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

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

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tortoise-icon Quant Dynamic Asset Allocation Fund Regular - 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 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 -5.31% -5.71%
6 Month 7.99% -0.87%
1 Year 11.88% 31.82%
3 Year 10.47% -
5 Year 10.15% -

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 11.99% 12.08%
3 Year 16.35% -
5 Year 13.1% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year 9.37% 55.72%
3 Year 8.11% -
5 Year 8.34% -

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% -

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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 26.42
Large Cap 17.71 65.83
Mid Cap 46.3 1.96
Small Cap 16.86 5.79

Sector Allocation

Scheme Name

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

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 24.15 26.42
Financial 4.41 -
Sovereign 2.43 -
Technology 8.26 -
Construction 3 6.97
Healthcare 5.17 -
Capital Goods 3.36 -
Services 14.57 -
Consumer Staples 1.56 -
Energy 1.18 -
Automobile 19.24 -
Communication 3.03 -
Insurance 9.62 15.35
Petroleum Products - 9.44
Diversified FMCG - 14.27
Commercial Services & Supplies - 2.17
Food Products - 4.3
Pharmaceuticals & Biotechnology - 1.96
Finance - 12.68
Auto Components - 6.44

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