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Fincash » Motilal Oswal Multicap 35 Fund Vs DSPBR Equity Opportunities Fund

Motilal Oswal Multicap 35 Fund Vs DSP BlackRock Equity Opportunities Fund

Updated on November 12, 2019 , 141 views

Motilal Oswal Multicap 35 Fund and DSP BlackRock Equity Opportunities Fund both the schemes belong to the diversified category of Equity Funds. Diversified Funds are also known as Multicap or Flexicap funds. These schemes invest their accumulated money in the stocks of companies across market capitalization, that is, in large-cap, mid-cap, and small cap stocks. As a consequence, these schemes are able to exploit the opportunities available in each of the market-caps and earn maximum returns for their investors. Diversified funds adopt a value or growth style strategy of Investing wherein; they invest in companies whose stock prices are low as compared to their price earning ratio, growth potentials, and much more. So, let us understand the differences between Motilal Oswal Multicap 35 Fund and DSP BlackRock Equity Opportunities Fund through this article.

Motilal Oswal Multicap 35 Fund (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

Motilal Oswal Multicap 35 Fund (earlier known as Motilal Oswal MOSt Focused Multicap 35 Fund) is a diversified fund offered by Motilal Oswal Mutual Fund. The objective of Motilal Oswal Multicap 35 Fund is to invest in stocks of companies across market capitalization and sectors to a maximum of 35 companies and attain for long-term capital appreciation through it. The scheme uses Nifty 500 TRI Index as its benchmark to construct its portfolio and was launched on April 28, 2014. Motilal Oswal Multicap 35 Fund is managed by a number of people including Mr. Gautam Roy Sinha and Mr. Swapnil Mayekar. As on March 31, 2018, some of the top constituents of Motilal Oswal Multicap 35 Fund’s portfolio included Maruti Suzuki India Limited, HDFC Bank Limited, IndusInd Bank Limited, Eicher Motors Limited, and Interglobe Aviation Limited. Based on the Asset Allocation objective of the scheme, it invests a minimum of 65% of its accumulated money in equity and equity-related instruments and the remaining in fixed income and money market instruments.

DSP BlackRock Equity Opportunities Fund (Erstwhile DSP BlackRock Opportunities Fund)

DSP BlackRock Equity Opportunities Fund's (earlier known as DSP BlackRock Opportunities Fund) investment objective is to achieve capital appreciation in the long-term generated from a portfolio that predominantly consists of stocks forming part of large and mid-cap companies. The scheme was incepted in the month of May 2000 and uses Nifty 500 TRI as its base to build its portfolio. The fund managers managing DSP BlackRock Equity Opportunities Fund are Mr. Rohit Singhania and Mr. Jay Kothari. As per the asset allocation objective of the scheme, it invests a minimum of 35% of its corpus in stocks of large-cap companies, minimum of 35% of its corpus in stocks of mid-cap companies.

Motilal Oswal Multicap 35 Fund Vs DSP BlackRock Equity Opportunities Fund

The differences between Motilal Oswal Multicap 35 Fund and DSP BlackRock Equity Opportunities Fund are classified into four sections, namely, basics section, performance section, yearly performance section, and other details section. So, let us have an understanding about each of these sections as follows.

Basics Section

Current NAV, Fincash Rating, and scheme category are some of the parameters that form part of the basics section. With respect to the current NAV, it can be said that both the schemes differ significantly. As on April 30, 2018, the NAV of Motilal Oswal Multicap 35 Fund was around INR 27 while of DSP BlackRock Equity Opportunities Fund was nearly INR 223. With respect to Fincash Rating, it can be said that both the schemes are rated as 5-Star schemes. Similarly, on the basis of scheme category, it can be said that both the schemes belong to the Equity Diversified Category. The summary comparison of the basics section is tabulated as follows.

Parameters
BasicsNAV
Net Assets (Cr)
Launch Date
Rating
Category
Sub Cat.
Category Rank
Risk
Expense Ratio
Sharpe Ratio
Information Ratio
Alpha Ratio
Benchmark
Exit Load
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
₹26.8986 ↓ -0.07   (-0.26 %)
₹13,235 on 30 Sep 19
28 Apr 14
Equity
Multi Cap
5
Moderately High
2.06
0.29
-0.06
3.6
Not Available
0-1 Years (1%),1 Years and above(NIL)
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
₹230.281 ↑ 0.60   (0.26 %)
₹5,489 on 30 Sep 19
16 May 00
Equity
Large & Mid Cap
4
Moderately High
2.42
0.38
0
6.56
Not Available
0-12 Months (1%),12 Months and above(NIL)

Performance Section

Being the second section, it compares the Compounded Annual Growth Rate or CAGR returns between both the schemes. The CAGR returns are compared at various time intervals such as 1 Year Return, 3 Year Return and 5 Year Return. The analysis of the performance section states that in many instances Motilal Oswal Multicap 35 Fund has performed better. The summary comparison of the performance section is as shown in the table given below.

Parameters
Performance1 Month
3 Month
6 Month
1 Year
3 Year
5 Year
Since launch
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
3.3%
9.6%
7.9%
10.5%
12.3%
13.2%
19.5%
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
4.2%
10.4%
10.5%
11.8%
11.3%
10.5%
17.5%

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Yearly Performance Section

It is the third section in the comparison that analyzes the differences in the absolute returns generated by both the schemes for a particular year. The comparison of absolute returns states that for certain years Motilal Oswal Multicap 35 Fund leads the race while in others DSP BlackRock Equity Opportunities Fund

Parameters
Yearly Performance2018
2017
2016
2015
2014
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
-7.8%
43.1%
8.5%
14.6%
0%
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
-9.2%
40.1%
11.2%
6.1%
45.4%

Other Details Section

Being the last section in the comparison, it includes elements such as AUM, minimum SIP and lumpsum investment. There is a drastic significant between the AUM of both the schemes. The AUM of Motilal Oswal Multicap 35 Fund was approximately INR 12,213 Crores and of DSP BlackRock Equity Opportunities Fund was approximately INR 5,069 Crores as of March 31, 2018. Similarly, both the schemes also differ on account of minimum SIP and lumpsum investment. The minimum SIP and lumpsum amount for Motilal Oswal Multicap 35 Fund is INR 1,000 and INR 5,000 respectively. On the other hand, the SIP and lumpsum amount for DSP BlackRock Equity Opportunities Fund is INR 500 and INR 1,000 respectively. The table given below summarizes the comparison of other details section.

Parameters
Other DetailsMin SIP Investment
Min Investment
Fund Manager
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
₹500
₹5,000
Abhiroop Mukherjee - 5.18 Yr.
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
₹500
₹1,000
Rohit Singhania - 4.33 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
DateValue
31 Oct 14₹10,000
31 Oct 15₹12,520
31 Oct 16₹14,845
31 Oct 17₹18,708
31 Oct 18₹16,666
31 Oct 19₹19,419
Growth of 10,000 investment over the years.
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
DateValue
31 Oct 14₹10,000
31 Oct 15₹10,741
31 Oct 16₹13,100
31 Oct 17₹16,108
31 Oct 18₹14,707
31 Oct 19₹16,918

Detailed Assets & Holdings Comparison

Asset Allocation
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
Asset ClassValue
Cash1.02%
Equity98.98%
Equity Sector Allocation
SectorValue
Financial Services45.67%
Consumer Cyclical12.82%
Technology12.69%
Consumer Defensive6.97%
Energy6.23%
Industrials6.17%
Health Care4.29%
Basic Materials3.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
11%₹1,410 Cr11,490,684
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
7%₹912 Cr11,314,855
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
6%₹856 Cr12,500,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
6%₹842 Cr14,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹817 Cr5,540,750
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹736 Cr1,817,855
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
5%₹672 Cr1,000,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
5%₹652 Cr3,300,000
↓ -1,200,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | 532432
4%₹594 Cr8,909,387
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
4%₹557 Cr2,652,616
Asset Allocation
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
Asset ClassValue
Cash3.07%
Equity96.92%
Debt0%
Equity Sector Allocation
SectorValue
Financial Services36.49%
Basic Materials9.87%
Industrials8.94%
Energy7.91%
Technology7.73%
Health Care6.92%
Consumer Cyclical6.67%
Consumer Defensive4.19%
Utility3.65%
Real Estate2.3%
Communication Services2.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹502 Cr4,077,569
↓ -133,587
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
8%₹446 Cr9,625,806
↓ -2,232,463
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
4%₹236 Cr3,202,098
↓ -828,524
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 16 | RELIANCE
4%₹213 Cr1,452,018
↓ -190,957
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
3%₹196 Cr2,858,740
↑ 1,849,515
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Nov 17 | 500165
3%₹169 Cr3,039,360
↑ 97,396
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
3%₹160 Cr
State Bank of India (Financial Services)
Equity, Since 30 Sep 19 | SBIN
3%₹158 Cr5,050,559
↑ 3,177,114
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 506395
3%₹145 Cr3,048,851
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 19 | HINDPETRO
3%₹141 Cr4,341,403
↑ 670,171

As a result, from the above-mentioned pointers, it can be said that both the schemes differ though they form part of the same category. Consequently, individuals should be careful while choosing any of the schemes for investment. They can consult a financial advisor for their opinion. Also, they should understand the modalities of the scheme completely and check whether it matches their investment objective or not. This will help individuals to attain their objectives on time and in a hassle-free manner.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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