SBI Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8395 Cr | ₹94 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 21 Dec 2005 | 04 Aug 2020 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold | NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index |
Turn Over | 252% | 70% |
Expense Ratio | 1.44 | 2.03 |
Manager | Pradeep Kesavan | Rakesh Shetty |
ISIN Code | INF200K01800 | INF247L01AJ6 |
Exits Load | SBI Multi Asset Allocation Fund - Regular Plan - 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 | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.73% | -0.99% |
6 Month | 7.7% | -5.36% |
1 Year | 8.32% | -10.66% |
3 Year | 18.02% | 4.7% |
5 Year | 14.93% | - |
SIP Return Analysis
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.44% | 3.86% |
1 Year | 15.36% | -7.42% |
3 Year | 17.04% | 0.78% |
5 Year | 15.38% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.71% | 5.72% |
3 Year | 8.65% | 6.53% |
5 Year | 9.32% | - |
Risk Management
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 6.95% | 9.54% |
Sharp | 1.58% | -0.11% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Rakesh Shetty |
Total AUM | ₹434274 Cr | ₹33886 Cr |
Funds Managed | 43 | 19 |
SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Others | 57.76 | 59.8 |
Large Cap | 22.61 | 7.13 |
Small Cap | 14.58 | 21.57 |
Mid Cap | 5.06 | 11.49 |
Sector Allocation
Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Others | 52.77 | 59.8 |
Energy | 4.57 | - |
Technology | 5.53 | 11.49 |
Consumer Defensive | 4.38 | 2.74 |
Financial Services | 12.67 | 17.68 |
Real Estate | 5.63 | - |
Industrials | 2.53 | 4.36 |
Consumer Cyclical | 6.15 | 3.92 |
Healthcare | 1.49 | - |
Basic Materials | 1.94 | - |
Utilities | 1.92 | - |
Communication Services | 0.43 | - |
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