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Motilal Oswal Multi Asset Fund vs UTI Multi Asset Allocation Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹96 Cr | ₹5079 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 04 Aug 2020 | 17 Dec 2008 |
| 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 | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
| Turn Over | 70% | 270% |
| Expense Ratio | 2.03 | 1.77 |
| Manager | Rakesh Shetty | Sunil Madhukar Patil |
| ISIN Code | INF247L01AJ6 | INF789F01AP6 |
| 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 | UTI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% 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 | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.78% | -2.98% |
| 6 Month | -21.72% | -7.45% |
| 1 Year | -11.11% | 6.21% |
| 3 Year | 1.48% | 16.25% |
| 5 Year | - | 16.25% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -13.33% | -5.09% |
| 1 Year | -28.25% | -6.61% |
| 3 Year | -3.89% | 16.22% |
| 5 Year | - | 15.24% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 6.52% | 9.35% |
| 3 Year | 6.75% | 8.78% |
| 5 Year | - | 8.16% |
Risk Management
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.567% | 8.04% |
| Sharp | -0.297% | 0.96% |
| Beta | - | 0.94% |
| Alpha | - | 6.1% |
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Fund Managers
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rakesh Shetty | Sunil Madhukar Patil |
| Total AUM | ₹33886 Cr | ₹6910 Cr |
| Funds Managed | 19 | 4 |
| Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 56.76 | 34.85 |
| Mid Cap | 13.68 | 13.13 |
| Large Cap | 6.26 | 51.91 |
| Small Cap | 23.31 | 0.1 |
Sector Allocation
| Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 56.76 | 34.85 |
| Technology | 10.61 | 11.08 |
| Industrials | 3.74 | 5.21 |
| Financial Services | 22.82 | 8.79 |
| Consumer Cyclical | 3.73 | 12.26 |
| Consumer Defensive | 2.34 | 8.36 |
| Energy | - | 4.11 |
| Healthcare | - | 5.52 |
| Basic Materials | - | 4.4 |
| Utilities | - | 0.56 |
| Real Estate | - | 0.8 |
| Communication Services | - | 4.03 |
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