Motilal Oswal Multi Asset Fund vs Axis Multi Asset Allocation Fund compare

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

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tortoise-icon Axis Multi Asset Allocation 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 Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹104 Cr ₹1281 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 04 Aug 2020 23 Aug 2010
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 NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over 70% 64.15%
Expense Ratio 2.07 2.07
Manager Rakesh Shetty R Sivakumar
ISIN Code INF247L01AJ6 INF846K01768
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 Axis Multi Asset Allocation 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 Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month -5.06% -2.51%
6 Month -8.99% -1.35%
1 Year -2.41% 13.8%
3 Year 4.23% 6.15%
5 Year - 11.44%

SIP Return Analysis

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year -10.02% 6.73%
3 Year 3.58% 11.47%
5 Year - 11.67%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 6.89% 9.17%
3 Year 6.92% 9.02%
5 Year - 8.86%

Risk Management

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation 4.89% 9.95%
Sharp 0.34% 0.43%
Beta 0.34% 1.12%
Alpha -0.23% -2.29%

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Fund Managers

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Rakesh Shetty R Sivakumar
Total AUM ₹33886 Cr ₹9709 Cr
Fund Manage 19 10
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 57.06 36.35
Large Cap 11.72 40.5
Small Cap 16.7 12.37
Mid Cap 14.49 10.79

Sector Allocation

Scheme Name

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 17.16 36.35
Technology 4.81 -
Construction 1.86 2.74
Financial 38.16 -
Healthcare 1.18 -
Services 5.94 -
Chemicals 3.15 -
Automobile 8.01 -
Materials 1.71 -
Insurance 3.15 2.62
Unclassified 14.84 -
Petroleum Products - 1.13
IT - Software - 4.92
Personal Products - 1.19
Ferrous Metals - 0.7
Finance - 3.23
Non - Ferrous Metals - 1.46
Banks - 10.21
Realty - 2.11
Healthcare Services - 1.86
Pharmaceuticals & Biotechnology - 4.09
Automobiles - 3.5
Aerospace & Defense - 0.83
Auto Components - 2.33
Chemicals & Petrochemicals - 1.3
Capital Markets - 1.14
Diversified FMCG - 1.11
Electrical Equipment - 0.98
Beverages - 1.87
Power - 0.52
Fertilizers & Agrochemicals - 2.35
Oil - 0.14
Industrial Products - 1.32
Consumer Durables - 2.07
Telecom - Services - 1.86
Leisure Services - 0.64
Cement & Cement Products - 1.09
Industrial Manufacturing - 0.36
Transport Services - 1.27
Retailing - 2.01
Household Products - 0.71

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