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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) | ₹11306 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.24% | 1.87% |
| 6 Month | 10.44% | -0.54% |
| 1 Year | 15.61% | -9.21% |
| 3 Year | 17.17% | 5.18% |
| 5 Year | 15.01% | - |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6% | 0.76% |
| 1 Year | 22.78% | 5.55% |
| 3 Year | 17.68% | 0.83% |
| 5 Year | 16.1% | 2.75% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.74% | 4.62% |
| 3 Year | 8.85% | 6.27% |
| 5 Year | 9.38% | 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 | 6.81% | 9.54% |
| Sharp | 1.58% | -0.11% |
| Beta | 0.76% | - |
| Alpha | 5.12% | - |
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 | 56.37 | 62.12 |
| Large Cap | 21.16 | 7.18 |
| Mid Cap | 8.29 | 9.09 |
| Small Cap | 14.19 | 21.61 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 52.11 | 59.05 |
| Energy | 4.29 | - |
| Technology | 3.97 | 12.16 |
| Consumer Defensive | 3.74 | 2.85 |
| Consumer Cyclical | 6.37 | 3.95 |
| Financial Services | 15.17 | 17.78 |
| Real Estate | 4.99 | - |
| Industrials | 2.23 | 4.21 |
| Healthcare | 0.88 | - |
| Basic Materials | 3.89 | - |
| Utilities | 1.98 | - |
| Communication Services | 0.37 | - |
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