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

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tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

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tortoise-icon Motilal Oswal Multi Asset 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 SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Fund SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7141 Cr ₹96 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 21 Dec 2005 04 Aug 2020
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index
Turn Over 252% 70%
Expense Ratio 1.44 2.03
Manager Pradeep Kesavan Rakesh Shetty
ISIN Code INF200K01800 INF247L01AJ6
Exits Load SBI 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 SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month 2.78% 2.25%
6 Month -0.2% -15.05%
1 Year 9.32% -8.19%
3 Year 13.89% 2.63%
5 Year 14.96% -

SIP Return Analysis

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month 1.73% -4.76%
1 Year 3.33% -18.93%
3 Year 14.75% -1.22%
5 Year 13.95% -

Rolling Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year 8.69% 6.52%
3 Year 8.58% 6.75%
5 Year 9.29% -

Risk Management

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation 7.531% 8.567%
Sharp 0.827% -0.297%
Beta - -
Alpha - -

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Fund Managers

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Name Pradeep Kesavan Rakesh Shetty
Total AUM ₹434274 Cr ₹33886 Cr
Funds Managed 43 19
SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 66.25 56.76
Large Cap 18.14 6.26
Small Cap 12.18 23.31
Mid Cap 3.43 13.68

Sector Allocation

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 66.25 56.76
Energy 2.19 -
Technology 6.28 10.61
Consumer Defensive 2.57 2.34
Financial Services 9.69 22.82
Industrials 2.53 3.74
Consumer Cyclical 4.98 3.73
Healthcare 0.9 -
Basic Materials 1.91 -
Utilities 1.5 -
Communication Services 0.49 -
Real Estate 0.71 -

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