SBI Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare

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SBI Multi Asset Allocation Fund - Regular Plan - Growth

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Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	Average
Asset Size (Cr)	₹12012 Cr	₹94 Cr
Min Investment	₹5000	₹
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

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month	1.88%	1.87%
6 Month	10.2%	-0.54%
1 Year	15.12%	-9.21%
3 Year	17.53%	5.18%
5 Year	14.8%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month	5.97%	-
1 Year	24.13%	6.66%
3 Year	17.97%	0.77%
5 Year	16.24%	2.7%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year	8.75%	4.62%
3 Year	8.86%	6.27%
5 Year	9.38%	4.15%

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation	6.81%	9.54%
Sharp	1.56%	-0.11%
Beta	0.76%	-
Alpha	5.21%	-

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

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	57.15	62.12
Large Cap	20.74	7.18
Mid Cap	8.26	9.09
Small Cap	13.84	21.61

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	52.63	59.05
Energy	4.23	-
Technology	3.89	12.16
Consumer Defensive	3.62	2.85
Consumer Cyclical	6.24	3.95
Financial Services	15.4	17.78
Real Estate	4.75	-
Industrials	2.13	4.21
Healthcare	0.9	-
Basic Materials	3.95	-
Utilities	1.9	-
Communication Services	0.36	-