Motilal Oswal Multi Asset Fund vs Edelweiss Multi Asset Allocation Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
Overview
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Fund | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low to Moderate |
Asset Size (Cr) | ₹96 Cr | ₹1479 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 04 Aug 2020 | 23 Jun 2023 |
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 | CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
Turn Over | 70% | % |
Expense Ratio | 2.03 | 0.72 |
Manager | Rakesh Shetty | Dhawal Dalal |
ISIN Code | INF247L01AJ6 | INF754K01RO7 |
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 | Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Month | 2.25% | 1.39% |
6 Month | -15.05% | 4.47% |
1 Year | -8.19% | 8.94% |
3 Year | 2.63% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
6 Month | -4.76% | 2.68% |
1 Year | -18.93% | 9.41% |
3 Year | -1.22% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
1 Year | 6.52% | 7.88% |
3 Year | 6.75% | - |
5 Year | - | - |
Risk Management
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Standard Deviation | 8.567% | - |
Sharp | -0.297% | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Name | Rakesh Shetty | Dhawal Dalal |
Total AUM | ₹33886 Cr | ₹25974 Cr |
Funds Managed | 19 | 12 |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Market Cap
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 56.76 | 71.58 |
Mid Cap | 13.68 | 6.91 |
Large Cap | 6.26 | 21.12 |
Small Cap | 23.31 | 0.4 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 56.76 | 71.04 |
Technology | 10.61 | 1.65 |
Industrials | 3.74 | 2.08 |
Financial Services | 22.82 | 9.73 |
Consumer Cyclical | 3.73 | 2.25 |
Consumer Defensive | 2.34 | 0.19 |
Energy | - | 5.91 |
Basic Materials | - | 2.56 |
Healthcare | - | 0.79 |
Communication Services | - | 3.58 |
Real Estate | - | 0.18 |
Utilities | - | 0.04 |
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