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 | Very High | Very High |
Asset Size (Cr) | ₹94 Cr | ₹3158 Cr |
Min Investment | ₹500 | ₹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 | -0.23% | 2.2% |
6 Month | -5.82% | 8.37% |
1 Year | -10.32% | 12.24% |
3 Year | 4.93% | - |
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 | 3.86% | 6.99% |
1 Year | -7.42% | 16.53% |
3 Year | 0.78% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
1 Year | 5.72% | 15.9% |
3 Year | 6.53% | - |
5 Year | - | - |
Risk Management
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Standard Deviation | 9.63% | - |
Sharp | -0.19% | - |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 59.8 | 64.17 |
Mid Cap | 11.49 | 4.88 |
Large Cap | 7.13 | 24.81 |
Small Cap | 21.57 | 6.14 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Others | 59.8 | 50.58 |
Technology | 11.49 | 6.97 |
Industrials | 4.36 | 2.15 |
Financial Services | 17.68 | 13.94 |
Consumer Cyclical | 3.92 | 9.95 |
Consumer Defensive | 2.74 | 0.9 |
Basic Materials | - | 3.92 |
Healthcare | - | 3.96 |
Real Estate | - | 1.23 |
Energy | - | 1.27 |
Communication Services | - | 2.45 |
Utilities | - | 2.69 |
Top Comparisons
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
3Y Returns19.83%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns24.84%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns21.37%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns18.67%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.97%
Quant Liquid Fund-Growth
3Y Returns6.66%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%