DSP Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare

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tortoise-icon Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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tortoise-icon DSP Multi Asset Allocation Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 High High
Asset Size (Cr) ₹102 Cr ₹1692 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), MSCI World (20), NIFTY Composite Debt Index (20), Domestic Price of Gold (15), M
Turn Over 70% %
Expense Ratio 2.06 1.71
Manager Rakesh Shetty Jay Kothari
ISIN Code INF247L01AJ6 INF740KA1TB5
Exits Load Exit load of 1%, if redeemed within 15 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option DSP Multi Asset Allocation Fund - Regular (G)
1 Month 5.49% 2.9%
6 Month 12.98% 13.6%
1 Year 16.56% -
3 Year 9.98% -
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 4.33% 8.99%
3 Year 14.39% 8.99%
5 Year 16.91% 8.99%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option DSP Multi Asset Allocation Fund - Regular (G)
1 Year 6.7% 10.64%
3 Year 18.28% 10.64%
5 Year 19.99% 10.64%

Risk Management

Scheme Name Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option DSP Multi Asset Allocation Fund - Regular (G)
Standard Deviation 4.89% -
Sharp 0.34% -
Beta 0.34% -
Alpha -0.23% -

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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
Small Cap 16.7 5.67
Mid Cap 14.49 7.8
Large Cap 11.72 26.74

Sector Allocation

Scheme Name

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

DSP Multi Asset Allocation Fund - Regular (G)

Unclassified 14.84 21.31
Others 17.16 4.62
Financial 38.16 33.25
Automobile 8.01 5.18
Services 5.94 1.12
Insurance 3.15 -
Chemicals 3.15 1.23
Construction 1.86 -
Materials 1.71 1.26
Technology 4.81 8.04
Healthcare 1.18 5.76
Communication - 3.09
Sovereign - 3.34
Consumer Staples - 3.46
Energy - 3.84
Metals & Mining - 2.45
Consumer Discretionary - 1.4
Capital Goods - 0.65

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