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UTI Multi Asset Allocation 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 UTI Multi Asset Allocation 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 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 3.17% 3.77%
6 Month -20.38% -6.38%
1 Year -9.8% 6.75%
3 Year 1.75% 16.26%
5 Year - 19.63%

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 -9.33% -1.73%
1 Year -22.03% -1.26%
3 Year -1.72% 18.22%
5 Year - 16.39%

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% 0.96%
Beta - 0.94%
Alpha - 6.1%

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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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