DSP Dynamic Asset Allocation Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹987 Cr	₹3503 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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month	0.54%	-0.32%
6 Month	9.72%	6.64%
1 Year	-8.19%	6.29%
3 Year	8.6%	11.07%
5 Year	7.99%	10.78%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	6.35%	2.07%
1 Year	-0.6%	6.91%
3 Year	5.64%	11.76%
5 Year	6.85%	10.42%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year	8.45%	8.85%
3 Year	8.28%	8.71%
5 Year	8.75%	8.29%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation	13.50%	5.71%
Sharp	0.23%	0.82%
Beta	-	-
Alpha	-	-

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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	28.48	34.3
Large Cap	30.04	52.51
Small Cap	16.72	7.74
Mid Cap	24.77	5.45

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	8.32	33.64
Healthcare	10.1	3.07
Financial Services	13.49	21.97
Basic Materials	14.91	5.47
Industrials	3.6	7.43
Technology	24.66	3.02
Consumer Cyclical	19.1	6.11
Communication Services	5.82	1.83
Energy	-	7.44
Consumer Defensive	-	4.03
Utilities	-	5.04
Real Estate	-	0.96