DSP Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
DSP Multi Asset Allocation Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Fund | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹96 Cr | ₹2537 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 04 Aug 2020 | 27 Sep 2023 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index | NIFTY 500 TRI(40.00), MSCI World(20.00), NIFTY Composite Debt Index(20.00), Domestic Price of Gold(15.00), MCX I-COMDEX Composite Index(5.00) |
Turn Over | 70% | % |
Expense Ratio | 2.03 | 1.64 |
Manager | Rakesh Shetty | Jay Kothari |
ISIN Code | INF247L01AJ6 | INF740KA1TB5 |
Exits Load | Motilal Oswal Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Multi 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 Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
1 Month | 2.95% | 1.67% |
6 Month | -13.29% | 1.71% |
1 Year | -7.77% | 13.89% |
3 Year | 2.95% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
6 Month | -4.76% | 1.75% |
1 Year | -18.93% | 5.96% |
3 Year | -1.22% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
1 Year | 6.52% | 22.13% |
3 Year | 6.75% | - |
5 Year | - | - |
Risk Management
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Standard Deviation | 8.567% | - |
Sharp | -0.297% | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Name | Rakesh Shetty | Jay Kothari |
Total AUM | ₹33886 Cr | ₹0 Cr |
Funds Managed | 19 | 20 |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option | DSP Multi Asset Allocation Fund - Regular (G) |
Market Cap
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Others | 56.76 | 57.1 |
Mid Cap | 13.68 | 5.43 |
Large Cap | 6.26 | 31.36 |
Small Cap | 23.31 | 6.11 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Others | 56.76 | 50.22 |
Technology | 10.61 | 6.68 |
Industrials | 3.74 | 0.42 |
Financial Services | 22.82 | 16.08 |
Consumer Cyclical | 3.73 | 8.33 |
Consumer Defensive | 2.34 | 2.49 |
Basic Materials | - | 4.34 |
Healthcare | - | 3.48 |
Real Estate | - | 1.29 |
Energy | - | 1.25 |
Communication Services | - | 2.59 |
Utilities | - | 2.84 |
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