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 High High
Asset Size (Cr) ₹5302 Cr ₹102 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 1.49 2.06
Manager Pradeep Kesavan Rakesh Shetty
ISIN Code INF200K01800 INF247L01AJ6
Exits 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 SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month 0.87% 5.49%
6 Month 12.64% 12.98%
1 Year 26.82% 16.56%
3 Year 15.6% 9.98%
5 Year 15.04% -

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 12.3% 4.33%
3 Year 31.24% 14.39%
5 Year 50.02% 16.91%

Rolling Lumpsum Returns

Scheme Name SBI Multi Asset Allocation Fund - Regular Plan - Growth Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year 14.44% 6.7%
3 Year 37.74% 18.28%
5 Year 52.8% 19.99%

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 62.93 57.06
Mid Cap 8.5 14.49
Large Cap 15.06 11.72
Small Cap 13.51 16.7

Sector Allocation

Scheme Name

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Unclassified 16.25 14.84
Others 13.75 17.16
Sovereign 8.41 -
Construction 7.15 1.86
Communication 2.76 -
Metals & Mining 3.08 -
Energy 4.03 -
Financial 22.7 38.16
Consumer Staples 3.59 -
Services 5.92 5.94
Technology 2.82 4.81
Healthcare 2.6 1.18
Consumer Discretionary 1.63 -
Insurance 2.14 3.15
Capital Goods 1.5 -
Materials 1.41 1.71
Chemicals 0.26 3.15
Automobile - 8.01

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