Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) vs DSP Dynamic Asset Allocation Fund 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 Very High Moderately High
Asset Size (Cr) ₹1228 Cr ₹3186 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 05 Sep 2016 05 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 2.17 1.95
Manager Rakesh Shetty Laukik Bagwe
ISIN Code INF247L01585 INF740K01K57
Exits Load Exit load of 1%, if redeemed within 15 days./365 Exit load of 1% if units in excess of 10% are redeemed within 12 months/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 -5.89% -2.18%
6 Month 7.33% 6.49%
1 Year 11.19% 18.07%
3 Year 10.22% 9.09%
5 Year 10% 10.1%

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 - -
1 Year 11.99% 16.04%
3 Year 16.35% 14.34%
5 Year 13.1% 12.07%

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 9.37% 8.51%
3 Year 8.11% 8.42%
5 Year 8.34% 8.01%

Risk Management

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
Standard Deviation 9.95% 6.3%
Sharp 0.62% 0.52%
Beta 0.81% 0.74%
Alpha 2.75% -0.02%

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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
Fund Manage 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 19.11 3.33
Large Cap 17.71 33.1
Mid Cap 46.3 4.68
Small Cap 16.86 2.82

Sector Allocation

Scheme Name

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

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

Others 24.15 -
Financial 4.41 13.6
Sovereign 2.43 14.87
Technology 8.26 1.1
Construction 3 0.34
Healthcare 5.17 0.89
Capital Goods 3.36 0.98
Services 14.57 -0.01
Consumer Staples 1.56 2.36
Energy 1.18 2.02
Automobile 19.24 2.78
Communication 3.03 0.84
Insurance 9.62 -
Metals & Mining - 1.03
Consumer Discretionary - 1.19
Chemicals - 6.9388939039072E-17
Materials - 1.94

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