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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 | Average |
| Asset Size (Cr) | ₹10484 Cr | ₹94 Cr |
| Min Investment | ₹5000 | ₹ |
| Min SIP Invesment | ₹500 | ₹0 |
| 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 | 1.18% | 1.87% |
| 6 Month | 12.07% | -0.54% |
| 1 Year | 12.99% | -9.21% |
| 3 Year | 17.47% | 5.18% |
| 5 Year | 15.28% | - |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.99% | -0.26% |
| 1 Year | 20.16% | 1.78% |
| 3 Year | 16.83% | -0.17% |
| 5 Year | 15.47% | 2.1% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.73% | 4.62% |
| 3 Year | 8.83% | 6.27% |
| 5 Year | 9.37% | 4.15% |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.84% | 9.54% |
| Sharp | 1.47% | -0.11% |
| Beta | - | - |
| Alpha | - | - |
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 | 58.89 | 62.12 |
| Large Cap | 19.69 | 7.18 |
| Mid Cap | 8 | 9.09 |
| Small Cap | 13.41 | 21.61 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 54.57 | 59.05 |
| Energy | 3.72 | - |
| Technology | 4.06 | 12.16 |
| Consumer Defensive | 3.31 | 2.85 |
| Consumer Cyclical | 6.37 | 3.95 |
| Financial Services | 14.35 | 17.78 |
| Real Estate | 5.02 | - |
| Industrials | 2.12 | 4.21 |
| Healthcare | 0.87 | - |
| Basic Materials | 3.76 | - |
| Utilities | 1.49 | - |
| Communication Services | 0.36 | - |
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