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
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 | High | Very High |
Asset Size (Cr) | ₹102 Cr | ₹2418 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 04 Aug 2020 | 19 Nov 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 | CRISIL Composite Bond TRI,Domestic Price of Gold,BSE 200 TRI |
Turn Over | 70% | 270% |
Expense Ratio | 2.06 | 1.97 |
Manager | Rakesh Shetty | Sunil Madhukar Patil |
ISIN Code | INF247L01AJ6 | INF789F01AP6 |
Exits Load | Exit load of 1%, if redeemed within 15 days./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365 |
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.49% | 3.64% |
6 Month | 12.98% | 13.3% |
1 Year | 16.56% | 38.68% |
3 Year | 9.98% | 17.97% |
5 Year | - | 16.87% |
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 4.33% | 16.89% |
3 Year | 14.39% | 40.71% |
5 Year | 16.91% | 60.42% |
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.7% | 16.35% |
3 Year | 18.28% | 44.01% |
5 Year | 19.99% | 63.69% |
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.89% | 8.04% |
Sharp | 0.34% | 1.41% |
Beta | 0.34% | 0.84% |
Alpha | -0.23% | 6.58% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 19 | 4 |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 57.06 | 34.26 |
Small Cap | 16.7 | 1.38 |
Mid Cap | 14.49 | 13.9 |
Large Cap | 11.72 | 50.46 |
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Unclassified | 14.84 | 11.19 |
Others | 17.16 | 21.56 |
Financial | 38.16 | 6.06 |
Automobile | 8.01 | 4.93 |
Services | 5.94 | 4.41 |
Insurance | 3.15 | 0.87 |
Chemicals | 3.15 | 1.18 |
Construction | 1.86 | 3.66 |
Materials | 1.71 | 1.86 |
Technology | 4.81 | 3.26 |
Healthcare | 1.18 | 4.4 |
Sovereign | - | 17.97 |
Communication | - | 2.64 |
Energy | - | 6.55 |
Capital Goods | - | 4.5 |
Consumer Discretionary | - | 1.5 |
Consumer Staples | - | 3.46 |
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