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

Link copied to clipboard!

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

Invest Now

tortoise-icon Quant Dynamic Asset Allocation Fund Regular - Growth

Invest Now

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 Quant Dynamic Asset Allocation Fund Regular - Growth
Fund Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1228 Cr ₹1201 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 05 Sep 2016 12 Apr 2023
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% %
Expense Ratio 2.17 2.13
Manager Rakesh Shetty Sanjeev Sharma
ISIN Code INF247L01585 INF966L01BO9
Exits Load Exit load of 1%, if redeemed within 15 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month 5.22% -0.29%
6 Month 18.37% 16.01%
1 Year 26.2% 57.63%
3 Year 14.06% -
5 Year 13.31% -

SIP Return Analysis

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month - -
1 Year 7.29% 23.37%
3 Year 24.3% 30.96%
5 Year 35.58% 30.96%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year 9.3% 55.3%
3 Year 8.18% -
5 Year 8.4% -

Risk Management

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

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
Name Rakesh Shetty Sanjeev Sharma
Total AUM ₹33886 Cr ₹39731 Cr
Fund Manage 19 22
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth

Market Cap

Scheme Name

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

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 19.11 41.02
Large Cap 17.71 51.64
Mid Cap 46.3 3.23
Small Cap 16.86 4.12

Sector Allocation

Scheme Name

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

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 24.15 26.83
Financial 4.41 25.39
Sovereign 2.43 -
Technology 8.26 -
Construction 3 -
Healthcare 5.17 -
Capital Goods 3.36 -
Services 14.57 6.82
Consumer Staples 1.56 7.02
Energy 1.18 18.26
Automobile 19.24 3.23
Communication 3.03 -
Insurance 9.62 6.52
Materials - 2.15
Metals & Mining - 2.77
Textiles - 1.02

Top Comparisons

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns11.07%

VS

BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

3Y Returns6.3%

Compare Now

Axis Conservative Hybrid Fund - Regular Plan - Growth Option Axis Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns6.31%

VS

Parag Parikh Conservative Hybrid Fund Regular - Growth Parag Parikh Conservative Hybrid Fund Regular - Growth

3Y Returns11.9%

Compare Now

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

3Y Returns7.23%

VS

Axis Credit Risk Fund - Regular Plan - Growth Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns5.92%

Compare Now

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.2%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.2%

Compare Now
Request call back
Add to Cart Successfully