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Quant Dynamic Asset Allocation Fund Regular vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Quant Dynamic Asset Allocation Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Fund | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹923 Cr | ₹1274 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 27 Sep 2016 | 12 Apr 2023 |
| 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% | % |
| Expense Ratio | 2.19 | 2.12 |
| Manager | Rakesh Shetty | Sanjeev Sharma |
| ISIN Code | INF247L01585 | INF966L01BO9 |
| 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 | Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Month | 3.75% | 1.8% |
| 6 Month | -5.46% | 3.3% |
| 1 Year | -6.98% | 0.46% |
| 3 Year | 12.21% | - |
| 5 Year | 8.98% | - |
SIP Return Analysis
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 6 Month | 7% | 9.19% |
| 1 Year | -5.96% | 9.22% |
| 3 Year | 5.66% | - |
| 5 Year | 6.79% | - |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.82% | 42.79% |
| 3 Year | 8.08% | - |
| 5 Year | 8.82% | - |
Risk Management
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.27% | - |
| Sharp | 0.27% | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Name | Rakesh Shetty | Sanjeev Sharma |
| Total AUM | ₹33886 Cr | ₹39731 Cr |
| Funds Managed | 19 | 22 |
| Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
Market Cap
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 32.92 | 35.6 |
| Mid Cap | 17.36 | 3.94 |
| Small Cap | 16.23 | 3.88 |
| Large Cap | 33.5 | 56.58 |
Sector Allocation
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
Quant Dynamic Asset Allocation Fund Regular - Growth |
|---|---|---|
| Others | 30.21 | 34.43 |
| Technology | 17.55 | - |
| Healthcare | 2.7 | 5.11 |
| Financial Services | 12.79 | 22.2 |
| Industrials | 14.52 | 7.52 |
| Consumer Cyclical | 11.46 | 8.4 |
| Basic Materials | 5.77 | - |
| Communication Services | 5 | - |
| Consumer Defensive | 0 | 9.01 |
| Energy | - | 13.33 |
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