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

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

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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)	₹104 Cr	₹4415 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	2.07	1.78
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

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	-7.54%	-1.64%
6 Month	-12.8%	0.18%
1 Year	-5.65%	16.31%
3 Year	3.3%	17.37%
5 Year	-	15.17%

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-6.01%	8.62%
3 Year	5.25%	21.45%
5 Year	-	18.34%

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	6.89%	9.18%
3 Year	6.92%	8.65%
5 Year	-	8.12%

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%	1.14%
Beta	0.34%	0.9%
Alpha	-0.23%	7.5%

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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
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	32.49
Large Cap	11.72	38.2
Small Cap	16.7	0
Mid Cap	14.49	11.68

Scheme Name	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	17.16	32.49
Technology	4.81	-
Construction	1.86	-0.01
Financial	38.16	-
Healthcare	1.18	-
Services	5.94	-
Chemicals	3.15	-
Automobile	8.01	-
Materials	1.71	-
Insurance	3.15	1.01
Unclassified	14.84	-
Petroleum Products	-	2.25
IT - Software	-	7.84
Pharmaceuticals & Biotechnology	-	3.82
Cement & Cement Products	-	0.77
Personal Products	-	1.57
Finance	-	0.99
Consumer Durables	-	4.46
Banks	-	3.04
Diversified FMCG	-	3.07
Non - Ferrous Metals	-	0
Electrical Equipment	-	0.8
Healthcare Services	-	0.43
Aerospace & Defense	-	-0.01
Automobiles	-	4.9
Capital Markets	-	0
Gas	-	0.27
Fertilizers & Agrochemicals	-	0.39
Agricultural Food & other Products	-	0.42
Diversified Metals	-	1.25
Food Products	-	1.22
Realty	-	0.41
Oil	-	0.38
Industrial Products	-	0.49
Auto Components	-	1.14
Chemicals & Petrochemicals	-	0.44
Leisure Services	-	0.41
Telecom - Services	-	2.22
Consumable Fuels	-	-0.01
Transport Services	-	0.62
Retailing	-	4.17
Power	-	0.23
Textiles & Apparels	-	0.39
Beverages	-	0.51