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

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

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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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
1 Month	1.4%	2.06%
6 Month	-17.73%	2.07%
1 Year	-9.04%	12.32%
3 Year	6.08%	11.38%
5 Year	8.85%	12.67%

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
6 Month	-7.85%	2.51%
1 Year	-23.29%	6.47%
3 Year	1.81%	12.71%
5 Year	4.49%	10.91%

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%

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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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

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

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