Nippon India Multi Asset Fund vs Motilal Oswal Multi Asset Fund compare

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tortoise-icon Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

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tortoise-icon Motilal Oswal Multi Asset 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 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 Average High
Asset Size (Cr) ₹3595 Cr ₹102 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 08 Mar 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 1.54 2.06
Manager Ashutosh Bhargava Rakesh Shetty
ISIN Code INF204KB16V0 INF247L01AJ6
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 Exit load of 1%, if redeemed within 15 days./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 2.48% 5.49%
6 Month 15.12% 12.98%
1 Year 34.34% 16.56%
3 Year 16.92% 9.98%
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 - -
1 Year 14.33% 4.33%
3 Year 33.61% 14.39%
5 Year 42.11% 16.91%

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 16% 6.7%
3 Year 41.05% 18.28%
5 Year 45.97% 19.99%

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 8.39% 4.89%
Sharp 1.16% 0.34%
Beta 0.93% 0.34%
Alpha 4.35% -0.23%

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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 48.13 57.06
Large Cap 36.33 11.72
Small Cap 3.11 16.7
Mid Cap 12.43 14.49

Sector Allocation

Scheme Name

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 6.1 17.16
Sovereign 5.46 -
Automobile 5.66 8.01
Energy 5.87 -
Technology 3.47 4.81
Construction 2.65 1.86
Financial 37.74 38.16
Metals & Mining 2.56 -
Materials 1.8 1.71
Services 2.59 5.94
Healthcare 3.68 1.18
Capital Goods 4.97 -
Communication 0.32 -
Insurance 0.96 3.15
Consumer Staples 2.92 -
Consumer Discretionary 0.75 -
Unclassified 12.5 14.84
Chemicals - 3.15

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