Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs DSP Dynamic Asset Allocation Fund 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)	₹1022 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	5.19%	1.02%
6 Month	15.79%	7.44%
1 Year	-12.5%	4.73%
3 Year	8.43%	10.85%
5 Year	8.42%	10.77%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	7.73%	1.96%
1 Year	9.37%	8.27%
3 Year	7.5%	11.85%
5 Year	7.93%	10.46%

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	13.46%	5.78%
Sharp	0.19%	0.67%
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	23.24	34.3
Small Cap	19.3	7.74
Large Cap	27.7	52.51
Mid Cap	29.77	5.45

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Others	8.65	33.64
Consumer Cyclical	29.34	6.11
Healthcare	3.2	3.07
Financial Services	12.82	21.97
Basic Materials	11.27	5.47
Industrials	4.23	7.43
Technology	30.48	3.02
Communication Services	0	1.83
Energy	-	7.44
Consumer Defensive	-	4.03
Utilities	-	5.04
Real Estate	-	0.96