Mirae Asset Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Mirae Asset Multi Asset Allocation Fund-Reg (G)
Chart Comparison
Overview
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Fund | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹96 Cr | ₹1800 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 04 Aug 2020 | 31 Jan 2024 |
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 | 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri |
Turn Over | 70% | % |
Expense Ratio | 2.03 | 2.01 |
Manager | Rakesh Shetty | Harshad Borawake |
ISIN Code | INF247L01AJ6 | INF769K01KW3 |
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 | Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
1 Month | 2.25% | 3.26% |
6 Month | -15.05% | 2.27% |
1 Year | -8.19% | 13.22% |
3 Year | 2.63% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
6 Month | -4.76% | 3.69% |
1 Year | -18.93% | 8.31% |
3 Year | -1.22% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
1 Year | 6.52% | 12.1% |
3 Year | 6.75% | - |
5 Year | - | - |
Risk Management
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Standard Deviation | 8.567% | - |
Sharp | -0.297% | - |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Name | Rakesh Shetty | Harshad Borawake |
Total AUM | ₹33886 Cr | ₹0 Cr |
Funds Managed | 19 | 3 |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Market Cap
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 56.76 | 32.51 |
Mid Cap | 13.68 | 6.83 |
Large Cap | 6.26 | 51.35 |
Small Cap | 23.31 | 9.32 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 56.76 | 29.93 |
Technology | 10.61 | 7.02 |
Industrials | 3.74 | 7.23 |
Financial Services | 22.82 | 21.65 |
Consumer Cyclical | 3.73 | 7.82 |
Consumer Defensive | 2.34 | 3.44 |
Energy | - | 3.88 |
Utilities | - | 3.11 |
Basic Materials | - | 5.88 |
Healthcare | - | 4.6 |
Real Estate | - | 1.93 |
Communication Services | - | 3.51 |
Top Comparisons
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns6.63%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.06%
UTI Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.06%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.1%
ICICI Prudential MidCap Fund - Growth
3Y Returns18.23%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns21.55%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns16.86%
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns16.87%