Tata Multi Asset Opportunities Fund vs Motilal Oswal Multi Asset Fund compare

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tortoise-icon Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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tortoise-icon Tata Multi Asset Opportunities Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Fund Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹102 Cr ₹3051 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 04 Aug 2020 04 Mar 2020
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over 70% 16.78%
Expense Ratio 2.06 1.87
Manager Rakesh Shetty Rahul Singh
ISIN Code INF247L01AJ6 INF277K012Z5
Exits Load Exit load of 1%, if redeemed within 15 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Month 5.49% 0.65%
6 Month 12.98% 10.97%
1 Year 16.56% 27.07%
3 Year 9.98% 15.24%
5 Year - -

SIP Return Analysis

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Tata Multi Asset Opportunities Fund-Regular Plan-Growth
6 Month - -
1 Year 4.33% 12.22%
3 Year 14.39% 29.21%
5 Year 16.91% 47.63%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Year 6.7% 18.42%
3 Year 18.28% 41.6%
5 Year 19.99% 51.56%

Risk Management

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Standard Deviation 4.89% 7.24%
Sharp 0.34% 1.16%
Beta 0.34% 0.81%
Alpha -0.23% 3.85%

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Fund Managers

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Name Rakesh Shetty Rahul Singh
Total AUM ₹33886 Cr ₹19760 Cr
Fund Manage 19 9
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Market Cap

Scheme Name

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Others 57.06 34.12
Large Cap 11.72 49.78
Small Cap 16.7 9.33
Mid Cap 14.49 6.74

Sector Allocation

Scheme Name

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Others 17.16 34.23
Technology 4.81 3.9
Construction 1.86 4.66
Financial 38.16 18.38
Healthcare 1.18 4.81
Services 5.94 2.61
Chemicals 3.15 1.23
Automobile 8.01 2.47
Materials 1.71 2.55
Insurance 3.15 0.88
Unclassified 14.84 0.94
Energy - 7.47
Consumer Discretionary - 0.71
Consumer Staples - 0.91
Metals & Mining - 1.52
Sovereign - 5.06
Communication - 3.65
Capital Goods - 3.63
Textiles - 0.36

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