Motilal Oswal Multi Asset Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare

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tortoise-icon Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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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 Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3664 Cr ₹104 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 31 Jan 2023 04 Aug 2020
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index
Turn Over 0.0% 70%
Expense Ratio 1.85 2.07
Manager Dhaval Joshi Rakesh Shetty
ISIN Code INF209KB12R6 INF247L01AJ6
Exits Load Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - 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 Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month 2.13% -0.32%
6 Month 3.06% -1.63%
1 Year 16.51% 4.22%
3 Year - 5.75%
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.67% -2.73%
3 Year - 6.61%
5 Year - -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year 24.68% 6.89%
3 Year - 6.92%
5 Year - -

Risk Management

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation - 4.89%
Sharp - 0.34%
Beta - 0.34%
Alpha - -0.23%

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Fund Managers

Scheme Name Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Name Dhaval Joshi Rakesh Shetty
Total AUM ₹361932 Cr ₹33886 Cr
Fund Manage 55 19
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 34.84 57.06
Large Cap 43.67 11.72
Mid Cap 10.72 14.49
Small Cap 10.76 16.7

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 5.16 17.16
Consumer Staples 4.42 -
Metals & Mining 2.36 -
Automobile 4.69 8.01
Consumer Discretionary 2.53 -
Financial 26.39 38.16
Energy 8.06 -
Sovereign 0.87 -
Technology 4.7 4.81
Materials 1.86 1.71
Construction 4.83 1.86
Healthcare 4.47 1.18
Services 4.76 5.94
Capital Goods 6.34 -
Communication 1.7 -
Chemicals 1.07 3.15
Insurance 1.51 3.15
Unclassified 14.27 14.84

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