Tata Multi Asset Opportunities Fund vs Motilal Oswal Multi Asset Fund compare

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Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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Tata Multi Asset Allocation Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Fund	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹94 Cr	₹4048 Cr
Min Investment	₹	₹5000
Min SIP Invesment	₹0	₹100
Min Addl Investment	₹500	₹1000
Launch Date	04 Aug 2020	04 Mar 2020
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index	CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over	70%	16.78%
Expense Ratio	2.03	1.87
Manager	Rakesh Shetty	Rahul Singh
ISIN Code	INF247L01AJ6	INF277K012Z5
Exits Load	Motilal Oswal Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Multi Asset Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Month	1.87%	2.43%
6 Month	-0.54%	13.76%
1 Year	-9.21%	5.3%
3 Year	5.18%	14.56%
5 Year	-	16.68%

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
6 Month	3.25%	3.72%
1 Year	1.43%	13.18%
3 Year	1.57%	14.08%
5 Year	3.07%	13.92%

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Year	5.17%	16.1%
3 Year	6.38%	15.69%
5 Year	-	18.65%

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Standard Deviation	9.54%	7.86%
Sharp	-0.11%	0.86%
Beta	-	-
Alpha	-	-

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Name	Rakesh Shetty	Rahul Singh
Total AUM	₹33886 Cr	₹19760 Cr
Funds Managed	19	9
	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Others	62.12	36.36
Mid Cap	9.09	6.89
Large Cap	7.18	42.96
Small Cap	21.61	13.79

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Others	59.05	34.37
Technology	12.16	3.54
Industrials	4.21	7.48
Financial Services	17.78	22.94
Consumer Cyclical	3.95	5.27
Consumer Defensive	2.85	0.9
Energy	-	4.65
Basic Materials	-	5.97
Healthcare	-	5.7
Communication Services	-	4.71
Utilities	-	2.8
Real Estate	-	1.69