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
| 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 | Moderately High |
| Asset Size (Cr) | ₹1238 Cr | ₹3212 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 | 2.18 | 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 |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.73% | 0.46% |
| 6 Month | 9.39% | 8.4% |
| 1 Year | 12.6% | 16.9% |
| 3 Year | 11.48% | 10.24% |
| 5 Year | 10.33% | 10.6% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.73% | 13.09% |
| 3 Year | 16.18% | 13.88% |
| 5 Year | 13.18% | 11.89% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.37% | 8.51% |
| 3 Year | 8.11% | 8.42% |
| 5 Year | 8.34% | 8.01% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.95% | 6.3% |
| Sharp | 0.62% | 0.52% |
| Beta | 0.81% | 0.74% |
| Alpha | 2.75% | -0.02% |
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| 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 |
| Fund Manage | 19 | 10 |
| Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.11 | -0.53999999999999 |
| Large Cap | 16.73 | 48.53 |
| Mid Cap | 37.81 | 9.66 |
| Small Cap | 28.37 | 8.41 |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.11 | -0.53999999999999 |
| IT - Software | 2.43 | 3.29 |
| IT - Services | 6.95 | - |
| Construction | 1.02 | 2.16 |
| Banks | 6.65 | 17.56 |
| Pharmaceuticals & Biotechnology | 1.05 | 2.2 |
| Transport Infrastructure | 4.36 | 1.23 |
| Automobiles | 0.55 | 2.2 |
| Finance | 14.99 | 4.9 |
| Consumer Durables | 0.58 | 2.53 |
| Auto Components | 17.7 | 0.83 |
| Leisure Services | 2.37 | 0.43 |
| Retailing | 9.33 | 0.15 |
| Insurance | 11.99 | 1.58 |
| Financial Technology (Fintech) | 2.94 | - |
| Petroleum Products | - | 2.46 |
| Diversified FMCG | - | 1.92 |
| Non - Ferrous Metals | - | 0.91 |
| Agricultural, Commercial & Construction Vehicles | - | 0.38 |
| Aerospace & Defense | - | 1.66 |
| Cement & Cement Products | - | 1.07 |
| Ferrous Metals | - | 0.31 |
| Fertilizers & Agrochemicals | - | 0.27 |
| Realty | - | 0.73 |
| Chemicals & Petrochemicals | - | 0.7 |
| Industrial Manufacturing | - | 0.51 |
| Telecom - Services | - | 1.66 |
| Gas | - | 0.1 |
| Industrial Products | - | 1.1 |
| Diversified Metals | - | 1.03 |
| Oil | - | 0.51 |
| Power | - | 3.89 |
| Metals & Minerals Trading | - | 4 |
| Food Products | - | 0.72 |
| Consumable Fuels | - | 0.9 |
| Personal Products | - | 0.48 |
| Minerals & Mining | - | 0.77 |
| Transport Services | - | 0.25 |
| Capital Markets | - | 0.05 |
| Beverages | - | 1.16 |
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