Motilal Oswal Multi Asset Fund vs SBI Multi Asset Allocation Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
| 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 | High | High |
| Asset Size (Cr) | ₹5302 Cr | ₹102 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 | 1.49 | 2.06 |
| Manager | Pradeep Kesavan | Rakesh Shetty |
| ISIN Code | INF200K01800 | INF247L01AJ6 |
| Exits Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months/365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.87% | 5.49% |
| 6 Month | 12.64% | 12.98% |
| 1 Year | 26.82% | 16.56% |
| 3 Year | 15.6% | 9.98% |
| 5 Year | 15.04% | - |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.3% | 4.33% |
| 3 Year | 31.24% | 14.39% |
| 5 Year | 50.02% | 16.91% |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.44% | 6.7% |
| 3 Year | 37.74% | 18.28% |
| 5 Year | 52.8% | 19.99% |
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.81% | 4.89% |
| Sharp | 1.21% | 0.34% |
| Beta | 0.63% | 0.34% |
| Alpha | 4.59% | -0.23% |
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| 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 |
| Fund Manage | 43 | 19 |
| SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 62.93 | 57.06 |
| Large Cap | 15.06 | 11.72 |
| Mid Cap | 8.5 | 14.49 |
| Small Cap | 13.51 | 16.7 |
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 13.75 | 17.16 |
| Sovereign | 8.41 | - |
| Technology | 2.82 | 4.81 |
| Materials | 1.41 | 1.71 |
| Financial | 22.7 | 38.16 |
| Services | 5.92 | 5.94 |
| Construction | 7.15 | 1.86 |
| Healthcare | 2.6 | 1.18 |
| Capital Goods | 1.5 | - |
| Consumer Discretionary | 1.63 | - |
| Insurance | 2.14 | 3.15 |
| Consumer Staples | 3.59 | - |
| Metals & Mining | 3.08 | - |
| Energy | 4.03 | - |
| Communication | 2.76 | - |
| Chemicals | 0.26 | 3.15 |
| Unclassified | 16.25 | 14.84 |
| Automobile | - | 8.01 |
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