HDFC Multi vs Motilal Oswal Multi Asset Fund compare
HDFC Multi-Asset Fund - Growth Option
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3893 Cr | ₹96 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 17 Aug 2005 | 04 Aug 2020 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | Domestic Price of Gold,NIFTY 50 Hybrid Composite Debt 65:35 | NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index |
Turn Over | 26.35% | 70% |
Expense Ratio | 1.91 | 2.03 |
Manager | Anil Bamboli | Rakesh Shetty |
ISIN Code | INF179K01AP0 | INF247L01AJ6 |
Exits Load | HDFC Multi-Asset Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.76% | 3.17% |
6 Month | -2.45% | -20.38% |
1 Year | 8.93% | -9.8% |
3 Year | 12.06% | 1.75% |
5 Year | 20.07% | - |
SIP Return Analysis
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.64% | -9.33% |
1 Year | 3.32% | -22.03% |
3 Year | 13.34% | -1.72% |
5 Year | 13.74% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.82% | 6.52% |
3 Year | 10.54% | 6.75% |
5 Year | 9.94% | - |
Risk Management
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 6.591% | 8.567% |
Sharp | 0.779% | -0.297% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Name | Anil Bamboli | Rakesh Shetty |
Total AUM | ₹135442 Cr | ₹33886 Cr |
Funds Managed | 12 | 19 |
HDFC Multi-Asset Fund - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.14 | 56.76 |
Large Cap | 56.8 | 6.26 |
Small Cap | 6.54 | 23.31 |
Mid Cap | 3.53 | 13.68 |
Sector Allocation
Scheme Name |
HDFC Multi-Asset Fund - Growth Option |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.1 | 56.76 |
Energy | 6.91 | - |
Technology | 6.7 | 10.61 |
Industrials | 4.82 | 3.74 |
Consumer Defensive | 5.73 | 2.34 |
Basic Materials | 2.82 | - |
Financial Services | 19.21 | 22.82 |
Healthcare | 3.95 | - |
Consumer Cyclical | 11.88 | 3.73 |
Real Estate | 1.01 | - |
Communication Services | 3.1 | - |
Utilities | 1.79 | - |
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