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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 High Very High
Asset Size (Cr) ₹1011 Cr ₹1274 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 27 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 2.19 2.12
Manager Rakesh Shetty Sanjeev Sharma
ISIN Code INF247L01585 INF966L01BO9
Exits Load Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./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 4.81% 7.93%
6 Month -22.57% -11.16%
1 Year -7.32% 1.18%
3 Year 6.16% -
5 Year 9.63% -

SIP Return Analysis

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month -12.96% -3.66%
1 Year -25.64% -11.81%
3 Year 1.74% -
5 Year 4.55% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year 9.45% 52.56%
3 Year 8.28% -
5 Year 8.8% -

Risk Management

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation 13.896% -
Sharp -0.047% -
Beta - -
Alpha - -

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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
Funds Managed 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 32.92 35.6
Mid Cap 17.36 3.94
Small Cap 16.23 3.88
Large Cap 33.5 56.58

Sector Allocation

Scheme Name

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

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 30.21 34.43
Technology 17.55 -
Healthcare 2.7 5.11
Financial Services 12.79 22.2
Industrials 14.52 7.52
Consumer Cyclical 11.46 8.4
Basic Materials 5.77 -
Communication Services 5 -
Consumer Defensive 0 9.01
Energy - 13.33

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