HDFC Multi vs Motilal Oswal Multi Asset Fund compare

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tortoise-icon HDFC Multi-Asset Fund - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 High
Asset Size (Cr) ₹3137 Cr ₹102 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 05 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 1.97 2.06
Manager Anil Bamboli Rakesh Shetty
ISIN Code INF179K01AP0 INF247L01AJ6
Exits Load Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 12 months./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month 1.19% 5.49%
6 Month 11.9% 12.98%
1 Year 24.95% 16.56%
3 Year 13.59% 9.98%
5 Year 16.57% -

SIP Return Analysis

Scheme Name HDFC Multi-Asset Fund - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month - -
1 Year 10.56% 4.33%
3 Year 25.59% 14.39%
5 Year 48.91% 16.91%

Rolling Lumpsum Returns

Scheme Name HDFC Multi-Asset Fund - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year 16.12% 6.7%
3 Year 38.38% 18.28%
5 Year 52.29% 19.99%

Risk Management

Scheme Name HDFC Multi-Asset Fund - Growth Option Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation 6.11% 4.89%
Sharp 1.13% 0.34%
Beta 0.69% 0.34%
Alpha 3.06% -0.23%

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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
Fund Manage 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 32.32 57.06
Large Cap 56.11 11.72
Small Cap 7.23 16.7
Mid Cap 4.34 14.49

Sector Allocation

Scheme Name

HDFC Multi-Asset Fund - Growth Option

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 29.64 17.16
Banks 19.84 -
Automobiles 8.06 -
Beverages 2.71 -
Telecom - Services 2.07 -
Personal Products 1.74 -
IT - Software 6.22 -
Petroleum Products 2.18 -
Realty 2.55 -
Diversified FMCG 2.31 -
Aerospace & Defense 1.61 -
Construction 1.48 1.86
Consumer Durables 3.15 -
Power 1.9 -
Pharmaceuticals & Biotechnology 4.85 -
Insurance 1.83 3.15
Oil 0.61 -
Auto Components 1.55 -
Non - Ferrous Metals 0.55 -
Finance 0.48 -
Fertilizers & Agrochemicals 0.91 -
Transport Infrastructure 0.44 -
Ferrous Metals 0.48 -
Agricultural Food & other Products 0.41 -
Healthcare Services 0.39 -
Transport Services 1.48 -
Chemicals & Petrochemicals 0.34 -
Capital Markets 0.22 -
Unclassified - 14.84
Financial - 38.16
Automobile - 8.01
Services - 5.94
Chemicals - 3.15
Materials - 1.71
Technology - 4.81
Healthcare - 1.18

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