360 ONE Balanced Hybrid 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 360 ONE Balanced Hybrid 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 360 ONE Balanced Hybrid Fund Regular - Growth
Fund Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk High High
Asset Size (Cr) ₹1238 Cr ₹843 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 27 Sep 2016 25 Sep 2023
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 260% %
Expense Ratio 2.18 1.96
Manager Rakesh Shetty Milan Mody
ISIN Code INF247L01585 INF579M01AV5
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./365 360 ONE Balanced Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
1 Month -5.9% -2.23%
6 Month -6.18% -0.02%
1 Year 0.95% 12.71%
3 Year 8.22% -
5 Year 8.35% -

SIP Return Analysis

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
6 Month - -
1 Year -4.49% 7.18%
3 Year 10.65% -
5 Year 9.91% -

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth
1 Year 9.37% 23.82%
3 Year 8.11% -
5 Year 8.34% -

Risk Management

Scheme Name Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid 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 360 ONE Balanced Hybrid Fund Regular - Growth
Name Rakesh Shetty Milan Mody
Total AUM ₹33886 Cr ₹1997 Cr
Fund Manage 19 3
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 360 ONE Balanced Hybrid Fund Regular - Growth

Market Cap

Scheme Name

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

360 ONE Balanced Hybrid Fund Regular - Growth

Others 17.11 53.02
Large Cap 16.73 23.29
Mid Cap 37.81 12.27
Small Cap 28.37 11.41

Sector Allocation

Scheme Name

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

360 ONE Balanced Hybrid Fund Regular - Growth

Others 17.11 2.7
IT - Software 2.43 -
IT - Services 6.95 -
Construction 1.02 6.34
Banks 6.65 -
Pharmaceuticals & Biotechnology 1.05 -
Transport Infrastructure 4.36 -
Automobiles 0.55 -
Finance 14.99 -
Consumer Durables 0.58 -
Auto Components 17.7 -
Leisure Services 2.37 -
Retailing 9.33 -
Insurance 11.99 -
Financial Technology (Fintech) 2.94 -
Sovereign - 12.71
Technology - 4.4
Financial - 36.71
Metals & Mining - 2.15
Healthcare - 2.6
Automobile - 5.31
Capital Goods - 9.63
Communication - 5.03
Services - 4.52
Energy - 5.28
Chemicals - 0.94
Consumer Discretionary - 0.59
Consumer Staples - 0.52
Materials - 0.56

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