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

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tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month 1.73% -0.99%
6 Month 7.7% -5.36%
1 Year 8.32% -10.66%
3 Year 18.02% 4.7%
5 Year 14.93% -

SIP Return Analysis

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% -

Rolling Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year 8.71% 5.72%
3 Year 8.65% 6.53%
5 Year 9.32% -

Risk Management

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

Sector Allocation

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 -

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