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

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

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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 Risk	Very High Risk
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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	-10.5%	-5.04%
6 Month	-20.98%	-14.84%
1 Year	-7.62%	-1.36%
3 Year	5.65%	-
5 Year	5.64%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	-	-
1 Year	-23.62%	-14.64%
3 Year	2.37%	-
5 Year	4.93%	-

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%	-

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	12.659%	-
Sharp	0.107%	-
Beta	-	-
Alpha	-	-

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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

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	17.11	26.42
Large Cap	16.73	65.83
Mid Cap	37.81	1.96
Small Cap	28.37	5.79

Scheme Name	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	17.11	26.42
IT - Software	2.43	-
IT - Services	6.95	-
Construction	1.02	6.97
Banks	6.65	-
Pharmaceuticals & Biotechnology	1.05	1.96
Transport Infrastructure	4.36	-
Automobiles	0.55	-
Finance	14.99	12.68
Consumer Durables	0.58	-
Auto Components	17.7	6.44
Leisure Services	2.37	-
Retailing	9.33	-
Insurance	11.99	15.35
Financial Technology (Fintech)	2.94	-
Petroleum Products	-	9.44
Diversified FMCG	-	14.27
Commercial Services & Supplies	-	2.17
Food Products	-	4.3