DSP Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
DSP Multi Asset Allocation Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Fund | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹94 Cr | ₹3645 Cr |
Min Investment | ₹ | ₹100 |
Min SIP Invesment | ₹0 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 04 Aug 2020 | 27 Sep 2023 |
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 | NIFTY 500 TRI(40.00), MSCI World(20.00), NIFTY Composite Debt Index(20.00), Domestic Price of Gold(15.00), MCX I-COMDEX Composite Index(5.00) |
Turn Over | 70% | % |
Expense Ratio | 2.03 | 1.64 |
Manager | Rakesh Shetty | Jay Kothari |
ISIN Code | INF247L01AJ6 | INF740KA1TB5 |
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 | DSP Multi 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 Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
1 Month | 1.87% | -0.74% |
6 Month | -0.54% | 8.03% |
1 Year | -9.21% | 10% |
3 Year | 5.18% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
6 Month | 4.36% | 3.78% |
1 Year | -0.95% | 12.33% |
3 Year | 1.9% | - |
5 Year | 3.28% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
1 Year | 5.17% | 14.57% |
3 Year | 6.38% | - |
5 Year | - | - |
Risk Management
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Standard Deviation | 9.54% | - |
Sharp | -0.11% | - |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Name | Rakesh Shetty | Jay Kothari |
Total AUM | ₹33886 Cr | ₹0 Cr |
Funds Managed | 19 | 20 |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
Market Cap
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Others | 62.12 | 65.14 |
Mid Cap | 9.09 | 4.65 |
Large Cap | 7.18 | 25.27 |
Small Cap | 21.61 | 4.94 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Others | 59.05 | 49.92 |
Technology | 12.16 | 7.16 |
Industrials | 4.21 | 2.05 |
Financial Services | 17.78 | 12.99 |
Consumer Cyclical | 3.95 | 8.27 |
Consumer Defensive | 2.85 | 2.63 |
Basic Materials | - | 3.99 |
Healthcare | - | 2.18 |
Real Estate | - | 2.95 |
Energy | - | 1.12 |
Communication Services | - | 4.24 |
Utilities | - | 2.51 |
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