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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 February 28, 2024 , 1131 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
₹47.5925 ↑ 0.74   (1.57 %)
₹9,131 on 31 Jan 24
28 Apr 14
Equity
Multi Cap
5
Moderately High
1.41
3.16
-0.9
16.05
Not Available
0-1 Years (1%),1 Years and above(NIL)
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
₹513.622 ↑ 6.92   (1.37 %)
₹10,626 on 31 Jan 24
16 May 00
Equity
Large & Mid Cap
4
Moderately High
1.88
2.09
-0.67
-2.3
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
3.7%
12.9%
21.8%
47.3%
14.7%
14.2%
17%
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
3.9%
12.6%
21%
43.7%
20.4%
20%
18%

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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 Performance2023
2022
2021
2020
2019
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
31%
-3%
15.3%
10.3%
7.9%
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
32.5%
4.4%
31.2%
14.2%
11.4%

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
Niket Shah - 1.59 Yr.
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
₹500
₹1,000
Rohit Singhania - 8.68 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
28 Feb 19₹10,000
29 Feb 20₹10,767
28 Feb 21₹12,846
28 Feb 22₹13,135
28 Feb 23₹13,164
29 Feb 24₹19,391
Growth of 10,000 investment over the years.
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
DateValue
28 Feb 19₹10,000
29 Feb 20₹11,121
28 Feb 21₹14,282
28 Feb 22₹16,357
28 Feb 23₹17,345
29 Feb 24₹24,828

Detailed Assets & Holdings Comparison

Asset Allocation
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
Asset ClassValue
Cash4.52%
Equity95.48%
Equity Sector Allocation
SectorValue
Financial Services29.42%
Consumer Cyclical25.23%
Technology17.79%
Industrials15.94%
Basic Materials5.31%
Real Estate1.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
11%₹986 Cr79,702,971
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | 543940
10%₹862 Cr36,986,391
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | TIINDIA
8%₹717 Cr2,025,000
↑ 225,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
8%₹698 Cr944,650
↑ 21,128
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
8%₹693 Cr5,500,000
↓ -699,029
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
7%₹658 Cr1,048,540
↓ -1,460
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
6%₹498 Cr5,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
5%₹427 Cr2,500,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 22 | DEEPAKNTR
4%₹395 Cr1,591,000
↓ -9,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
4%₹360 Cr1,400,000
Asset Allocation
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
Asset ClassValue
Cash3.48%
Equity96.52%
Equity Sector Allocation
SectorValue
Financial Services33.99%
Consumer Cyclical12.99%
Basic Materials11.96%
Health Care8.85%
Technology6.25%
Industrials5.89%
Utility5.12%
Consumer Defensive4.43%
Energy4.09%
Real Estate1.67%
Communication Services1.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
6%₹633 Cr6,355,407
↑ 904,264
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
5%₹513 Cr3,001,816
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | AXISBANK
4%₹379 Cr3,439,483
↓ -131,410
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | PFC
3%₹329 Cr8,603,319
↓ -478,178
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹314 Cr4,893,226
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
3%₹293 Cr1,695,168
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 22 | HINDPETRO
3%₹276 Cr6,913,677
↑ 950,376
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | TATAMOTORS
2%₹239 Cr3,063,154
↓ -155,794
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | HINDUNILVR
2%₹220 Cr827,028
NTPC Ltd (Utilities)
Equity, Since 31 Mar 19 | NTPC
2%₹210 Cr6,750,953
↓ -842,027

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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