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 Risk | Low to Moderate Risk |
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 | -5.48% | 0.74% |
6 Month | -17.28% | 3.77% |
1 Year | -8.38% | 7.98% |
3 Year | 2.56% | - |
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 | - | - |
1 Year | -20.66% | 7.79% |
3 Year | -1.04% | - |
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 |
Fund Manage | 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 | 57.06 | 59.9 |
Large Cap | 11.72 | 29.81 |
Small Cap | 16.7 | 1.35 |
Mid Cap | 14.49 | 8.93 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
---|---|---|
Others | 17.16 | 62.25 |
Technology | 4.81 | -1.3877787807814E-17 |
Construction | 1.86 | -0.01 |
Financial | 38.16 | 22.52 |
Healthcare | 1.18 | 1.3877787807814E-16 |
Services | 5.94 | 4.4408920985006E-16 |
Chemicals | 3.15 | - |
Automobile | 8.01 | -0.01 |
Materials | 1.71 | -0.01 |
Insurance | 3.15 | - |
Unclassified | 14.84 | - |
Energy | - | -0.05 |
Metals & Mining | - | 0 |
Consumer Staples | - | 0 |
Communication | - | -0.04 |
Capital Goods | - | -0.04 |
Consumer Discretionary | - | -0.01 |
Sovereign | - | 15.39 |
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