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Tata Multi Asset Opportunities Fund vs Motilal Oswal Multi Asset Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Chart Comparison
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 | ₹4617 Cr |
| Min Investment | ₹ | ₹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 Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.87% | 1.37% |
| 6 Month | -0.54% | 8.82% |
| 1 Year | -9.21% | 12.67% |
| 3 Year | 5.18% | 15.1% |
| 5 Year | - | 15.26% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | 4.85% |
| 1 Year | 6.66% | 20.95% |
| 3 Year | 0.77% | 15.58% |
| 5 Year | 2.7% | 14.62% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 4.62% | 14.3% |
| 3 Year | 6.27% | 15.48% |
| 5 Year | 4.15% | 17.33% |
Risk Management
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 9.54% | 7.69% |
| Sharp | -0.11% | 1.00% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 62.12 | 39.56 |
| Mid Cap | 9.09 | 7.07 |
| Large Cap | 7.18 | 41.77 |
| Small Cap | 21.61 | 11.59 |
Sector Allocation
| Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 59.05 | 34.93 |
| Technology | 12.16 | 4.05 |
| Industrials | 4.21 | 7.33 |
| Financial Services | 17.78 | 26.32 |
| Consumer Cyclical | 3.95 | 3.9 |
| Consumer Defensive | 2.85 | 1.85 |
| Energy | - | 5.12 |
| Healthcare | - | 4.6 |
| Basic Materials | - | 3.78 |
| Real Estate | - | 1.62 |
| Communication Services | - | 4.33 |
| Utilities | - | 2.18 |
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