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 | ₹5587 Cr |
| Min Investment | ₹ | ₹100 |
| Min SIP Invesment | ₹500 | ₹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% | 1.68% |
| 6 Month | -0.54% | 12.3% |
| 1 Year | -9.21% | 20.88% |
| 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 | - | 6.17% |
| 1 Year | 6.66% | 26.53% |
| 3 Year | 0.77% | - |
| 5 Year | 2.7% | - |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Year | 4.62% | 14.15% |
| 3 Year | 6.27% | - |
| 5 Year | 4.15% | - |
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 | 61.94 |
| Mid Cap | 9.09 | 6.01 |
| Large Cap | 7.18 | 27.59 |
| Small Cap | 21.61 | 4.46 |
Sector Allocation
| Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 59.05 | 44.84 |
| Technology | 12.16 | 8.7 |
| Industrials | 4.21 | 1.79 |
| Financial Services | 17.78 | 13.49 |
| Consumer Cyclical | 3.95 | 7.26 |
| Consumer Defensive | 2.85 | 2.18 |
| Basic Materials | - | 3.65 |
| Real Estate | - | 5.62 |
| Healthcare | - | 2.56 |
| Energy | - | 2.22 |
| Communication Services | - | 5.26 |
| Utilities | - | 2.44 |
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