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SBI Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7141 Cr | ₹96 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 21 Dec 2005 | 04 Aug 2020 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold | NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index |
| Turn Over | 252% | 70% |
| Expense Ratio | 1.44 | 2.03 |
| Manager | Pradeep Kesavan | Rakesh Shetty |
| ISIN Code | INF200K01800 | INF247L01AJ6 |
| Exits Load | SBI Multi Asset Allocation Fund - Regular Plan - 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 | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.35% | 1.04% |
| 6 Month | 0.47% | -13.59% |
| 1 Year | 8.35% | -9.38% |
| 3 Year | 14.37% | 2.6% |
| 5 Year | 14.84% | - |
SIP Return Analysis
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.28% | -2.86% |
| 1 Year | 5.73% | -17.33% |
| 3 Year | 15.51% | -0.79% |
| 5 Year | 14.36% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 8.69% | 6.52% |
| 3 Year | 8.58% | 6.75% |
| 5 Year | 9.29% | - |
Risk Management
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.531% | 8.567% |
| Sharp | 0.827% | -0.297% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Rakesh Shetty |
| Total AUM | ₹434274 Cr | ₹33886 Cr |
| Funds Managed | 43 | 19 |
| SBI Multi Asset Allocation Fund - Regular Plan - Growth | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 66.25 | 56.76 |
| Large Cap | 18.14 | 6.26 |
| Small Cap | 12.18 | 23.31 |
| Mid Cap | 3.43 | 13.68 |
Sector Allocation
| Scheme Name |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 66.25 | 56.76 |
| Energy | 2.19 | - |
| Technology | 6.28 | 10.61 |
| Consumer Defensive | 2.57 | 2.34 |
| Financial Services | 9.69 | 22.82 |
| Industrials | 2.53 | 3.74 |
| Consumer Cyclical | 4.98 | 3.73 |
| Healthcare | 0.9 | - |
| Basic Materials | 1.91 | - |
| Utilities | 1.5 | - |
| Communication Services | 0.49 | - |
| Real Estate | 0.71 | - |
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