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) | ₹7759 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 | 3.62% | 1.87% |
6 Month | 15.68% | -0.54% |
1 Year | 14.72% | -9.21% |
3 Year | 21.82% | 5.18% |
5 Year | 18.69% | - |
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 | 7.59% | 1.59% |
1 Year | 26.96% | 3.27% |
3 Year | 21.35% | 1.09% |
5 Year | 18.53% | 2.88% |
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 | 15.31% | 4.62% |
3 Year | 16.11% | 6.27% |
5 Year | 17.91% | 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 | 7.75% | 9.54% |
Sharp | 1.63% | -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 | 47.16 | 62.12 |
Large Cap | 34.99 | 7.18 |
Mid Cap | 12.47 | 9.09 |
Small Cap | 5.38 | 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 | 44.68 | 59.05 |
Energy | 2.36 | - |
Technology | 5.52 | 12.16 |
Industrials | 5.99 | 4.21 |
Basic Materials | 4 | - |
Consumer Cyclical | 7.74 | 3.95 |
Consumer Defensive | 3.34 | 2.85 |
Real Estate | 1.01 | - |
Financial Services | 17.36 | 17.78 |
Utilities | 4.03 | - |
Healthcare | 2.76 | - |
Communication Services | 1.21 | - |
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