DSP Dynamic Asset Allocation Fund vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
| 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 | Very High | Moderately High |
| Asset Size (Cr) | ₹1228 Cr | ₹3186 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 05 Sep 2016 | 05 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 | 2.17 | 1.95 |
| Manager | Rakesh Shetty | Laukik Bagwe |
| ISIN Code | INF247L01585 | INF740K01K57 |
| Exits Load | Exit load of 1%, if redeemed within 15 days./365 | Exit load of 1% if units in excess of 10% are redeemed within 12 months/365 |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.22% | 1.37% |
| 6 Month | 18.37% | 11.9% |
| 1 Year | 26.2% | 21.35% |
| 3 Year | 14.06% | 10.18% |
| 5 Year | 13.31% | 11.48% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.29% | 9.47% |
| 3 Year | 24.3% | 20.56% |
| 5 Year | 35.58% | 32.56% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.23% | 10.66% |
| 3 Year | 28.35% | 25.37% |
| 5 Year | 40.24% | 35.46% |
| Scheme Name | Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.95% | 6.3% |
| Sharp | 0.62% | 0.52% |
| Beta | 0.81% | 0.74% |
| Alpha | 2.75% | -0.02% |
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| 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 |
| Fund Manage | 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 | 19.11 | 3.33 |
| Mid Cap | 46.3 | 4.68 |
| Small Cap | 16.86 | 2.82 |
| Large Cap | 17.71 | 33.1 |
| Scheme Name |
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.15 | - |
| Automobile | 19.24 | 2.78 |
| Insurance | 9.62 | - |
| Services | 14.57 | -0.01 |
| Financial | 4.41 | 13.6 |
| Technology | 8.26 | 1.1 |
| Healthcare | 5.17 | 0.89 |
| Communication | 3.03 | 0.84 |
| Construction | 3 | 0.34 |
| Sovereign | 2.43 | 14.87 |
| Capital Goods | 3.36 | 0.98 |
| Consumer Staples | 1.56 | 2.36 |
| Energy | 1.18 | 2.02 |
| Materials | - | 1.94 |
| Metals & Mining | - | 1.03 |
| Consumer Discretionary | - | 1.19 |
| Chemicals | - | 0 |
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