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 Risk | Very High Risk |
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 | -5.48% | -2.2% |
6 Month | -17.28% | -5.15% |
1 Year | -8.38% | 5.52% |
3 Year | 2.56% | 11.63% |
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 | -20.66% | -3.46% |
3 Year | -1.04% | 11.45% |
5 Year | - | - |
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 | - | - |
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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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