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

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tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

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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 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) ₹6591 Cr ₹104 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 1.46 2.07
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 0.86% -0.32%
6 Month 1.89% -1.63%
1 Year 14.02% 4.22%
3 Year 14.05% 5.75%
5 Year 14.11% -

SIP Return Analysis

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.29% -2.73%
3 Year 16.55% 6.61%
5 Year 15.16% -

Rolling Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year 8.63% 6.89%
3 Year 8.54% 6.92%
5 Year 9.26% -

Risk Management

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation 6.81% 4.89%
Sharp 1.21% 0.34%
Beta 0.63% 0.34%
Alpha 4.59% -0.23%

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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
Fund Manage 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 60.91 57.06
Large Cap 14.35 11.72
Small Cap 14.53 16.7
Mid Cap 10.21 14.49

Sector Allocation

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 60.91 17.16
Petroleum Products 0.85 -
IT - Software 3.64 -
Capital Markets 1.31 -
Banks 7.02 -
Realty 2.67 -
Consumer Durables 2.37 -
Pharmaceuticals & Biotechnology 0.76 -
Leisure Services 1.39 -
Insurance 1.84 3.15
Transport Infrastructure 0.49 -
Ferrous Metals 0.99 -
Cement & Cement Products 1.02 -
Finance 0.96 -
Gas 1.32 -
IT - Services 1.09 -
Entertainment 0.18 -
Oil 1.01 -
Food Products 0.61 -
Construction 1.59 1.86
Auto Components 1.39 -
Transport Services 1.58 -
Retailing 1.46 -
Telecom - Services 0.39 -
Power 0.86 -
Personal Products 1.07 -
Fertilizers & Agrochemicals 0.26 -
Beverages 0.39 -
Textiles & Apparels 0.58 -
Technology - 4.81
Financial - 38.16
Healthcare - 1.18
Services - 5.94
Chemicals - 3.15
Automobile - 8.01
Materials - 1.71
Unclassified - 14.84

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