- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 |
Top Comparisons
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns28.76%
Invesco India Infrastructure Fund - Growth Option
3Y Returns25.64%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns15.34%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns15.92%
Nippon India Consumption Fund-Growth Plan-Growth Option
3Y Returns16.4%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns15.98%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns13.58%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns15.18%
