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 Risk | Very High Risk |
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 | -5.48% | 1.39% |
6 Month | -17.28% | 2.22% |
1 Year | -8.38% | 14.71% |
3 Year | 2.56% | - |
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 | - | - |
1 Year | -20.66% | 8.84% |
3 Year | -1.04% | - |
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 |
Fund Manage | 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 | 57.06 | 59.79 |
Large Cap | 11.72 | 26.74 |
Small Cap | 16.7 | 5.67 |
Mid Cap | 14.49 | 7.8 |
Sector Allocation
Scheme Name |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Others | 17.16 | 4.62 |
Technology | 4.81 | 8.04 |
Construction | 1.86 | - |
Financial | 38.16 | 33.25 |
Healthcare | 1.18 | 5.76 |
Services | 5.94 | 1.12 |
Chemicals | 3.15 | 1.23 |
Automobile | 8.01 | 5.18 |
Materials | 1.71 | 1.26 |
Insurance | 3.15 | - |
Unclassified | 14.84 | 21.31 |
Sovereign | - | 3.34 |
Metals & Mining | - | 2.45 |
Energy | - | 3.84 |
Consumer Staples | - | 3.46 |
Consumer Discretionary | - | 1.4 |
Communication | - | 3.09 |
Capital Goods | - | 0.65 |
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