UTI Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹96 Cr | ₹5079 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 04 Aug 2020 | 17 Dec 2008 |
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 | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
Turn Over | 70% | 270% |
Expense Ratio | 2.03 | 1.77 |
Manager | Rakesh Shetty | Sunil Madhukar Patil |
ISIN Code | INF247L01AJ6 | INF789F01AP6 |
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 | UTI Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.25% | 2.76% |
6 Month | -15.05% | -1.5% |
1 Year | -8.19% | 9.62% |
3 Year | 2.63% | 18.07% |
5 Year | - | 18.5% |
SIP Return Analysis
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -4.76% | 1.09% |
1 Year | -18.93% | 1.64% |
3 Year | -1.22% | 18.64% |
5 Year | - | 16.59% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 6.52% | 9.35% |
3 Year | 6.75% | 8.78% |
5 Year | - | 8.16% |
Risk Management
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 8.567% | 8.04% |
Sharp | -0.297% | 0.93% |
Beta | - | 0.93% |
Alpha | - | 6.11% |
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Fund Managers
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rakesh Shetty | Sunil Madhukar Patil |
Total AUM | ₹33886 Cr | ₹6910 Cr |
Funds Managed | 19 | 4 |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 56.76 | 34.85 |
Mid Cap | 13.68 | 13.13 |
Large Cap | 6.26 | 51.91 |
Small Cap | 23.31 | 0.1 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 56.76 | 34.85 |
Technology | 10.61 | 11.08 |
Industrials | 3.74 | 5.21 |
Financial Services | 22.82 | 8.79 |
Consumer Cyclical | 3.73 | 12.26 |
Consumer Defensive | 2.34 | 8.36 |
Energy | - | 4.11 |
Healthcare | - | 5.52 |
Basic Materials | - | 4.4 |
Utilities | - | 0.56 |
Real Estate | - | 0.8 |
Communication Services | - | 4.03 |
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