UTI Multi Asset Allocation 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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UTI Multi Asset Allocation 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	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	₹6106 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

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.87%	1.83%
6 Month	-0.54%	6.9%
1 Year	-9.21%	7.06%
3 Year	5.18%	19.3%
5 Year	-	15.64%

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	0.19%	4.31%
1 Year	1.65%	14.53%
3 Year	-0.06%	17.35%
5 Year	2.18%	16.63%

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	4.62%	9.1%
3 Year	6.27%	9.04%
5 Year	4.15%	8.28%

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%	1.44%
Beta	-	0.11%
Alpha	-	11.15%

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

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	62.12	34.85
Mid Cap	9.09	16.06
Large Cap	7.18	48.17
Small Cap	21.61	1.11

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	59.05	31.7
Technology	12.16	-
Industrials	4.21	-
Financial Services	17.78	-
Consumer Cyclical	3.95	-
Consumer Defensive	2.85	-
Petroleum Products	-	1.66
IT - Software	-	9.88
Personal Products	-	0.95
Finance	-	4.83
Consumer Durables	-	3.51
Capital Markets	-	3.43
Healthcare Services	-	1.14
Banks	-	7.11
Diversified FMCG	-	3.7
Realty	-	1.88
Pharmaceuticals & Biotechnology	-	4.99
Chemicals & Petrochemicals	-	2.33
Leisure Services	-	0.3
Automobiles	-	2.87
Aerospace & Defense	-	-0.01
Cement & Cement Products	-	1.8
Insurance	-	2.59
Fertilizers & Agrochemicals	-	0.98
Agricultural Food & other Products	-	0.74
-	-	1.27
Gas	-	0.13
Diversified Metals	-	0
Food Products	-	3.68
Non - Ferrous Metals	-	0.34
Ferrous Metals	-	0.3
Industrial Products	-	0.79
Auto Components	-	0.39
Telecom - Services	-	3.09
Consumable Fuels	-	1.08
Transport Services	-	1.56
Textiles & Apparels	-	0.63
Power	-	0.04
Financial Technology (Fintech)	-	0.51