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	Very High
Asset Size (Cr)	₹6591 Cr	₹104 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	1.46	2.07
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	-0.55%	-6.71%
6 Month	0.3%	-13.74%
1 Year	10.43%	-7.31%
3 Year	13.64%	2.47%
5 Year	13.25%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	6.25%	-14.41%
3 Year	15.74%	1.73%
5 Year	14.59%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year	8.69%	6.52%
3 Year	8.58%	6.75%
5 Year	9.29%	-

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation	6.81%	4.89%
Sharp	1.21%	0.34%
Beta	0.63%	0.34%
Alpha	4.59%	-0.23%

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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
Fund Manage	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	60.91	57.06
Large Cap	14.35	11.72
Small Cap	14.53	16.7
Mid Cap	10.21	14.49

Scheme Name	SBI Multi Asset Allocation Fund - Regular Plan - Growth	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	60.91	17.16
Petroleum Products	0.85	-
IT - Software	3.64	-
Capital Markets	1.31	-
Banks	7.02	-
Realty	2.67	-
Consumer Durables	2.37	-
Pharmaceuticals & Biotechnology	0.76	-
Leisure Services	1.39	-
Insurance	1.84	3.15
Transport Infrastructure	0.49	-
Ferrous Metals	0.99	-
Cement & Cement Products	1.02	-
Finance	0.96	-
Gas	1.32	-
IT - Services	1.09	-
Entertainment	0.18	-
Oil	1.01	-
Food Products	0.61	-
Construction	1.59	1.86
Auto Components	1.39	-
Transport Services	1.58	-
Retailing	1.46	-
Telecom - Services	0.39	-
Power	0.86	-
Personal Products	1.07	-
Fertilizers & Agrochemicals	0.26	-
Beverages	0.39	-
Textiles & Apparels	0.58	-
Technology	-	4.81
Financial	-	38.16
Healthcare	-	1.18
Services	-	5.94
Chemicals	-	3.15
Automobile	-	8.01
Materials	-	1.71
Unclassified	-	14.84