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) | ₹10661 Cr | ₹94 Cr |
| Min Investment | ₹5000 | ₹ |
| Min SIP Invesment | ₹100 | ₹500 |
| 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 | 6.15% | 1.87% |
| 6 Month | 16.92% | -0.54% |
| 1 Year | 29.17% | -9.21% |
| 3 Year | 22.86% | 5.18% |
| 5 Year | 18.37% | - |
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 | 3.75% | - |
| 1 Year | 21.47% | 5.37% |
| 3 Year | 19.18% | -0.57% |
| 5 Year | 17.67% | 1.97% |
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 | 15.25% | 5.21% |
| 3 Year | 16.42% | 6.4% |
| 5 Year | 17.53% | - |
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 | 7.73% | 9.54% |
| Sharp | 1.89% | -0.11% |
| Beta | 0.89% | - |
| Alpha | 6.61% | - |
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 | 50.45 | 62.12 |
| Large Cap | 33.58 | 7.18 |
| Mid Cap | 10.74 | 9.09 |
| Small Cap | 5.23 | 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 | 46.9 | 59.05 |
| Energy | 3.16 | - |
| Technology | 4.97 | 12.16 |
| Industrials | 5.87 | 4.21 |
| Basic Materials | 3.43 | - |
| Consumer Cyclical | 7.94 | 3.95 |
| Consumer Defensive | 2.68 | 2.85 |
| Real Estate | 0.85 | - |
| Financial Services | 16.85 | 17.78 |
| Utilities | 3.4 | - |
| Healthcare | 2.7 | - |
| Communication Services | 1.24 | - |
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