Nippon India Multi Asset Fund vs Motilal Oswal Multi Asset Fund compare
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5002 Cr | ₹96 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 27 Aug 2020 | 04 Aug 2020 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI | NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index |
Turn Over | 66% | 70% |
Expense Ratio | 1.49 | 2.03 |
Manager | Ashutosh Bhargava | Rakesh Shetty |
ISIN Code | INF204KB16V0 | INF247L01AJ6 |
Exits Load | Nippon India Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.67% | -6.89% |
6 Month | -2.48% | -21.14% |
1 Year | 8.38% | -11.31% |
3 Year | 15.6% | 1.69% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -3.38% | -13.33% |
1 Year | -1.01% | -27.08% |
3 Year | 15.45% | -3.35% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.1% | 6.52% |
3 Year | 15.85% | 6.75% |
5 Year | - | - |
Risk Management
Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 8.571% | 8.567% |
Sharp | 0.953% | -0.297% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Name | Ashutosh Bhargava | Rakesh Shetty |
Total AUM | ₹121448 Cr | ₹33886 Cr |
Fund Manage | 12 | 19 |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Others | 45.33706 | 56.75876 |
Large Cap | 40.64343 | 6.25656 |
Small Cap | 3.69812 | 23.30544 |
Mid Cap | 10.32138 | 13.67925 |
Sector Allocation
Scheme Name |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Others | 44.52175 | 56.75876 |
Energy | 3.79318 | - |
Technology | 6.05805 | 10.60559 |
Communication Services | 2.14696 | - |
Healthcare | 4.57891 | - |
Industrials | 5.31828 | 3.73899 |
Consumer Cyclical | 6.73358 | 3.72981 |
Financial Services | 17.33898 | 22.82209 |
Basic Materials | 2.48078 | - |
Utilities | 3.42946 | - |
Consumer Defensive | 2.97355 | 2.34477 |
Real Estate | 0.62651 | - |
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