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) | ₹8722 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 | 1.26% | 1.87% |
| 6 Month | 10.79% | -0.54% |
| 1 Year | 14.99% | -9.21% |
| 3 Year | 19.17% | 5.18% |
| 5 Year | 17.1% | - |
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 | 6.03% | 0.76% |
| 1 Year | 25.09% | 5.55% |
| 3 Year | 20.42% | 0.83% |
| 5 Year | 18.12% | 2.75% |
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 | 14.99% | 4.62% |
| 3 Year | 16.26% | 6.27% |
| 5 Year | 18.02% | 4.15% |
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 | 7.68% | 9.54% |
| Sharp | 1.61% | -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 | 47.36 | 62.12 |
| Large Cap | 35.43 | 7.18 |
| Mid Cap | 11.76 | 9.09 |
| Small Cap | 5.44 | 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 | 44.66 | 59.05 |
| Energy | 2.28 | - |
| Technology | 5.53 | 12.16 |
| Industrials | 6.32 | 4.21 |
| Basic Materials | 3.69 | - |
| Consumer Cyclical | 8.04 | 3.95 |
| Consumer Defensive | 3.34 | 2.85 |
| Real Estate | 0.97 | - |
| Financial Services | 17.43 | 17.78 |
| Utilities | 3.67 | - |
| Healthcare | 2.6 | - |
| Communication Services | 1.48 | - |
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