Tata Multi Asset Opportunities Fund vs Motilal Oswal Multi Asset Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Chart Comparison
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 | Very High | Very High |
Asset Size (Cr) | ₹96 Cr | ₹3487 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 | 2.03 | 1.87 |
Manager | Rakesh Shetty | Rahul Singh |
ISIN Code | INF247L01AJ6 | INF277K012Z5 |
Exits Load | Motilal Oswal Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Multi Asset Opportunities 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 | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Month | 3.42% | 5.38% |
6 Month | -19.6% | -5.04% |
1 Year | -8.61% | 7.08% |
3 Year | 2.14% | 12.32% |
5 Year | - | 19.41% |
SIP Return Analysis
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
6 Month | -9.33% | -1.04% |
1 Year | -22.03% | -1.21% |
3 Year | -1.72% | 12.67% |
5 Year | - | 14% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Year | 6.52% | 18.05% |
3 Year | 6.75% | 15.76% |
5 Year | - | - |
Risk Management
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 8.567% | 7.805% |
Sharp | -0.297% | 0.735% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 56.76 | 33.43 |
Mid Cap | 13.68 | 7.9 |
Large Cap | 6.26 | 46.74 |
Small Cap | 23.31 | 11.93 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 56.76 | 32.93 |
Technology | 10.61 | 4.28 |
Industrials | 3.74 | 9.08 |
Financial Services | 22.82 | 20.08 |
Consumer Cyclical | 3.73 | 5.87 |
Consumer Defensive | 2.34 | 1.06 |
Energy | - | 4.78 |
Healthcare | - | 6.07 |
Basic Materials | - | 5.53 |
Communication Services | - | 4.57 |
Utilities | - | 3.4 |
Real Estate | - | 2.37 |
Top Comparisons
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns6.31%
HSBC Low Duration Fund - Regular Growth
3Y Returns6.54%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns15.66%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns15.48%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.5%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns6.66%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns15.65%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%