UTI Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹94 Cr | ₹5902 Cr |
Min Investment | ₹ | ₹5000 |
Min SIP Invesment | ₹0 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 04 Aug 2020 | 17 Dec 2008 |
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 | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
Turn Over | 70% | 270% |
Expense Ratio | 2.03 | 1.75 |
Manager | Rakesh Shetty | Sunil Madhukar Patil |
ISIN Code | INF247L01AJ6 | INF789F01AP6 |
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 | UTI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.87% | -1.12% |
6 Month | -0.54% | 6.14% |
1 Year | -9.21% | 3.78% |
3 Year | 5.18% | 18.15% |
5 Year | - | 15.37% |
SIP Return Analysis
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.36% | 2.29% |
1 Year | -0.95% | 5.27% |
3 Year | 1.9% | 16.51% |
5 Year | 3.28% | 15.79% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 5.17% | 9.19% |
3 Year | 6.38% | 8.99% |
5 Year | - | 8.25% |
Risk Management
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.54% | 8.04% |
Sharp | -0.11% | 1.52% |
Beta | - | 0.1% |
Alpha | - | 11.66% |
Fund Managers
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rakesh Shetty | Sunil Madhukar Patil |
Total AUM | ₹33886 Cr | ₹6910 Cr |
Funds Managed | 19 | 4 |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 62.12 | 35.92 |
Mid Cap | 9.09 | 13.41 |
Large Cap | 7.18 | 49.13 |
Small Cap | 21.61 | 1.53 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 59.05 | 32.37 |
Technology | 12.16 | 13.14 |
Industrials | 4.21 | 2.92 |
Financial Services | 17.78 | 15.23 |
Consumer Cyclical | 3.95 | 4.98 |
Consumer Defensive | 2.85 | 8.68 |
Energy | - | 2.92 |
Basic Materials | - | 7.12 |
Healthcare | - | 7.86 |
Real Estate | - | 1.8 |
Utilities | - | 0.05 |
Communication Services | - | 2.93 |
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