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

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

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tortoise-icon 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) ₹1011 Cr ₹3186 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

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month 4.64% 3.54%
6 Month -23.02% -1.28%
1 Year -9.22% 11.75%
3 Year 5.59% 10.28%
5 Year 10.09% 13.75%

SIP Return Analysis

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month -12.96% 0.91%
1 Year -25.64% 4.91%
3 Year 1.74% 12.35%
5 Year 4.55% 10.75%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Year 9.45% 8.72%
3 Year 8.28% 8.5%
5 Year 8.8% 8.08%

Risk Management

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation 13.896% 6.718%
Sharp -0.047% 0.446%
Beta - -
Alpha - -

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Fund Managers

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

Market Cap

Scheme Name

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

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 32.92 33.2
Mid Cap 17.36 6.96
Small Cap 16.23 9.5
Large Cap 33.5 50.33

Sector Allocation

Scheme Name

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

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 30.21 33.18
Technology 17.55 3.18
Healthcare 2.7 2.45
Financial Services 12.79 24.4
Industrials 14.52 7.16
Consumer Cyclical 11.46 4.82
Basic Materials 5.77 7.04
Communication Services 5 1.8
Consumer Defensive 0 3.94
Energy - 7.21
Utilities - 4.47
Real Estate - 0.37

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