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

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tortoise-icon Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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tortoise-icon UTI Multi Asset Allocation 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 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

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 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%

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 - -
1 Year 4.33% 16.89%
3 Year 14.39% 40.71%
5 Year 16.91% 60.42%

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 6.7% 16.35%
3 Year 18.28% 44.01%
5 Year 19.99% 63.69%

Risk Management

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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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
Fund Manage 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 57.06 34.26
Small Cap 16.7 1.38
Mid Cap 14.49 13.9
Large Cap 11.72 50.46

Sector Allocation

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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