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)	₹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

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%	-

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%	-

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%	-

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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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	57.76	59.8
Large Cap	22.61	7.13
Small Cap	14.58	21.57
Mid Cap	5.06	11.49

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	-