Motilal Oswal Multi Asset Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹3710 Cr | ₹96 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 | 2.03 |
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 | -0.93% | -5.48% |
6 Month | -2.43% | -17.28% |
1 Year | 10.67% | -8.38% |
3 Year | - | 2.56% |
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 | 1.45% | -20.66% |
3 Year | - | -1.04% |
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 | 23.69% | 6.52% |
3 Year | - | 6.75% |
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 | - | 8.567% |
Sharp | - | -0.297% |
Beta | - | - |
Alpha | - | - |
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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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