DSP Dynamic Asset Allocation Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Fund | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Moderate |
Asset Size (Cr) | ₹1011 Cr | ₹3186 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 27 Sep 2016 | 06 Feb 2014 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | CRISIL Hybrid 50+50 Moderate Index |
Turn Over | 260% | 429% |
Expense Ratio | 2.19 | 1.93 |
Manager | Rakesh Shetty | Laukik Bagwe |
ISIN Code | INF247L01585 | INF740K01K57 |
Exits Load | Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Dynamic Asset Allocation Fund - Regular Plan - 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 Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.94% | 0.19% |
6 Month | -10.41% | 3.35% |
1 Year | -8.54% | 7.6% |
3 Year | 11.53% | 13.97% |
5 Year | 8.9% | 11.68% |
SIP Return Analysis
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.59% | 4.3% |
1 Year | -11.13% | 8.49% |
3 Year | 4.13% | 12.84% |
5 Year | 5.86% | 10.99% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.82% | 8.91% |
3 Year | 8.08% | 8.61% |
5 Year | 8.82% | 8.19% |
Risk Management
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.896% | 6.718% |
Sharp | -0.047% | 0.446% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Name | Rakesh Shetty | Laukik Bagwe |
Total AUM | ₹33886 Cr | ₹12579 Cr |
Funds Managed | 19 | 10 |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 32.92 | 33.2 |
Mid Cap | 17.36 | 6.96 |
Small Cap | 16.23 | 9.5 |
Large Cap | 33.5 | 50.33 |
Sector Allocation
Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 30.21 | 33.18 |
Technology | 17.55 | 3.18 |
Healthcare | 2.7 | 2.45 |
Financial Services | 12.79 | 24.4 |
Industrials | 14.52 | 7.16 |
Consumer Cyclical | 11.46 | 4.82 |
Basic Materials | 5.77 | 7.04 |
Communication Services | 5 | 1.8 |
Consumer Defensive | 0 | 3.94 |
Energy | - | 7.21 |
Utilities | - | 4.47 |
Real Estate | - | 0.37 |
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