Axis Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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Overview

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹104 Cr	₹1281 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹100
Launch Date	04 Aug 2020	23 Aug 2010
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	NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over	70%	64.15%
Expense Ratio	2.07	2.07
Manager	Rakesh Shetty	R Sivakumar
ISIN Code	INF247L01AJ6	INF846K01768
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	Axis Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	-0.32%	2.02%
6 Month	-1.63%	4.12%
1 Year	4.22%	16.64%
3 Year	5.75%	7.54%
5 Year	-	12.3%

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-2.73%	12.5%
3 Year	6.61%	13.14%
5 Year	-	12.83%

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	6.89%	9.17%
3 Year	6.92%	9.02%
5 Year	-	8.86%

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	4.89%	9.95%
Sharp	0.34%	0.43%
Beta	0.34%	1.12%
Alpha	-0.23%	-2.29%

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Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Name	Rakesh Shetty	R Sivakumar
Total AUM	₹33886 Cr	₹9709 Cr
Fund Manage	19	10
	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	57.06	36.35
Large Cap	11.72	40.5
Small Cap	16.7	12.37
Mid Cap	14.49	10.79

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	17.16	36.35
Technology	4.81	-
Construction	1.86	2.74
Financial	38.16	-
Healthcare	1.18	-
Services	5.94	-
Chemicals	3.15	-
Automobile	8.01	-
Materials	1.71	-
Insurance	3.15	2.62
Unclassified	14.84	-
Petroleum Products	-	1.13
IT - Software	-	4.92
Personal Products	-	1.19
Ferrous Metals	-	0.7
Finance	-	3.23
Non - Ferrous Metals	-	1.46
Banks	-	10.21
Realty	-	2.11
Healthcare Services	-	1.86
Pharmaceuticals & Biotechnology	-	4.09
Automobiles	-	3.5
Aerospace & Defense	-	0.83
Auto Components	-	2.33
Chemicals & Petrochemicals	-	1.3
Capital Markets	-	1.14
Diversified FMCG	-	1.11
Electrical Equipment	-	0.98
Beverages	-	1.87
Power	-	0.52
Fertilizers & Agrochemicals	-	2.35
Oil	-	0.14
Industrial Products	-	1.32
Consumer Durables	-	2.07
Telecom - Services	-	1.86
Leisure Services	-	0.64
Cement & Cement Products	-	1.09
Industrial Manufacturing	-	0.36
Transport Services	-	1.27
Retailing	-	2.01
Household Products	-	0.71