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 | Very High | Very High |
Asset Size (Cr) | ₹104 Cr | ₹4415 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹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 | 2.07 | 1.78 |
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 | -6.71% | -1.72% |
6 Month | -13.74% | -1.62% |
1 Year | -7.31% | 13.07% |
3 Year | 2.47% | 16.88% |
5 Year | - | 14.56% |
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 | - | - |
1 Year | -14.41% | 6.34% |
3 Year | 1.73% | 20.49% |
5 Year | - | 17.64% |
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 | 6.52% | 9.35% |
3 Year | 6.75% | 8.78% |
5 Year | - | 8.16% |
Risk Management
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.89% | 8.04% |
Sharp | 0.34% | 1.11% |
Beta | 0.34% | 0.9% |
Alpha | -0.23% | 6.69% |
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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 |
Fund Manage | 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 | 57.06 | 32.49 |
Large Cap | 11.72 | 38.2 |
Small Cap | 16.7 | 0 |
Mid Cap | 14.49 | 11.68 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 17.16 | 32.49 |
Technology | 4.81 | - |
Construction | 1.86 | -0.01 |
Financial | 38.16 | - |
Healthcare | 1.18 | - |
Services | 5.94 | - |
Chemicals | 3.15 | - |
Automobile | 8.01 | - |
Materials | 1.71 | - |
Insurance | 3.15 | 1.01 |
Unclassified | 14.84 | - |
Petroleum Products | - | 2.25 |
IT - Software | - | 7.84 |
Pharmaceuticals & Biotechnology | - | 3.82 |
Cement & Cement Products | - | 0.77 |
Personal Products | - | 1.57 |
Finance | - | 0.99 |
Consumer Durables | - | 4.46 |
Banks | - | 3.04 |
Diversified FMCG | - | 3.07 |
Non - Ferrous Metals | - | 0 |
Electrical Equipment | - | 0.8 |
Healthcare Services | - | 0.43 |
Aerospace & Defense | - | -0.01 |
Automobiles | - | 4.9 |
Capital Markets | - | 0 |
Gas | - | 0.27 |
Fertilizers & Agrochemicals | - | 0.39 |
Agricultural Food & other Products | - | 0.42 |
Diversified Metals | - | 1.25 |
Food Products | - | 1.22 |
Realty | - | 0.41 |
Oil | - | 0.38 |
Industrial Products | - | 0.49 |
Auto Components | - | 1.14 |
Chemicals & Petrochemicals | - | 0.44 |
Leisure Services | - | 0.41 |
Telecom - Services | - | 2.22 |
Consumable Fuels | - | -0.01 |
Transport Services | - | 0.62 |
Retailing | - | 4.17 |
Power | - | 0.23 |
Textiles & Apparels | - | 0.39 |
Beverages | - | 0.51 |
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