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) | ₹1011 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 | 0.44% | 3.1% |
6 Month | -17.17% | -3.1% |
1 Year | -8.98% | -0.97% |
3 Year | 6.33% | - |
5 Year | 7.89% | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
6 Month | -4.96% | 1.47% |
1 Year | -21.15% | -6.88% |
3 Year | 2.55% | - |
5 Year | 4.9% | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
1 Year | 9.45% | 52.56% |
3 Year | 8.28% | - |
5 Year | 8.8% | - |
Risk Management
Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | Quant Dynamic Asset Allocation Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.896% | - |
Sharp | -0.047% | - |
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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