Motilal Oswal Multi Asset Fund vs Axis Multi Asset Allocation Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹96 Cr | ₹1316 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 | 2.03 | 2.1 |
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 | 3.4% | 3.94% |
6 Month | -17.18% | -2.76% |
1 Year | -9.15% | 10.51% |
3 Year | 2.24% | 7.97% |
5 Year | - | 15.11% |
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 | -6.63% | -1.21% |
1 Year | -22.16% | -2.31% |
3 Year | -2.54% | 9.86% |
5 Year | - | 9.74% |
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 | 6.52% | 9.35% |
3 Year | 6.75% | 8.92% |
5 Year | - | 8.93% |
Risk Management
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 8.567% | 10.251% |
Sharp | -0.297% | 0.074% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 56.76 | 35.22 |
Mid Cap | 13.68 | 8.9 |
Large Cap | 6.26 | 47.19 |
Small Cap | 23.31 | 8.68 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 56.76 | 34.44 |
Technology | 10.61 | 6.66 |
Industrials | 3.74 | 6.83 |
Financial Services | 22.82 | 20.2 |
Consumer Cyclical | 3.73 | 9.25 |
Consumer Defensive | 2.34 | 4.41 |
Energy | - | 3.14 |
Basic Materials | - | 6.17 |
Healthcare | - | 5.16 |
Real Estate | - | 1.45 |
Utilities | - | 0.7 |
Communication Services | - | 1.6 |
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