Tata Multi Asset Opportunities Fund vs Motilal Oswal Multi Asset Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Fund | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹96 Cr | ₹3487 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Month | 2.93% | 2.63% |
6 Month | -7.09% | 2.64% |
1 Year | -6.77% | 7.45% |
3 Year | 5.04% | 16.74% |
5 Year | - | 18.59% |
SIP Return Analysis
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
6 Month | 4.44% | 7.03% |
1 Year | -7.24% | 10.71% |
3 Year | 1.33% | 14.88% |
5 Year | - | 14.71% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Year | 5.72% | 16.88% |
3 Year | 6.53% | 15.63% |
5 Year | - | 18.97% |
Risk Management
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 8.567% | 7.805% |
Sharp | -0.297% | 0.735% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Tata Multi Asset Opportunities 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 Opportunities Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 56.76 | 33.43 |
Mid Cap | 13.68 | 7.9 |
Large Cap | 6.26 | 46.74 |
Small Cap | 23.31 | 11.93 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 56.76 | 32.93 |
Technology | 10.61 | 4.28 |
Industrials | 3.74 | 9.08 |
Financial Services | 22.82 | 20.08 |
Consumer Cyclical | 3.73 | 5.87 |
Consumer Defensive | 2.34 | 1.06 |
Energy | - | 4.78 |
Healthcare | - | 6.07 |
Basic Materials | - | 5.53 |
Communication Services | - | 4.57 |
Utilities | - | 3.4 |
Real Estate | - | 2.37 |
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