1.32% | -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 | 43.78 | 62.12 |
Large Cap | 36.41 | 7.18 |
Mid Cap | 13.02 | 9.09 |
Small Cap | 6.79 | 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 | 41.77 | 59.05 |
Energy | 3.7 | - |
Technology | 4.72 | 12.16 |
Industrials | 7.56 | 4.21 |
Basic Materials | 3.53 | - |
Consumer Cyclical | 6.61 | 3.95 |
Real Estate | 1.27 | - |
Financial Services | 19.26 | 17.78 |
Utilities | 4.23 | - |
Healthcare | 3 | - |
Consumer Defensive | 2.93 | 2.85 |
Communication Services | 1.44 | - |
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