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

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tortoise-icon Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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tortoise-icon Edelweiss Multi Asset Allocation Fund - Reg (G)

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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 Edelweiss Multi Asset Allocation Fund - Reg (G)
Fund Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)
Investment Plan Growth Growth
Level of Risk High Low to Moderate
Asset Size (Cr) ₹102 Cr ₹0 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 04 Aug 2020 23 Jun 2023
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 5yr Benchmark G-Sec Index (50), NIFTY 500 TRI (40), Domestic Price of Gold (5), Domestic Price
Turn Over 70% %
Expense Ratio 2.06 0.71
Manager Rakesh Shetty Dhawal Dalal
ISIN Code INF247L01AJ6 INF754K01RO7
Exits Load Exit load of 1%, if redeemed within 15 days./365 Exit load of 0.1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month 5.49% 0.67%
6 Month 12.98% 4.07%
1 Year 16.56% 7.76%
3 Year 9.98% -
5 Year - -

SIP Return Analysis

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month - -
1 Year 4.33% 3.47%
3 Year 14.39% 3.75%
5 Year 16.91% 3.75%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year 6.7% 3.81%
3 Year 18.28% 3.81%
5 Year 19.99% 3.81%

Risk Management

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)
Standard Deviation 4.89% -
Sharp 0.34% -
Beta 0.34% -
Alpha -0.23% -

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Fund Managers

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)
Name Rakesh Shetty Dhawal Dalal
Total AUM ₹33886 Cr ₹25974 Cr
Fund Manage 19 12
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Edelweiss Multi Asset Allocation Fund - Reg (G)

Market Cap

Scheme Name

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 57.06 59.9
Large Cap 11.72 29.81
Small Cap 16.7 1.35
Mid Cap 14.49 8.93

Sector Allocation

Scheme Name

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 17.16 62.25
Technology 4.81 -1.3877787807814E-17
Construction 1.86 -0.01
Financial 38.16 22.52
Healthcare 1.18 1.3877787807814E-16
Services 5.94 4.4408920985006E-16
Chemicals 3.15 -
Automobile 8.01 -0.01
Materials 1.71 -0.01
Insurance 3.15 -
Unclassified 14.84 -
Energy - -0.05
Metals & Mining - 0
Consumer Staples - 0
Communication - -0.04
Capital Goods - -0.04
Consumer Discretionary - -0.01
Sovereign - 15.39

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