Quant Dynamic Asset Allocation Fund Regular vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

Link copied to clipboard!

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Invest Now

Quant Dynamic Asset Allocation Fund Regular - Growth

Invest Now

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	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)	₹928 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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	-0.46%	0.84%
6 Month	10.78%	6.28%
1 Year	-6.29%	2.9%
3 Year	9.36%	-
5 Year	7.73%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	3.92%	0.43%
1 Year	12%	8%
3 Year	6.27%	-
5 Year	7.34%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	7.73%	20.49%
3 Year	8.39%	-
5 Year	8.48%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	14.05%	-
Sharp	0.24%	-
Beta	1.31%	-
Alpha	-3.31%	-

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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	46.47	32.77
Small Cap	16.56	5.15
Large Cap	15.43	54.31
Mid Cap	21.54	7.76

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	30.64	26.7
Consumer Cyclical	25.79	15.03
Healthcare	8.84	7.66
Financial Services	2.6	19.91
Basic Materials	15.4	-
Technology	16.58	-
Industrials	0.14	2.86
Consumer Defensive	-	7.92
Utilities	-	14.16
Real Estate	-	5.76